Fourpath Capital Management
DUK icon

Fourpath Capital Management’s Duke Energy DUK Stock Holding History

Fourpath Capital Management’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 		$1.27M Sell
11,161
-153
-1% -$18.7K 0.17% 90
2026
Q2 		$1.43M Buy
11,314
+732
+7% +$92.3K 0.19% 90
2026
Q1 		$1.39M Buy
10,582
+2
+0% +$250 0.2% 85
2025
Q4 		$1.24M Sell
10,580
-70
-0.7% -$8.55K 0.17% 91
2025
Q3 		$1.32M Buy
10,650
+14
+0.1% +$1.7K 0.19% 83
2025
Q2 		$1.26M Sell
10,636
-194
-2% -$22.9K 0.2% 82
2025
Q1 		$1.32M Sell
10,830
-26
-0.2% -$2.96K 0.23% 79
2024
Q4 		$1.17M Sell
10,856
-192
-2% -$21.8K 0.22% 84
2024
Q3 		$1.27M Sell
11,048
-1,636
-13% -$182K 0.23% 81
2024
Q2 		$1.27M Sell
12,684
-409
-3% -$40.9K 0.94% 19
2024
Q1 		$1.27M Sell
13,093
-250
-2% -$23.7K 0.88% 21
2023
Q4 		$1.29M Sell
13,343
-509
-4% -$46.3K 0.88% 20
2023
Q3 		$1.22M Sell
13,852
-17
-0.1% -$1.56K 0.92% 23
2023
Q2 		$1.24M Buy
13,869
+1,296
+10% +$122K 1.5% 13
2023
Q1 		$1.21M Hold
12,573
– – 0.85% 26
2022
Q4 		$1.29M Buy
12,573
+1,725
+16% +$166K 0.94% 24
2022
Q3 		$1.01M Buy
10,848
+18
+0.2% +$1.93K 0.69% 35
2022
Q2 		$1.16M Buy
10,830
+134
+1% +$14.7K 0.72% 28
2022
Q1 		$1.19M Hold
10,696
– – 0.47% 39
2021
Q4 		$1.12M Buy
+10,696
New +$1.08M 0.43% 42

Other funds holding DUK

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fourpath Capital Management's DUK Position: Q3 2026 in Review

Fourpath Capital Management reduced its Duke Energy (DUK) stake by 1.4% in Q3 2026, selling an estimated $18.7K and leaving 11,161 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #90.

Fourpath Capital Management first reported a position in DUK in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.43M in Q2 2026. 542 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Fourpath Capital Management held 11,161 shares of Duke Energy worth $1.27M as of Q3 2026.
  • Fourpath Capital Management sold 153 Duke Energy shares in Q3 2026, an estimated $18.7K.
  • Duke Energy made up 0.17% of Fourpath Capital Management's portfolio in Q3 2026, its #90 holding.
  • Fourpath Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 20 quarters since.
  • Fourpath Capital Management's Duke Energy position peaked at $1.43M in Q2 2026.
  • 542 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.