Castleview Partners
DUK icon

Castleview Partners’s Duke Energy DUK Stock Holding History

Castleview Partners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$657K Buy
5,761
+909
+19% +$111K 0.29% 83
2026
Q2 		$614K Buy
4,852
+1,044
+27% +$132K 0.27% 87
2026
Q1 		$499K Buy
3,808
+583
+18% +$72.9K 0.26% 90
2025
Q4 		$378K Buy
3,225
+693
+27% +$84.6K 0.19% 117
2025
Q3 		$313K Buy
2,532
+268
+12% +$32.5K 0.17% 127
2025
Q2 		$267K Buy
2,264
+248
+12% +$29.3K 0.17% 141
2025
Q1 		$246K Sell
2,016
-138
-6% -$15.7K 0.17% 148
2024
Q4 		$232K Buy
2,154
+210
+11% +$23.8K 0.13% 172
2024
Q3 		$224K Buy
1,944
+90
+5% +$10K 0.13% 163
2024
Q2 		$186K Buy
1,854
+91
+5% +$9.1K 0.11% 179
2024
Q1 		$171K Buy
1,763
+459
+35% +$43.5K 0.1% 194
2023
Q4 		$126K Buy
1,304
+80
+7% +$7.28K 0.09% 183
2023
Q3 		$108K Sell
1,224
-3
-0.2% -$275 0.1% 169
2023
Q2 		$110K Sell
1,227
-818
-40% -$77.2K 0.1% 178
2023
Q1 		$197K Buy
2,045
+76
+4% +$7.51K 0.17% 129
2022
Q4 		$203K Buy
1,969
+132
+7% +$12.7K 0.2% 119
2022
Q3 		$171K Buy
1,837
+437
+31% +$46.9K 0.16% 136
2022
Q2 		$77.8K Sell
1,400
-819
-37% -$90.1K 0.06% 240
2022
Q1 		$247K Buy
+2,219
New +$230K 0.15% 135
2021
Q2 		$133K Buy
+1,343
New +$135K 0.06% 250

Other funds holding DUK

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Castleview Partners's DUK Position: Q3 2026 in Review

Castleview Partners increased its Duke Energy (DUK) stake by 19% in Q3 2026, buying an estimated $111K and bringing the position to 5,761 shares worth $657K. The position accounts for 0.29% of the portfolio, ranked #83.

Castleview Partners first reported a position in DUK in Q2 2021 and has held it in 20 quarters since. 559 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Castleview Partners held 5,761 shares of Duke Energy worth $657K as of Q3 2026.
  • Castleview Partners bought 909 Duke Energy shares in Q3 2026, an estimated $111K.
  • Duke Energy made up 0.29% of Castleview Partners's portfolio in Q3 2026, its #83 holding.
  • Castleview Partners first reported a position in Duke Energy in Q2 2021 and has held it in 20 quarters since.
  • 559 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.