Hohimer Wealth Management
DUK icon

Hohimer Wealth Management’s Duke Energy DUK Stock Holding History

Hohimer 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 		$3.04M Buy
26,692
+5,212
+24% +$638K 0.29% 103
2026
Q2 		$2.72M Buy
21,480
+1,114
+5% +$141K 0.27% 115
2026
Q1 		$2.67M Buy
+20,366
New +$2.55M 0.31% 109

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
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
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

Hohimer Wealth Management's DUK Position: Q3 2026 in Review

Hohimer Wealth Management increased its Duke Energy (DUK) stake by 24% in Q3 2026, buying an estimated $638K and bringing the position to 26,692 shares worth $3.04M. The position accounts for 0.29% of the portfolio, ranked #103.

Hohimer Wealth Management first reported a position in DUK in Q1 2026 and has held it in 3 quarters since. 1,529 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Hohimer Wealth Management held 26,692 shares of Duke Energy worth $3.04M as of Q3 2026.
  • Hohimer Wealth Management bought 5,212 Duke Energy shares in Q3 2026, an estimated $638K.
  • Duke Energy made up 0.29% of Hohimer Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Hohimer Wealth Management first reported a position in Duke Energy in Q1 2026 and has held it in 3 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.