Client 1st Advisory Group
DUK icon

Client 1st Advisory Group’s Duke Energy DUK Stock Holding History

Client 1st Advisory Group’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 		– Sell
-1,712
Closed -$217K – 145
2026
Q2 		$217K Buy
1,712
+171
+11% +$21.6K 0.06% 138
2026
Q1 		$202K Sell
1,541
-234
-13% -$29.3K 0.06% 134
2025
Q4 		$208K Buy
+1,775
New +$217K 0.07% 138

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
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
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

Client 1st Advisory Group's DUK Position: Q3 2026 in Review

Client 1st Advisory Group sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,712 shares — an estimated $217K sold.

Client 1st Advisory Group first reported a position in DUK in Q4 2025 and held it in 3 quarters. The position peaked at $217K in Q2 2026. 659 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Client 1st Advisory Group reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 1,712 Duke Energy shares in Q3 2026, an estimated $217K.
  • Client 1st Advisory Group first reported a position in Duke Energy in Q4 2025 and held it in 3 quarters.
  • Client 1st Advisory Group's Duke Energy position peaked at $217K in Q2 2026.
  • 659 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.