Intergy Private Wealth’s Duke Energy DUK Stock Holding History

Intergy Private 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	$320K	Sell	2,803 -55	-2%	-$6.74K	0.07%	96
2026 Q2	$362K	Buy	2,858 +396	+16%	+$50K	0.08%	90
2026 Q1	$322K	Buy	2,462 +142	+6%	+$17.8K	0.09%	86
2025 Q4	$272K	Sell	2,320 -199	-8%	-$24.3K	0.08%	90
2025 Q3	$312K	Buy	2,519 +336	+15%	+$40.8K	0.1%	80
2025 Q2	$258K	Sell	2,183 -40	-2%	-$4.72K	0.09%	82
2025 Q1	$271K	Buy	2,223 +110	+5%	+$12.5K	0.1%	78
2024 Q4	$228K	Buy	2,113 +96	+5%	+$10.9K	0.09%	85
2024 Q3	$233K	Buy	+2,017	New	+$224K	0.09%	80

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Intergy Private Wealth's DUK Position: Q3 2026 in Review

Intergy Private Wealth reduced its Duke Energy (DUK) stake by 1.9% in Q3 2026, selling an estimated $6.74K and leaving 2,803 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #96.

Intergy Private Wealth first reported a position in DUK in Q3 2024 and has held it in 9 quarters since. The position peaked at $362K in Q2 2026. 662 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Intergy Private Wealth held 2,803 shares of Duke Energy worth $320K as of Q3 2026.
Intergy Private Wealth sold 55 Duke Energy shares in Q3 2026, an estimated $6.74K.
Duke Energy made up 0.07% of Intergy Private Wealth's portfolio in Q3 2026, its #96 holding.
Intergy Private Wealth first reported a position in Duke Energy in Q3 2024 and has held it in 9 quarters since.
Intergy Private Wealth's Duke Energy position peaked at $362K in Q2 2026.
662 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.