Ferguson Shapiro’s Duke Energy DUK Stock Holding History

Ferguson Shapiro’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	$225K	Buy	1,971 +6	+0.3%	+$735	0.07%	74
2026 Q2	$249K	Buy	1,965 +16	+0.8%	+$2.02K	0.07%	75
2026 Q1	$255K	Hold	1,949	–	–	0.08%	66
2025 Q4	$228K	Hold	1,949	–	–	0.07%	71
2025 Q3	$241K	Sell	1,949 -66	-3%	-$8.01K	0.08%	61
2025 Q2	$238K	Buy	+2,015	New	+$238K	0.08%	60
2020 Q3	–	Sell	-13,191	Closed	-$1.07M	–	27
2020 Q2	$1.07M	Buy	+13,191	New	+$1.11M	0.74%	15

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Ferguson Shapiro's DUK Position: Q3 2026 in Review

Ferguson Shapiro increased its Duke Energy (DUK) stake by 0.31% in Q3 2026, buying an estimated $735 and bringing the position to 1,971 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #74.

Ferguson Shapiro first reported a position in DUK in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.07M in Q2 2020. 728 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Ferguson Shapiro held 1,971 shares of Duke Energy worth $225K as of Q3 2026.
Ferguson Shapiro bought 6 Duke Energy shares in Q3 2026, an estimated $735.
Duke Energy made up 0.07% of Ferguson Shapiro's portfolio in Q3 2026, its #74 holding.
Ferguson Shapiro first reported a position in Duke Energy in Q2 2020 and has held it in 7 quarters since.
Ferguson Shapiro's Duke Energy position peaked at $1.07M in Q2 2020.
728 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Ferguson Shapiro's 13F filing for Q3 2026, filed 16 Oct 2026.