FFA
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Farther Finance Advisors’s Duke Energy DUK Stock Holding History

Farther Finance 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 		$11.1M Buy
96,972
+20,067
+26% +$2.46M 0.08% 226
2026
Q2 		$9.74M Buy
76,905
+15,417
+25% +$1.94M 0.08% 223
2026
Q1 		$8.05M Buy
61,488
+7,627
+14% +$954K 0.08% 232
2025
Q4 		$6.31M Buy
53,861
+12,219
+29% +$1.49M 0.07% 256
2025
Q3 		$5.15M Buy
41,642
+11,409
+38% +$1.38M 0.08% 216
2025
Q2 		$3.57M Buy
30,233
+11,435
+61% +$1.35M 0.07% 238
2025
Q1 		$2.28M Buy
18,798
+6,120
+48% +$698K 0.06% 275
2024
Q4 		$1.37M Buy
12,678
+140
+1% +$15.9K 0.05% 288
2024
Q3 		$1.45M Buy
12,538
+4,500
+56% +$501K 0.05% 259
2024
Q2 		$799K Buy
8,038
+2,835
+54% +$284K 0.04% 351
2024
Q1 		$500K Buy
5,203
+389
+8% +$36.9K 0.03% 397
2023
Q4 		$467K Buy
4,814
+2,453
+104% +$223K 0.03% 363
2023
Q3 		$208K Buy
2,361
+851
+56% +$78K 0.03% 377
2023
Q2 		$135K Buy
1,510
+185
+14% +$17.5K 0.03% 383
2023
Q1 		$128K Buy
1,325
+85
+7% +$8.4K 0.04% 343
2022
Q4 		$128K Buy
+1,240
New +$119K 0.05% 283

Other funds holding DUK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's DUK Position: Q3 2026 in Review

Farther Finance Advisors increased its Duke Energy (DUK) stake by 26% in Q3 2026, buying an estimated $2.46M and bringing the position to 96,972 shares worth $11.1M. The position accounts for 0.08% of the portfolio, ranked #226.

Farther Finance Advisors first reported a position in DUK in Q4 2022 and has held it in 16 quarters since. 82 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Farther Finance Advisors held 96,972 shares of Duke Energy worth $11.1M as of Q3 2026.
  • Farther Finance Advisors bought 20,067 Duke Energy shares in Q3 2026, an estimated $2.46M.
  • Duke Energy made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #226 holding.
  • Farther Finance Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 16 quarters since.
  • 82 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.