Integrated Advisors Network
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Integrated Advisors Network’s Duke Energy DUK Stock Holding History

Integrated Advisors Network’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 		$1.83M Buy
16,017
+867
+6% +$106K 0.08% 226
2026
Q2 		$1.92M Sell
15,150
-31
-0.2% -$3.91K 0.09% 214
2026
Q1 		$1.99M Buy
15,181
+415
+3% +$51.9K 0.1% 199
2025
Q4 		$1.73M Sell
14,766
-178
-1% -$21.7K 0.08% 254
2025
Q3 		$1.85M Sell
14,944
-269
-2% -$32.6K 0.08% 253
2025
Q2 		$1.8M Sell
15,213
-700
-4% -$82.6K 0.08% 249
2025
Q1 		$1.94M Sell
15,913
-134
-0.8% -$15.3K 0.1% 209
2024
Q4 		$1.73M Sell
16,047
-211
-1% -$23.9K 0.08% 222
2024
Q3 		$1.87M Buy
16,258
+134
+0.8% +$14.9K 0.09% 219
2024
Q2 		$1.62M Sell
16,124
-7,369
-31% -$737K 0.08% 227
2024
Q1 		$2.27M Sell
23,493
-3,978
-14% -$377K 0.12% 198
2023
Q4 		$2.67M Buy
27,471
+589
+2% +$53.6K 0.15% 175
2023
Q3 		$2.37M Sell
26,882
-137
-0.5% -$12.6K 0.15% 173
2023
Q2 		$2.42M Sell
27,019
-693
-3% -$65.4K 0.14% 180
2023
Q1 		$2.67M Sell
27,712
-204
-0.7% -$20.2K 0.16% 154
2022
Q4 		$2.88M Sell
27,916
-271
-1% -$26K 0.19% 152
2022
Q3 		$2.62M Buy
28,187
+387
+1% +$41.6K 0.18% 153
2022
Q2 		$2.98M Sell
27,800
-127
-0.5% -$14K 0.19% 142
2022
Q1 		$3.12M Buy
27,927
+1,912
+7% +$199K 0.18% 144
2021
Q4 		$2.73M Sell
26,015
-597
-2% -$60.5K 0.16% 153
2021
Q3 		$2.6M Buy
26,612
+768
+3% +$79.5K 0.17% 150
2021
Q2 		$2.55M Buy
25,844
+997
+4% +$100K 0.19% 140
2021
Q1 		$2.4M Buy
24,847
+1,801
+8% +$164K 0.22% 128
2020
Q4 		$2.11M Sell
23,046
-260
-1% -$24.1K 0.23% 124
2020
Q3 		$2.06M Sell
23,306
-7,032
-23% -$580K 0.26% 106
2020
Q2 		$2.42M Buy
30,338
+7,160
+31% +$605K 0.28% 98
2020
Q1 		$1.88M Buy
23,178
+218
+0.9% +$20K 0.37% 79
2019
Q4 		$2.09M Buy
+22,960
New +$2.1M 0.28% 122

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

Integrated Advisors Network's DUK Position: Q3 2026 in Review

Integrated Advisors Network increased its Duke Energy (DUK) stake by 5.7% in Q3 2026, buying an estimated $106K and bringing the position to 16,017 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #226.

Integrated Advisors Network first reported a position in DUK in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.12M in Q1 2022. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Integrated Advisors Network held 16,017 shares of Duke Energy worth $1.83M as of Q3 2026.
  • Integrated Advisors Network bought 867 Duke Energy shares in Q3 2026, an estimated $106K.
  • Duke Energy made up 0.08% of Integrated Advisors Network's portfolio in Q3 2026, its #226 holding.
  • Integrated Advisors Network first reported a position in Duke Energy in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Duke Energy position peaked at $3.12M in Q1 2022.
  • 720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.