Colton Groome Financial Advisors’s Duke Energy DUK Stock Holding History

Colton Groome Financial 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	$204K	Sell	1,788 -70	-4%	-$8.57K	0.05%	157
2026 Q2	$235K	Buy	+1,858	New	+$234K	0.06%	152
2025 Q1	–	Sell	-2,331	Closed	-$251K	–	126
2024 Q4	$251K	Buy	+2,331	New	+$264K	0.1%	111
2023 Q1	–	Sell	-2,197	Closed	-$226K	–	128
2022 Q4	$226K	Sell	2,197 -266	-11%	-$25.5K	0.11%	116
2022 Q3	$229K	Hold	2,463	–	–	0.12%	103
2022 Q2	$264K	Buy	2,463 +524	+27%	+$57.6K	0.13%	82
2022 Q1	$217K	Hold	1,939	–	–	0.1%	101
2021 Q4	$203K	Buy	+1,939	New	+$197K	0.08%	109

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Colton Groome Financial Advisors's DUK Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Duke Energy (DUK) stake by 3.8% in Q3 2026, selling an estimated $8.57K and leaving 1,788 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #157.

Colton Groome Financial Advisors first reported a position in DUK in Q4 2021 and has held it in 8 quarters since. The position peaked at $264K in Q2 2022. 332 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Colton Groome Financial Advisors held 1,788 shares of Duke Energy worth $204K as of Q3 2026.
Colton Groome Financial Advisors sold 70 Duke Energy shares in Q3 2026, an estimated $8.57K.
Duke Energy made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #157 holding.
Colton Groome Financial Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 8 quarters since.
Colton Groome Financial Advisors's Duke Energy position peaked at $264K in Q2 2022.
332 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.