Cedar Mountain Advisors
DUK icon

Cedar Mountain Advisors’s Duke Energy DUK Stock Holding History

Cedar Mountain Advisors’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 		$11.1K Hold
97
– – ﹤0.01% 439
2026
Q2 		$12.3K Buy
97
+22
+29% +$2.78K ﹤0.01% 450
2026
Q1 		$9.8K Hold
75
– – ﹤0.01% 467
2025
Q4 		$8.79K Hold
75
– – ﹤0.01% 260
2025
Q3 		$9.28K Buy
+75
New +$9.1K ﹤0.01% 260
2023
Q1 		– Sell
-67
Closed -$6.9K – 307
2022
Q4 		$6.9K Hold
67
– – ﹤0.01% 184
2022
Q3 		$6K Hold
67
– – ﹤0.01% 197
2022
Q2 		$7K Hold
67
– – ﹤0.01% 190
2022
Q1 		$7K Hold
67
– – ﹤0.01% 212
2021
Q4 		$7K Hold
67
– – ﹤0.01% 211
2021
Q3 		$7K Buy
+67
New +$6.94K ﹤0.01% 207

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cedar Mountain Advisors's DUK Position: Q3 2026 in Review

Cedar Mountain Advisors held its Duke Energy (DUK) position steady in Q3 2026 at 97 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Cedar Mountain Advisors first reported a position in DUK in Q3 2021 and has held it in 11 quarters since. The position peaked at $12.3K in Q2 2026. 1,025 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Cedar Mountain Advisors held 97 shares of Duke Energy worth $11.1K as of Q3 2026.
  • Cedar Mountain Advisors left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #439 holding.
  • Cedar Mountain Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 11 quarters since.
  • Cedar Mountain Advisors's Duke Energy position peaked at $12.3K in Q2 2026.
  • 1,025 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.