High Point Wealth Management
DUK icon

High Point Wealth Management’s Duke Energy DUK Stock Holding History

High Point Wealth Management’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 		$763K Buy
6,694
+562
+9% +$68.8K 0.6% 41
2026
Q2 		$776K Buy
6,132
+618
+11% +$78K 0.63% 38
2026
Q1 		$722K Buy
5,514
+174
+3% +$21.8K 0.7% 36
2025
Q4 		$626K Buy
+5,340
New +$652K 0.59% 39

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

High Point Wealth Management's DUK Position: Q3 2026 in Review

High Point Wealth Management increased its Duke Energy (DUK) stake by 9.2% in Q3 2026, buying an estimated $68.8K and bringing the position to 6,694 shares worth $763K. The position accounts for 0.6% of the portfolio, ranked #41.

High Point Wealth Management first reported a position in DUK in Q4 2025 and has held it in 4 quarters since. The position peaked at $776K in Q2 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • High Point Wealth Management held 6,694 shares of Duke Energy worth $763K as of Q3 2026.
  • High Point Wealth Management bought 562 Duke Energy shares in Q3 2026, an estimated $68.8K.
  • Duke Energy made up 0.6% of High Point Wealth Management's portfolio in Q3 2026, its #41 holding.
  • High Point Wealth Management first reported a position in Duke Energy in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Duke Energy position peaked at $776K in Q2 2026.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.