IFS Advisors
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IFS Advisors’s Duke Energy DUK Stock Holding History

IFS 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 		$17.6K Hold
154
– – 0.01% 272
2026
Q2 		$19.5K Hold
154
– – 0.01% 94
2026
Q1 		$20.2K Buy
+154
New +$19.3K 0.01% 89
2025
Q2 		– Sell
-200
Closed -$24.4K – 180
2025
Q1 		$24.4K Hold
200
– – 0.02% 64
2024
Q4 		$21.5K Buy
+200
New +$22.7K 0.02% 59

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

IFS Advisors's DUK Position: Q3 2026 in Review

IFS Advisors held its Duke Energy (DUK) position steady in Q3 2026 at 154 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #272.

IFS Advisors first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $24.4K in Q1 2025. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • IFS Advisors held 154 shares of Duke Energy worth $17.6K as of Q3 2026.
  • IFS Advisors left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #272 holding.
  • IFS Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
  • IFS Advisors's Duke Energy position peaked at $24.4K in Q1 2025.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.