Fifth Third Wealth Advisors
DUK icon

Fifth Third Wealth Advisors’s Duke Energy DUK Stock Holding History

Fifth Third Wealth 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 		$4.41M Buy
38,716
+46
+0.1% +$5.64K 0.12% 129
2026
Q2 		$4.89M Sell
38,670
-715
-2% -$90.2K 0.14% 115
2026
Q1 		$5.16M Buy
39,385
+19,093
+94% +$2.39M 0.17% 100
2025
Q4 		$2.38M Sell
20,292
-1,258
-6% -$154K 0.08% 153
2025
Q3 		$2.67M Buy
21,550
+2,526
+13% +$307K 0.1% 135
2025
Q2 		$2.24M Buy
19,024
+5,516
+41% +$651K 0.09% 146
2025
Q1 		$1.65M Buy
13,508
+377
+3% +$43K 0.09% 162
2024
Q4 		$1.41M Buy
13,131
+3,305
+34% +$374K 0.08% 166
2024
Q3 		$1.13M Buy
9,826
+2,613
+36% +$291K 0.07% 179
2024
Q2 		$723K Buy
+7,213
New +$721K 0.05% 204

Other funds holding DUK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fifth Third Wealth Advisors's DUK Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Duke Energy (DUK) stake by 0.12% in Q3 2026, buying an estimated $5.64K and bringing the position to 38,716 shares worth $4.41M. The position accounts for 0.12% of the portfolio, ranked #129.

Fifth Third Wealth Advisors first reported a position in DUK in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.16M in Q1 2026. 1,857 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Fifth Third Wealth Advisors held 38,716 shares of Duke Energy worth $4.41M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 46 Duke Energy shares in Q3 2026, an estimated $5.64K.
  • Duke Energy made up 0.12% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #129 holding.
  • Fifth Third Wealth Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Duke Energy position peaked at $5.16M in Q1 2026.
  • 1,857 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.