Doliver Advisors
DUK icon

Doliver Advisors’s Duke Energy DUK Stock Holding History

Doliver Advisors’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 		$1.44M Buy
12,674
+26
+0.2% +$3.18K 0.32% 50
2026
Q2 		$1.6M Buy
12,648
+551
+5% +$69.5K 0.36% 50
2026
Q1 		$1.58M Sell
12,097
-336
-3% -$42K 0.36% 44
2025
Q4 		$1.46M Buy
12,433
+4,556
+58% +$556K 0.36% 47
2025
Q3 		$975K Buy
7,877
+99
+1% +$12K 0.25% 76
2025
Q2 		$918K Sell
7,778
-1,558
-17% -$184K 0.25% 72
2025
Q1 		$1.14M Sell
9,336
-400
-4% -$45.6K 0.32% 54
2024
Q4 		$1.05M Buy
9,736
+1,423
+17% +$161K 0.29% 59
2024
Q3 		$958K Buy
8,313
+185
+2% +$20.6K 0.26% 64
2024
Q2 		$815K Buy
8,128
+2,131
+36% +$213K 0.23% 66
2024
Q1 		$580K Sell
5,997
-78
-1% -$7.4K 0.16% 87
2023
Q4 		$590K Sell
6,075
-365
-6% -$33.2K 0.18% 80
2023
Q3 		$568K Buy
6,440
+205
+3% +$18.8K 0.17% 81
2023
Q2 		$560K Buy
6,235
+515
+9% +$48.6K 0.17% 87
2023
Q1 		$552K Sell
5,720
-905
-14% -$89.4K 0.17% 80
2022
Q4 		$682K Buy
6,625
+4,140
+167% +$397K 0.22% 72
2022
Q3 		$231K Sell
2,485
-280
-10% -$30.1K 0.09% 130
2022
Q2 		$296K Sell
2,765
-2,116
-43% -$233K 0.11% 123
2022
Q1 		$545K Buy
4,881
+194
+4% +$20.1K 0.17% 92
2021
Q4 		$489K Sell
4,687
-354
-7% -$35.9K 0.15% 93
2021
Q3 		$492K Buy
5,041
+985
+24% +$102K 0.17% 97
2021
Q2 		$400K Sell
4,056
-1,511
-27% -$152K 0.13% 100
2021
Q1 		$537K Buy
5,567
+1,132
+26% +$103K 0.2% 79
2020
Q4 		$406K Sell
4,435
-60
-1% -$5.55K 0.18% 85
2020
Q3 		$398K Buy
4,495
+790
+21% +$65.1K 0.2% 89
2020
Q2 		$296K Buy
3,705
+510
+16% +$43.1K 0.13% 101
2020
Q1 		$277K Buy
3,195
+280
+10% +$25.7K 0.14% 90
2019
Q4 		$266K Buy
+2,915
New +$267K 0.11% 88
2018
Q4 		– Sell
-2,732
Closed -$219K – 158
2018
Q3 		$219K Sell
2,732
-300
-10% -$24.3K 0.09% 149
2018
Q2 		$240K Buy
+3,032
New +$233K 0.1% 164

Other funds holding DUK

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
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
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
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Doliver Advisors's DUK Position: Q3 2026 in Review

Doliver Advisors increased its Duke Energy (DUK) stake by 0.21% in Q3 2026, buying an estimated $3.18K and bringing the position to 12,674 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #50.

Doliver Advisors first reported a position in DUK in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.6M in Q2 2026. 865 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Doliver Advisors held 12,674 shares of Duke Energy worth $1.44M as of Q3 2026.
  • Doliver Advisors bought 26 Duke Energy shares in Q3 2026, an estimated $3.18K.
  • Duke Energy made up 0.32% of Doliver Advisors's portfolio in Q3 2026, its #50 holding.
  • Doliver Advisors first reported a position in Duke Energy in Q2 2018 and has held it in 30 quarters since.
  • Doliver Advisors's Duke Energy position peaked at $1.6M in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.