JB Capital
DUK icon

JB Capital’s Duke Energy DUK Stock Holding History

JB Capital’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 		$370K Buy
3,249
+152
+5% +$18.6K 0.01% 194
2026
Q2 		$392K Buy
3,097
+16
+0.5% +$2.02K 0.01% 201
2026
Q1 		$403K Sell
3,081
-756
-20% -$94.5K 0.02% 189
2025
Q4 		$450K Buy
3,837
+826
+27% +$101K 0.02% 183
2025
Q3 		$373K Sell
3,011
-33
-1% -$4K 0.02% 195
2025
Q2 		$359K Buy
3,044
+41
+1% +$4.84K 0.02% 188
2025
Q1 		$366K Buy
3,003
+133
+5% +$15.2K 0.02% 172
2024
Q4 		$309K Sell
2,870
-412
-13% -$46.7K 0.02% 183
2024
Q3 		$378K Sell
3,282
-599
-15% -$66.7K 0.02% 171
2024
Q2 		$389K Buy
3,881
+181
+5% +$18.1K 0.02% 165
2024
Q1 		$358K Buy
3,700
+29
+0.8% +$2.75K 0.02% 162
2023
Q4 		$356K Buy
3,671
+477
+15% +$43.4K 0.03% 157
2023
Q3 		$282K Buy
3,194
+435
+16% +$39.9K 0.02% 151
2023
Q2 		$248K Sell
2,759
-14
-0.5% -$1.32K 0.02% 150
2023
Q1 		$267K Buy
2,773
+55
+2% +$5.43K 0.02% 141
2022
Q4 		$280K Sell
2,718
-8
-0.3% -$768 0.03% 141
2022
Q3 		$254K Sell
2,726
-7,728
-74% -$830K 0.03% 140
2022
Q2 		$1.12M Buy
10,454
+580
+6% +$63.8K 0.12% 84
2022
Q1 		$1.1M Buy
9,874
+7,217
+272% +$750K 0.11% 94
2021
Q4 		$279K Buy
2,657
+122
+5% +$12.4K 0.03% 220
2021
Q3 		$247K Buy
+2,535
New +$262K 0.03% 270

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
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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

JB Capital's DUK Position: Q3 2026 in Review

JB Capital increased its Duke Energy (DUK) stake by 4.9% in Q3 2026, buying an estimated $18.6K and bringing the position to 3,249 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #194.

JB Capital first reported a position in DUK in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.12M in Q2 2022. 736 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • JB Capital held 3,249 shares of Duke Energy worth $370K as of Q3 2026.
  • JB Capital bought 152 Duke Energy shares in Q3 2026, an estimated $18.6K.
  • Duke Energy made up 0.01% of JB Capital's portfolio in Q3 2026, its #194 holding.
  • JB Capital first reported a position in Duke Energy in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's Duke Energy position peaked at $1.12M in Q2 2022.
  • 736 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.