Discipline Wealth Solutions
DUK icon

Discipline Wealth Solutions’s Duke Energy DUK Stock Holding History

Discipline Wealth Solutions’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 		$226K Sell
1,984
-14
-0.7% -$1.72K 0.02% 189
2026
Q2 		$253K Buy
1,998
+36
+2% +$4.54K 0.02% 180
2026
Q1 		$257K Buy
1,962
+88
+5% +$11K 0.03% 165
2025
Q4 		$220K Buy
1,874
+37
+2% +$4.52K 0.04% 159
2025
Q3 		$227K Buy
+1,837
New +$223K 0.06% 142

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Discipline Wealth Solutions's DUK Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Duke Energy (DUK) stake by 0.7% in Q3 2026, selling an estimated $1.72K and leaving 1,984 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #189.

Discipline Wealth Solutions first reported a position in DUK in Q3 2025 and has held it in 5 quarters since. The position peaked at $257K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Discipline Wealth Solutions held 1,984 shares of Duke Energy worth $226K as of Q3 2026.
  • Discipline Wealth Solutions sold 14 Duke Energy shares in Q3 2026, an estimated $1.72K.
  • Duke Energy made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #189 holding.
  • Discipline Wealth Solutions first reported a position in Duke Energy in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's Duke Energy position peaked at $257K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.