Granite FO LLC’s Duke Energy DUK Stock Holding History

Granite FO LLC’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	$5.7K	Hold	50	–	–	﹤0.01%	102
2026 Q2	$6.33K	Hold	50	–	–	﹤0.01%	100
2026 Q1	$6.55K	Hold	50	–	–	﹤0.01%	100
2025 Q4	$5.86K	Hold	50	–	–	﹤0.01%	108
2025 Q3	$6.19K	Hold	50	–	–	﹤0.01%	124
2025 Q2	$5.9K	Hold	50	–	–	﹤0.01%	122
2025 Q1	$6.1K	Hold	50	–	–	﹤0.01%	117
2024 Q4	$5.39K	Hold	50	–	–	﹤0.01%	120
2024 Q3	$5.76K	Buy	+50	New	+$5.56K	﹤0.01%	121
2024 Q2	–	Sell	-50	Closed	-$5.64K	–	98
2024 Q1	$5.64K	Hold	50	–	–	﹤0.01%	130
2023 Q4	$4.85K	Hold	50	–	–	﹤0.01%	146
2023 Q3	$4.41K	Hold	50	–	–	﹤0.01%	149
2023 Q2	$4.49K	Sell	50 -932	-95%	-$88K	﹤0.01%	161
2023 Q1	$97.1K	Buy	982 +932	+1,864%	+$92.1K	0.06%	118
2022 Q4	$5K	Buy	+50	New	+$4.8K	﹤0.01%	136

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Granite FO LLC's DUK Position: Q3 2026 in Review

Granite FO LLC held its Duke Energy (DUK) position steady in Q3 2026 at 50 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

Granite FO LLC first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $97.1K in Q1 2023. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Granite FO LLC held 50 shares of Duke Energy worth $5.7K as of Q3 2026.
Granite FO LLC left its Duke Energy share count unchanged in Q3 2026.
Duke Energy made up ﹤0.01% of Granite FO LLC's portfolio in Q3 2026, its #102 holding.
Granite FO LLC first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's Duke Energy position peaked at $97.1K in Q1 2023.
1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.