Elevation Wealth Partners
DUK icon

Elevation Wealth Partners’s Duke Energy DUK Stock Holding History

Elevation Wealth Partners’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 		$229K Buy
2,010
+76
+4% +$9.31K 0.06% 130
2026
Q2 		$245K Buy
1,934
+172
+10% +$21.7K 0.07% 119
2026
Q1 		$231K Hold
1,762
– – 0.08% 109
2025
Q4 		$207K Buy
1,762
+22
+1% +$2.69K 0.07% 115
2025
Q3 		$215K Buy
1,740
+31
+2% +$3.76K 0.08% 112
2025
Q2 		$202K Hold
1,709
– – 0.08% 112
2025
Q1 		$208K Hold
1,709
– – 0.09% 107
2024
Q4 		$184K Hold
1,709
– – 0.08% 118
2024
Q3 		$197K Hold
1,709
– – 0.08% 114
2024
Q2 		$171K Sell
1,709
-40
-2% -$4K 0.08% 120
2024
Q1 		$169K Sell
1,749
-133
-7% -$12.6K 0.08% 121
2023
Q4 		$166K Buy
+1,882
New +$171K 0.1% 116

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
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
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

Elevation Wealth Partners's DUK Position: Q3 2026 in Review

Elevation Wealth Partners increased its Duke Energy (DUK) stake by 3.9% in Q3 2026, buying an estimated $9.31K and bringing the position to 2,010 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #130.

Elevation Wealth Partners first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $245K in Q2 2026. 912 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Elevation Wealth Partners held 2,010 shares of Duke Energy worth $229K as of Q3 2026.
  • Elevation Wealth Partners bought 76 Duke Energy shares in Q3 2026, an estimated $9.31K.
  • Duke Energy made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #130 holding.
  • Elevation Wealth Partners first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Duke Energy position peaked at $245K in Q2 2026.
  • 912 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.