Decker Retirement Planning
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Decker Retirement Planning’s Duke Energy DUK Stock Holding History

Decker Retirement Planning’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 		– Sell
-117
Closed -$14.8K – 399
2026
Q2 		$14.8K Buy
+117
New +$14.8K 0.01% 194
2025
Q3 		– Sell
-27
Closed -$3.19K – 246
2025
Q2 		$3.19K Buy
+27
New +$3.19K ﹤0.01% 236

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Decker Retirement Planning's DUK Position: Q3 2026 in Review

Decker Retirement Planning sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 117 shares — an estimated $14.8K sold.

Decker Retirement Planning first reported a position in DUK in Q2 2025 and held it in 2 quarters. The position peaked at $14.8K in Q2 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Decker Retirement Planning reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 117 Duke Energy shares in Q3 2026, an estimated $14.8K.
  • Decker Retirement Planning first reported a position in Duke Energy in Q2 2025 and held it in 2 quarters.
  • Decker Retirement Planning's Duke Energy position peaked at $14.8K in Q2 2026.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.