Goldstein Advisors
DUK icon

Goldstein Advisors’s Duke Energy DUK Stock Holding History

Goldstein 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 		$344K Buy
3,021
+220
+8% +$27K 0.03% 177
2026
Q2 		$355K Buy
2,801
+584
+26% +$73.7K 0.03% 171
2026
Q1 		$290K Buy
2,217
+155
+8% +$19.4K 0.03% 158
2025
Q4 		$242K Buy
2,062
+62
+3% +$7.57K 0.03% 183
2025
Q3 		$248K Buy
2,000
+56
+3% +$6.8K 0.03% 170
2025
Q2 		$229K Buy
1,944
+17
+0.9% +$2.01K 0.03% 171
2025
Q1 		$235K Buy
+1,927
New +$220K 0.03% 162

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Goldstein Advisors's DUK Position: Q3 2026 in Review

Goldstein Advisors increased its Duke Energy (DUK) stake by 7.9% in Q3 2026, buying an estimated $27K and bringing the position to 3,021 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #177.

Goldstein Advisors first reported a position in DUK in Q1 2025 and has held it in 7 quarters since. The position peaked at $355K in Q2 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Goldstein Advisors held 3,021 shares of Duke Energy worth $344K as of Q3 2026.
  • Goldstein Advisors bought 220 Duke Energy shares in Q3 2026, an estimated $27K.
  • Duke Energy made up 0.03% of Goldstein Advisors's portfolio in Q3 2026, its #177 holding.
  • Goldstein Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 7 quarters since.
  • Goldstein Advisors's Duke Energy position peaked at $355K in Q2 2026.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.