Essential Partners’s Duke Energy DUK Stock Holding History

Essential 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	$91.5K	Buy	803 +654	+439%	+$80.1K	0.04%	443
2026 Q2	$18.9K	Hold	149	–	–	0.01%	935
2026 Q1	$19.5K	Sell	149 -18	-11%	-$2.25K	0.01%	939
2025 Q4	$19.6K	Sell	167 -617	-79%	-$75.3K	0.01%	915
2025 Q3	$97K	Buy	784 +86	+12%	+$10.4K	0.03%	436
2025 Q2	$82.4K	Buy	+698	New	+$82.4K	0.03%	378

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Essential Partners's DUK Position: Q3 2026 in Review

Essential Partners increased its Duke Energy (DUK) stake by 439% in Q3 2026, buying an estimated $80.1K and bringing the position to 803 shares worth $91.5K. The position accounts for 0.04% of the portfolio, ranked #443.

Essential Partners first reported a position in DUK in Q2 2025 and has held it in 6 quarters since. The position peaked at $97K in Q3 2025. 270 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Essential Partners held 803 shares of Duke Energy worth $91.5K as of Q3 2026.
Essential Partners bought 654 Duke Energy shares in Q3 2026, an estimated $80.1K.
Duke Energy made up 0.04% of Essential Partners's portfolio in Q3 2026, its #443 holding.
Essential Partners first reported a position in Duke Energy in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Duke Energy position peaked at $97K in Q3 2025.
270 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.