DecisionPoint Financial’s Duke Energy DUK Stock Holding History

DecisionPoint Financial’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	$342	Hold	3	–	–	﹤0.01%	876
2026 Q2	$378	Sell	3 -11	-79%	-$1.39K	﹤0.01%	727
2026 Q1	$1.83K	Sell	14 -25	-64%	-$3.12K	﹤0.01%	282
2025 Q4	$4.57K	Buy	39 +25	+179%	+$3.05K	﹤0.01%	256
2025 Q3	$1.71K	Hold	14	–	–	﹤0.01%	256
2025 Q2	$1.66K	Buy	+14	New	+$1.65K	﹤0.01%	249
2023 Q4	–	Sell	-16	Closed	-$1.41K	–	224
2023 Q3	$1.41K	Buy	+16	New	+$1.47K	﹤0.01%	216

Other funds holding DUK

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

DecisionPoint Financial's DUK Position: Q3 2026 in Review

DecisionPoint Financial held its Duke Energy (DUK) position steady in Q3 2026 at 3 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #876.

DecisionPoint Financial first reported a position in DUK in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.57K in Q4 2025. 969 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

DecisionPoint Financial held 3 shares of Duke Energy worth $342 as of Q3 2026.
DecisionPoint Financial left its Duke Energy share count unchanged in Q3 2026.
Duke Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #876 holding.
DecisionPoint Financial first reported a position in Duke Energy in Q3 2023 and has held it in 7 quarters since.
DecisionPoint Financial's Duke Energy position peaked at $4.57K in Q4 2025.
969 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.