Mayfair Advisory Group’s Duke Energy DUK Stock Holding History

Mayfair Advisory Group’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	$427K	Sell	3,748 -360	-9%	-$44.1K	0.12%	116
2026 Q2	$536K	Buy	4,108 +360	+10%	+$45.4K	0.16%	96
2026 Q1	$491K	Sell	3,748 -12	-0.3%	-$1.5K	0.17%	97
2025 Q4	$442K	Hold	3,760	–	–	0.17%	106
2025 Q3	$465K	Hold	3,760	–	–	0.2%	93
2025 Q2	$471K	Sell	3,760 -18	-0.5%	-$2.12K	0.22%	85
2025 Q1	$461K	Hold	3,778	–	–	0.27%	70
2024 Q4	$407K	Sell	3,778 -221	-6%	-$25K	0.24%	80
2024 Q3	$456K	Sell	3,999 -45	-1%	-$5.01K	0.29%	69
2024 Q2	$426K	Buy	4,044 +145	+4%	+$14.5K	0.29%	68
2024 Q1	$377K	Buy	3,899 +21	+0.5%	+$1.99K	0.27%	75
2023 Q4	$379K	Hold	3,878	–	–	0.32%	65
2023 Q3	$345K	Hold	3,878	–	–	0.33%	65
2023 Q2	$348K	Buy	3,878 +500	+15%	+$47.2K	0.35%	69
2023 Q1	$330K	Hold	3,378	–	–	0.36%	71
2022 Q4	$355K	Hold	3,378	–	–	0.45%	66
2022 Q3	$322K	Hold	3,378	–	–	0.46%	61
2022 Q2	$371K	Hold	3,378	–	–	0.49%	53
2022 Q1	$381K	Hold	3,378	–	–	0.49%	50
2021 Q4	$350K	Hold	3,378	–	–	0.46%	52
2021 Q3	$340K	Hold	3,378	–	–	0.52%	46
2021 Q2	$333K	Hold	3,378	–	–	0.53%	48
2021 Q1	$325K	Hold	3,378	–	–	0.58%	44
2020 Q4	$309K	Buy	+3,378	New	+$312K	0.6%	43

Other funds holding DUK

Bank of New York Mellon New York $608B AUM 32.77% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mayfair Advisory Group's DUK Position: Q3 2026 in Review

Mayfair Advisory Group reduced its Duke Energy (DUK) stake by 8.8% in Q3 2026, selling an estimated $44.1K and leaving 3,748 shares worth $427K. The position accounts for 0.12% of the portfolio, ranked #116.

Mayfair Advisory Group first reported a position in DUK in Q4 2020 and has held it in 24 quarters since. The position peaked at $536K in Q2 2026. 1,374 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Mayfair Advisory Group held 3,748 shares of Duke Energy worth $427K as of Q3 2026.
Mayfair Advisory Group sold 360 Duke Energy shares in Q3 2026, an estimated $44.1K.
Duke Energy made up 0.12% of Mayfair Advisory Group's portfolio in Q3 2026, its #116 holding.
Mayfair Advisory Group first reported a position in Duke Energy in Q4 2020 and has held it in 24 quarters since.
Mayfair Advisory Group's Duke Energy position peaked at $536K in Q2 2026.
1,374 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.