FAI Advisors’s Duke Energy DUK Stock Holding History

FAI 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	$294K	Sell	2,583 -39	-1%	-$4.78K	0.11%	128
2026 Q2	$332K	Hold	2,622	–	–	0.13%	121
2026 Q1	$343K	Sell	2,622 -164	-6%	-$20.5K	0.15%	112
2025 Q4	$327K	Sell	2,786 -38	-1%	-$4.64K	0.14%	119
2025 Q3	$349K	Buy	2,824 +14	+0.5%	+$1.7K	0.16%	106
2025 Q2	$332K	Buy	2,810 +456	+19%	+$53.8K	0.16%	105
2025 Q1	$287K	Sell	2,354 -31	-1%	-$3.53K	0.15%	110
2024 Q4	$257K	Buy	+2,385	New	+$270K	0.12%	136

Other funds holding DUK

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

FAI Advisors's DUK Position: Q3 2026 in Review

FAI Advisors reduced its Duke Energy (DUK) stake by 1.5% in Q3 2026, selling an estimated $4.78K and leaving 2,583 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #128.

FAI Advisors first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $349K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

FAI Advisors held 2,583 shares of Duke Energy worth $294K as of Q3 2026.
FAI Advisors sold 39 Duke Energy shares in Q3 2026, an estimated $4.78K.
Duke Energy made up 0.11% of FAI Advisors's portfolio in Q3 2026, its #128 holding.
FAI Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
FAI Advisors's Duke Energy position peaked at $349K in Q3 2025.
1,265 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.