Hamilton Capital’s Duke Energy DUK Stock Holding History

Hamilton 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	-1,898	Closed	-$240K	–	160
2026 Q2	$240K	Buy	1,898 +326	+21%	+$41.1K	0.01%	134
2026 Q1	$206K	Buy	+1,572	New	+$197K	0.01%	148
2023 Q1	–	Sell	-2,990	Closed	-$308K	–	132
2022 Q4	$308K	Buy	2,990 +453	+18%	+$43.5K	0.02%	95
2022 Q3	$236K	Buy	2,537 +204	+9%	+$21.9K	0.02%	84
2022 Q2	$250K	Buy	2,333 +34	+1%	+$3.74K	0.02%	92
2022 Q1	$257K	Sell	2,299 -111	-5%	-$11.5K	0.02%	96
2021 Q4	$253K	Buy	+2,410	New	+$244K	0.02%	125
2019 Q3	–	Sell	-3,256	Closed	-$287K	–	37
2019 Q2	$287K	Sell	3,256 -49	-1%	-$4.33K	0.1%	41
2019 Q1	$297K	Buy	+3,305	New	+$291K	0.13%	29

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Hamilton Capital's DUK Position: Q3 2026 in Review

Hamilton Capital sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,898 shares — an estimated $240K sold.

Hamilton Capital first reported a position in DUK in Q1 2019 and held it in 9 quarters. The position peaked at $308K in Q4 2022. 293 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Hamilton Capital reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
Hamilton Capital sold 1,898 Duke Energy shares in Q3 2026, an estimated $240K.
Hamilton Capital first reported a position in Duke Energy in Q1 2019 and held it in 9 quarters.
Hamilton Capital's Duke Energy position peaked at $308K in Q4 2022.
293 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.