Cheviot Value Management
DUK icon

Cheviot Value Management’s Duke Energy DUK Stock Holding History

Cheviot Value Management’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 		$13K Buy
+114
New +$14K ﹤0.01% 308

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cheviot Value Management's DUK Position: Q3 2026 in Review

Cheviot Value Management opened a new position in Duke Energy (DUK) in Q3 2026: 114 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings.

1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Cheviot Value Management held 114 shares of Duke Energy worth $13K as of Q3 2026.
  • Duke Energy was a new Cheviot Value Management position in Q3 2026.
  • Duke Energy made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #308 holding.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.