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Diversified Management’s Duke Energy DUK Stock Holding History

Diversified 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 		$695K Buy
+6,092
New +$746K 0.12% 138
2026
Q2 		– Sell
-6,331
Closed -$829K – 206
2026
Q1 		$829K Buy
+6,331
New +$791K 0.14% 139

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
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
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 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

Diversified Management's DUK Position: Q3 2026 in Review

Diversified Management opened a new position in Duke Energy (DUK) in Q3 2026: 6,092 shares worth $695K. The stake represents 0.12% of the portfolio and ranks #138 among its holdings. This is a return to the name: Diversified Management previously reported a position in DUK as recently as Q1 2026.

Diversified Management first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $829K in Q1 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Diversified Management held 6,092 shares of Duke Energy worth $695K as of Q3 2026.
  • Duke Energy was a new Diversified Management position in Q3 2026.
  • Duke Energy made up 0.12% of Diversified Management's portfolio in Q3 2026, its #138 holding.
  • Diversified Management first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's Duke Energy position peaked at $829K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

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