Facet Wealth Inc
DUK icon

Facet Wealth Inc’s Duke Energy DUK Stock Holding History

Facet Wealth Inc’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 		$361K Sell
3,164
-133
-4% -$16.3K ﹤0.01% 315
2026
Q2 		$417K Buy
3,297
+793
+32% +$100K 0.01% 247
2026
Q1 		$328K Buy
2,504
+443
+21% +$55.4K 0.01% 241
2025
Q4 		$248K Buy
2,061
+339
+20% +$41.4K ﹤0.01% 250
2025
Q3 		$213K Buy
+1,722
New +$209K ﹤0.01% 208
2025
Q1 		– Sell
-1,771
Closed -$204K – 144
2024
Q4 		$204K Buy
+1,771
New +$201K 0.01% 142

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Facet Wealth Inc's DUK Position: Q3 2026 in Review

Facet Wealth Inc reduced its Duke Energy (DUK) stake by 4% in Q3 2026, selling an estimated $16.3K and leaving 3,164 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Facet Wealth Inc first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $417K in Q2 2026. 1,436 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Facet Wealth Inc held 3,164 shares of Duke Energy worth $361K as of Q3 2026.
  • Facet Wealth Inc sold 133 Duke Energy shares in Q3 2026, an estimated $16.3K.
  • Duke Energy made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #315 holding.
  • Facet Wealth Inc first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Facet Wealth Inc's Duke Energy position peaked at $417K in Q2 2026.
  • 1,436 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.