Fusion Capital
DUK icon

Fusion Capital’s Duke Energy DUK Stock Holding History

Fusion Capital’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 		– Sell
-1,605
Closed -$203K – 109
2026
Q2 		$203K Buy
1,605
+2
+0.1% +$252 0.05% 111
2026
Q1 		$210K Buy
+1,603
New +$200K 0.06% 100
2020
Q3 		– Sell
-2,982
Closed -$238K – 67
2020
Q2 		$238K Buy
2,982
+6
+0.2% +$507 0.23% 54
2020
Q1 		$241K Buy
2,976
+130
+5% +$11.9K 0.29% 45
2019
Q4 		$260K Buy
+2,846
New +$261K 0.23% 51

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
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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

Fusion Capital's DUK Position: Q3 2026 in Review

Fusion Capital sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,605 shares — an estimated $203K sold.

Fusion Capital first reported a position in DUK in Q4 2019 and held it in 5 quarters. The position peaked at $260K in Q4 2019. 912 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Fusion Capital reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Fusion Capital sold 1,605 Duke Energy shares in Q3 2026, an estimated $203K.
  • Fusion Capital first reported a position in Duke Energy in Q4 2019 and held it in 5 quarters.
  • Fusion Capital's Duke Energy position peaked at $260K in Q4 2019.
  • 912 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Fusion Capital's 13F filing for Q3 2026, filed 28 Oct 2026.