IRC
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Investors Research Corp’s Duke Energy DUK Stock Holding History

Investors Research Corp’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 		$68.4K Hold
600
– – 0.01% 368
2026
Q2 		$75.9K Hold
600
– – 0.01% 356
2026
Q1 		$78.6K Hold
600
– – 0.02% 351
2025
Q4 		$70.3K Sell
600
-300
-33% -$36.6K 0.01% 402
2025
Q3 		$111K Sell
900
-99
-10% -$12K 0.02% 354
2025
Q2 		$118K Hold
999
– – 0.02% 361
2025
Q1 		$122K Sell
999
-1
-0.1% -$114 0.03% 357
2024
Q4 		$108K Hold
1,000
– – 0.02% 383
2024
Q3 		$115K Sell
1,000
-310
-24% -$34.5K 0.03% 371
2024
Q2 		$131K Hold
1,310
– – 0.03% 365
2024
Q1 		$127K Hold
1,310
– – 0.03% 376
2023
Q4 		$127K Hold
1,310
– – 0.03% 396
2023
Q3 		$116K Hold
1,310
– – 0.03% 386
2023
Q2 		$118K Hold
1,310
– – 0.03% 389
2023
Q1 		$126K Hold
1,310
– – 0.03% 381
2022
Q4 		$135K Hold
1,310
– – 0.04% 374
2022
Q3 		$122K Buy
1,310
+1,295
+8,633% +$139K 0.04% 368
2022
Q2 		$2K Hold
15
– – ﹤0.01% 972
2022
Q1 		$2K Buy
+15
New +$1.56K ﹤0.01% 930
2020
Q1 		– Sell
-916
Closed -$84K – 1126
2019
Q4 		$84K Hold
916
– – 0.04% 433
2019
Q3 		$88K Hold
916
– – 0.04% 420
2019
Q2 		$81K Hold
916
– – 0.04% 420
2019
Q1 		$82K Buy
+916
New +$80.8K 0.04% 419

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Investors Research Corp's DUK Position: Q3 2026 in Review

Investors Research Corp held its Duke Energy (DUK) position steady in Q3 2026 at 600 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #368.

Investors Research Corp first reported a position in DUK in Q1 2019 and has held it in 23 quarters since. The position peaked at $135K in Q4 2022. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Investors Research Corp held 600 shares of Duke Energy worth $68.4K as of Q3 2026.
  • Investors Research Corp left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #368 holding.
  • Investors Research Corp first reported a position in Duke Energy in Q1 2019 and has held it in 23 quarters since.
  • Investors Research Corp's Duke Energy position peaked at $135K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.