Crown Wealth Group’s Duke Energy DUK Stock Holding History

Crown Wealth 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	$250K	Sell	2,196 -124	-5%	-$15.2K	0.06%	123
2026 Q2	$294K	Buy	2,320 +239	+11%	+$30.1K	0.07%	114
2026 Q1	$272K	Buy	2,081 +199	+11%	+$24.9K	0.08%	106
2025 Q4	$221K	Buy	1,882 +170	+10%	+$20.8K	0.06%	132
2025 Q3	$212K	Buy	+1,712	New	+$208K	0.06%	118
2025 Q2	–	Sell	-1,788	Closed	-$218K	–	121
2025 Q1	$218K	Buy	+1,788	New	+$204K	0.11%	97
2024 Q4	–	Sell	-2,026	Closed	-$234K	–	116
2024 Q3	$234K	Buy	+2,026	New	+$225K	0.1%	100
2022 Q3	–	Sell	-2,061	Closed	-$221K	–	60
2022 Q2	$221K	Sell	2,061 -47	-2%	-$5.17K	0.2%	66
2022 Q1	$235K	Buy	+2,108	New	+$219K	0.16%	83

Other funds holding DUK

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

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

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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crown Wealth Group's DUK Position: Q3 2026 in Review

Crown Wealth Group reduced its Duke Energy (DUK) stake by 5.3% in Q3 2026, selling an estimated $15.2K and leaving 2,196 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #123.

Crown Wealth Group first reported a position in DUK in Q1 2022 and has held it in 9 quarters since. The position peaked at $294K in Q2 2026. 1,189 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Crown Wealth Group held 2,196 shares of Duke Energy worth $250K as of Q3 2026.
Crown Wealth Group sold 124 Duke Energy shares in Q3 2026, an estimated $15.2K.
Duke Energy made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #123 holding.
Crown Wealth Group first reported a position in Duke Energy in Q1 2022 and has held it in 9 quarters since.
Crown Wealth Group's Duke Energy position peaked at $294K in Q2 2026.
1,189 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.