Courier Capital’s Duke Energy DUK Stock Holding History

Courier 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	$1.98M	Buy	17,408 +491	+3%	+$60.2K	0.1%	173
2026 Q2	$2.14M	Sell	16,917 -168	-1%	-$21.2K	0.11%	164
2026 Q1	$2.24M	Sell	17,085 -101	-0.6%	-$12.6K	0.13%	151
2025 Q4	$2.01M	Buy	17,186 +58	+0.3%	+$7.08K	0.11%	157
2025 Q3	$2.12M	Buy	17,128 +29	+0.2%	+$3.52K	0.12%	153
2025 Q2	$2.02M	Buy	17,099 +1,798	+12%	+$212K	0.12%	150
2025 Q1	$1.87M	Sell	15,301 -103	-0.7%	-$11.7K	0.12%	151
2024 Q4	$1.66M	Sell	15,404 -193	-1%	-$21.9K	0.11%	151
2024 Q3	$1.8M	Buy	15,597 +1,151	+8%	+$128K	0.12%	146
2024 Q2	$1.45M	Sell	14,446 -1,175	-8%	-$118K	0.12%	141
2024 Q1	$1.51M	Sell	15,621 -5,493	-26%	-$521K	0.11%	155
2023 Q4	$2.05M	Sell	21,114 -266	-1%	-$24.2K	0.16%	124
2023 Q3	$1.89M	Sell	21,380 -14	-0.1%	-$1.28K	0.16%	127
2023 Q2	$1.92M	Buy	+21,394	New	+$2.02M	0.15%	129

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Courier Capital's DUK Position: Q3 2026 in Review

Courier Capital increased its Duke Energy (DUK) stake by 2.9% in Q3 2026, buying an estimated $60.2K and bringing the position to 17,408 shares worth $1.98M. The position accounts for 0.1% of the portfolio, ranked #173.

Courier Capital first reported a position in DUK in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.24M in Q1 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Courier Capital held 17,408 shares of Duke Energy worth $1.98M as of Q3 2026.
Courier Capital bought 491 Duke Energy shares in Q3 2026, an estimated $60.2K.
Duke Energy made up 0.1% of Courier Capital's portfolio in Q3 2026, its #173 holding.
Courier Capital first reported a position in Duke Energy in Q2 2023 and has held it in 14 quarters since.
Courier Capital's Duke Energy position peaked at $2.24M in Q1 2026.
1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

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