LongView Wealth Management’s Duke Energy DUK Stock Holding History

LongView 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	$899K	Buy	7,889 +61	+0.8%	+$7.47K	0.22%	94
2026 Q2	$991K	Buy	7,828 +18	+0.2%	+$2.27K	0.25%	87
2026 Q1	$1.01M	Sell	7,810 -4,040	-34%	-$505K	0.25%	87
2025 Q4	$1.38M	Buy	11,850 +26	+0.2%	+$3.18K	0.33%	65
2025 Q3	$1.46M	Sell	11,824 -29	-0.2%	-$3.52K	0.4%	57
2025 Q2	$1.4M	Sell	11,853 -947	-7%	-$112K	0.42%	54
2025 Q1	$1.56M	Buy	12,800 +102	+0.8%	+$11.6K	0.47%	51
2024 Q4	$1.37M	Buy	12,698 +59	+0.5%	+$6.68K	0.42%	56
2024 Q3	$1.46M	Buy	12,639 +3,972	+46%	+$442K	0.47%	51
2024 Q2	$869K	Buy	8,667 +391	+5%	+$39.1K	0.32%	67
2024 Q1	$800K	Sell	8,276 -343	-4%	-$32.5K	0.32%	67
2023 Q4	$854K	Buy	+8,619	New	+$784K	0.38%	60

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

LongView Wealth Management increased its Duke Energy (DUK) stake by 0.78% in Q3 2026, buying an estimated $7.47K and bringing the position to 7,889 shares worth $899K. The position accounts for 0.22% of the portfolio, ranked #94.

LongView Wealth Management first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q1 2025. 1,455 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

LongView Wealth Management held 7,889 shares of Duke Energy worth $899K as of Q3 2026.
LongView Wealth Management bought 61 Duke Energy shares in Q3 2026, an estimated $7.47K.
Duke Energy made up 0.22% of LongView Wealth Management's portfolio in Q3 2026, its #94 holding.
LongView Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Duke Energy position peaked at $1.56M in Q1 2025.
1,455 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.