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Dickmeyer Boyce Financial Management’s Duke Energy DUK Stock Holding History

Dickmeyer Boyce Financial Management’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 		$1.16M Sell
10,199
-256
-2% -$31.4K 0.6% 43
2026
Q2 		$1.32M Sell
10,455
-3
-0% -$378 0.69% 37
2026
Q1 		$1.37M Buy
+10,458
New +$1.31M 0.81% 33

Other funds holding DUK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Dickmeyer Boyce Financial Management's DUK Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Duke Energy (DUK) stake by 2.4% in Q3 2026, selling an estimated $31.4K and leaving 10,199 shares worth $1.16M. The position accounts for 0.6% of the portfolio, ranked #43.

Dickmeyer Boyce Financial Management first reported a position in DUK in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.37M in Q1 2026. 82 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 10,199 shares of Duke Energy worth $1.16M as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 256 Duke Energy shares in Q3 2026, an estimated $31.4K.
  • Duke Energy made up 0.6% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #43 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Duke Energy in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Duke Energy position peaked at $1.37M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.