Herold Advisors
DUK icon

Herold Advisors’s Duke Energy DUK Stock Holding History

Herold 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 		$249K Sell
2,183
-190
-8% -$23.3K 0.05% 239
2026
Q2 		$301K Buy
2,373
+68
+3% +$8.58K 0.06% 228
2026
Q1 		$302K Buy
+2,305
New +$288K 0.07% 216
2025
Q2 		– Sell
-1,655
Closed -$202K – 317
2025
Q1 		$202K Buy
+1,655
New +$189K 0.04% 268
2022
Q2 		– Sell
-1,478
Closed -$165K – 304
2022
Q1 		$165K Buy
+1,478
New +$154K 0.06% 221
2021
Q4 		– Sell
-1,228
Closed -$119K – 303
2021
Q3 		$119K Buy
+1,228
New +$127K 0.05% 253

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Herold Advisors's DUK Position: Q3 2026 in Review

Herold Advisors reduced its Duke Energy (DUK) stake by 8% in Q3 2026, selling an estimated $23.3K and leaving 2,183 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #239.

Herold Advisors first reported a position in DUK in Q3 2021 and has held it in 6 quarters since. The position peaked at $302K in Q1 2026. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Herold Advisors held 2,183 shares of Duke Energy worth $249K as of Q3 2026.
  • Herold Advisors sold 190 Duke Energy shares in Q3 2026, an estimated $23.3K.
  • Duke Energy made up 0.05% of Herold Advisors's portfolio in Q3 2026, its #239 holding.
  • Herold Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 6 quarters since.
  • Herold Advisors's Duke Energy position peaked at $302K in Q1 2026.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.