M.E. Allison & Co’s Duke Energy DUK Stock Holding History

M.E. Allison & Co’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	$248K	Buy	2,175 +2	+0.1%	+$245	0.14%	170
2026 Q2	$275K	Sell	2,173 -25	-1%	-$3.15K	0.16%	159
2026 Q1	$288K	Buy	2,198 +2	+0.1%	+$250	0.19%	140
2025 Q4	$257K	Sell	2,196 -294	-12%	-$35.9K	0.17%	143
2025 Q3	$308K	Sell	2,490 -102	-4%	-$12.4K	0.21%	125
2025 Q2	$306K	Buy	2,592 +205	+9%	+$24.2K	0.25%	114
2025 Q1	$291K	Buy	2,387 +2	+0.1%	+$228	0.29%	105
2024 Q4	$257K	Buy	+2,385	New	+$270K	0.28%	109

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

M.E. Allison & Co's DUK Position: Q3 2026 in Review

M.E. Allison & Co increased its Duke Energy (DUK) stake by 0.09% in Q3 2026, buying an estimated $245 and bringing the position to 2,175 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #170.

M.E. Allison & Co first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $308K in Q3 2025. 506 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

M.E. Allison & Co held 2,175 shares of Duke Energy worth $248K as of Q3 2026.
M.E. Allison & Co bought 2 Duke Energy shares in Q3 2026, an estimated $245.
Duke Energy made up 0.14% of M.E. Allison & Co's portfolio in Q3 2026, its #170 holding.
M.E. Allison & Co first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's Duke Energy position peaked at $308K in Q3 2025.
506 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.