Level Wealth Management’s Duke Energy DUK Stock Holding History

Level Wealth Management’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	$525K	Buy	4,603 +4	+0.1%	+$490	0.2%	38
2026 Q2	$582K	Sell	4,599 -176	-4%	-$22.2K	0.23%	32
2026 Q1	$625K	Buy	4,775 +91	+2%	+$11.4K	0.29%	29
2025 Q4	$549K	Buy	4,684 +204	+5%	+$24.9K	0.28%	31
2025 Q3	$554K	Buy	4,480 +2	+0%	+$243	0.29%	29
2025 Q2	$528K	Buy	4,478 +1	+0%	+$118	0.31%	30
2025 Q1	$546K	Sell	4,477 -531	-11%	-$60.5K	0.36%	27
2024 Q4	$540K	Buy	+5,008	New	+$567K	0.38%	26

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

Level Wealth Management's DUK Position: Q3 2026 in Review

Level Wealth Management increased its Duke Energy (DUK) stake by 0.09% in Q3 2026, buying an estimated $490 and bringing the position to 4,603 shares worth $525K. The position accounts for 0.2% of the portfolio, ranked #38.

Level Wealth Management first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $625K in Q1 2026. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Level Wealth Management held 4,603 shares of Duke Energy worth $525K as of Q3 2026.
Level Wealth Management bought 4 Duke Energy shares in Q3 2026, an estimated $490.
Duke Energy made up 0.2% of Level Wealth Management's portfolio in Q3 2026, its #38 holding.
Level Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
Level Wealth Management's Duke Energy position peaked at $625K in Q1 2026.
720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.