Constitution Capital
DUK icon

Constitution Capital’s Duke Energy DUK Stock Holding History

Constitution Capital’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 		$4.05M Buy
35,513
+800
+2% +$98K 1.88% 17
2026
Q2 		$4.39M Sell
34,713
-16,000
-32% -$2.02M 2.26% 17
2026
Q1 		$6.64M Buy
50,713
+13,275
+35% +$1.66M 3.32% 12
2025
Q4 		$4.39M Buy
37,438
+335
+0.9% +$40.9K 2.08% 18
2025
Q3 		$4.59M Sell
37,103
-76
-0.2% -$9.22K 2.15% 13
2025
Q2 		$4.39M Buy
37,179
+3,775
+11% +$445K 2.24% 15
2025
Q1 		$4.07M Buy
33,404
+2,150
+7% +$245K 2.26% 17
2024
Q4 		$3.37M Buy
31,254
+3,580
+13% +$406K 1.89% 16
2024
Q3 		$3.19M Buy
27,674
+515
+2% +$57.3K 1.7% 16
2024
Q2 		$2.72M Sell
27,159
-2,094
-7% -$209K 1.44% 16
2024
Q1 		$2.83M Buy
29,253
+2,630
+10% +$250K 1.6% 14
2023
Q4 		$2.58M Sell
26,623
-1,718
-6% -$156K 1.56% 13
2023
Q3 		$2.5M Sell
28,341
-4,782
-14% -$438K 1.7% 12
2023
Q2 		$2.97M Sell
33,123
-2,454
-7% -$232K 1.69% 12
2023
Q1 		$3.43M Sell
35,577
-302
-0.8% -$29.8K 2.08% 12
2022
Q4 		$3.7M Sell
35,879
-7,020
-16% -$674K 2.28% 13
2022
Q3 		$3.99M Buy
42,899
+3,610
+9% +$388K 2.67% 12
2022
Q2 		$4.21M Buy
39,289
+7,500
+24% +$825K 2.7% 12
2022
Q1 		$3.55M Buy
31,789
+3,885
+14% +$403K 1.95% 14
2021
Q4 		$2.93M Buy
27,904
+1,400
+5% +$142K 1.56% 17
2021
Q3 		$2.59M Buy
26,504
+658
+3% +$68.1K 1.55% 16
2021
Q2 		$2.55M Sell
25,846
-174
-0.7% -$17.5K 1.56% 20
2021
Q1 		$2.51M Buy
26,020
+3,540
+16% +$323K 1.66% 18
2020
Q4 		$2.06M Buy
+22,480
New +$2.08M 1.46% 18

Other funds holding DUK

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 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

Constitution Capital's DUK Position: Q3 2026 in Review

Constitution Capital increased its Duke Energy (DUK) stake by 2.3% in Q3 2026, buying an estimated $98K and bringing the position to 35,513 shares worth $4.05M. The position accounts for 1.88% of the portfolio, ranked #17.

Constitution Capital first reported a position in DUK in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.64M in Q1 2026. 1,189 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Constitution Capital held 35,513 shares of Duke Energy worth $4.05M as of Q3 2026.
  • Constitution Capital bought 800 Duke Energy shares in Q3 2026, an estimated $98K.
  • Duke Energy made up 1.88% of Constitution Capital's portfolio in Q3 2026, its #17 holding.
  • Constitution Capital first reported a position in Duke Energy in Q4 2020 and has held it in 24 quarters since.
  • Constitution Capital's Duke Energy position peaked at $6.64M in Q1 2026.
  • 1,189 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.