Guardian Partners’s Duke Energy DUK Stock Holding History

Guardian Partners’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	$11.7M	Sell	103,021 -522	-0.5%	-$63.9K	1.04%	25
2026 Q2	$13.1M	Sell	103,543 -20,827	-17%	-$2.63M	1.18%	23
2026 Q1	$16.3M	Sell	124,370 -994	-0.8%	-$124K	1.36%	23
2025 Q4	$15.3M	Buy	125,364 +2,211	+2%	+$270K	1.22%	24
2025 Q3	$15.1M	Sell	123,153 -629	-0.5%	-$76.3K	1.28%	24
2025 Q2	$14.5M	Sell	123,782 -1,227	-1%	-$145K	1.3%	22
2025 Q1	$15.2M	Sell	125,009 -27	-0%	-$3.08K	1.57%	16
2024 Q4	$13.5M	Buy	+125,036	New	+$14.2M	1.38%	21

Other funds holding DUK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Guardian Partners's DUK Position: Q3 2026 in Review

Guardian Partners reduced its Duke Energy (DUK) stake by 0.5% in Q3 2026, selling an estimated $63.9K and leaving 103,021 shares worth $11.7M. The position accounts for 1.04% of the portfolio, ranked #25.

Guardian Partners first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.3M in Q1 2026. 1,675 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Guardian Partners held 103,021 shares of Duke Energy worth $11.7M as of Q3 2026.
Guardian Partners sold 522 Duke Energy shares in Q3 2026, an estimated $63.9K.
Duke Energy made up 1.04% of Guardian Partners's portfolio in Q3 2026, its #25 holding.
Guardian Partners first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Duke Energy position peaked at $16.3M in Q1 2026.
1,675 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.