Holos Integrated Wealth
DUK icon

Holos Integrated Wealth’s Duke Energy DUK Stock Holding History

Holos Integrated Wealth’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 		$142K Hold
1,188
– – 0.06% 106
2026
Q2 		$152K Sell
1,188
-83
-7% -$10.5K 0.07% 98
2026
Q1 		$168K Hold
1,271
– – 0.08% 94
2025
Q4 		$149K Buy
1,271
+420
+49% +$51.3K 0.08% 78
2025
Q3 		$108K Hold
851
– – 0.06% 83
2025
Q2 		$107K Hold
851
– – 0.06% 82
2025
Q1 		$104K Hold
851
– – 0.07% 81
2024
Q4 		$91.7K Buy
+851
New +$96.4K 0.06% 84

Other funds holding DUK

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Holos Integrated Wealth's DUK Position: Q3 2026 in Review

Holos Integrated Wealth held its Duke Energy (DUK) position steady in Q3 2026 at 1,188 shares worth $142K. The position accounts for 0.06% of the portfolio, ranked #106.

Holos Integrated Wealth first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $168K in Q1 2026. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Holos Integrated Wealth held 1,188 shares of Duke Energy worth $142K as of Q3 2026.
  • Holos Integrated Wealth left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up 0.06% of Holos Integrated Wealth's portfolio in Q3 2026, its #106 holding.
  • Holos Integrated Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Duke Energy position peaked at $168K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.