Diversified Enterprises
DUK icon

Diversified Enterprises’s Duke Energy DUK Stock Holding History

Diversified Enterprises’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 		$477K Buy
4,185
+723
+21% +$88.6K 0.02% 282
2026
Q2 		$438K Sell
3,462
-348
-9% -$43.9K 0.02% 264
2026
Q1 		$499K Sell
3,810
-256
-6% -$32K 0.03% 240
2025
Q4 		$477K Buy
4,066
+1,649
+68% +$201K 0.03% 220
2025
Q3 		$299K Buy
2,417
+1
+0% +$121 0.02% 237
2025
Q2 		$285K Buy
2,416
+6
+0.2% +$708 0.02% 237
2025
Q1 		$294K Buy
+2,410
New +$275K 0.02% 231

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Diversified Enterprises's DUK Position: Q3 2026 in Review

Diversified Enterprises increased its Duke Energy (DUK) stake by 21% in Q3 2026, buying an estimated $88.6K and bringing the position to 4,185 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #282.

Diversified Enterprises first reported a position in DUK in Q1 2025 and has held it in 7 quarters since. The position peaked at $499K in Q1 2026. 1,025 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Diversified Enterprises held 4,185 shares of Duke Energy worth $477K as of Q3 2026.
  • Diversified Enterprises bought 723 Duke Energy shares in Q3 2026, an estimated $88.6K.
  • Duke Energy made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #282 holding.
  • Diversified Enterprises first reported a position in Duke Energy in Q1 2025 and has held it in 7 quarters since.
  • Diversified Enterprises's Duke Energy position peaked at $499K in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.