Holcombe Financial
DUK icon

Holcombe Financial’s Duke Energy DUK Stock Holding History

Holcombe Financial’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 		$325K Hold
2,853
– – 0.18% 46
2026
Q2 		$361K Hold
2,853
– – 0.2% 45
2026
Q1 		$374K Sell
2,853
-43
-1% -$5.38K 0.22% 40
2025
Q4 		$339K Buy
2,896
+43
+2% +$5.25K 0.21% 41
2025
Q3 		$353K Hold
2,853
– – 0.25% 31
2025
Q2 		$337K Hold
2,853
– – 0.25% 30
2025
Q1 		$348K Hold
2,853
– – 0.29% 28
2024
Q4 		$307K Buy
+2,853
New +$323K 0.25% 26

Other funds holding DUK

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Holcombe Financial's DUK Position: Q3 2026 in Review

Holcombe Financial held its Duke Energy (DUK) position steady in Q3 2026 at 2,853 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #46.

Holcombe Financial first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $374K in Q1 2026. 1,311 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Holcombe Financial held 2,853 shares of Duke Energy worth $325K as of Q3 2026.
  • Holcombe Financial left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up 0.18% of Holcombe Financial's portfolio in Q3 2026, its #46 holding.
  • Holcombe Financial first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
  • Holcombe Financial's Duke Energy position peaked at $374K in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.