MBA Advisors
DUK icon

MBA Advisors’s Duke Energy DUK Stock Holding History

MBA Advisors’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 		$682K Buy
5,986
+356
+6% +$43.6K 0.22% 80
2026
Q2 		$713K Buy
5,630
+77
+1% +$9.7K 0.24% 78
2026
Q1 		$727K Buy
5,553
+125
+2% +$15.6K 0.28% 71
2025
Q4 		$636K Hold
5,428
– – 0.26% 74
2025
Q3 		$672K Buy
5,428
+174
+3% +$21.1K 0.29% 72
2025
Q2 		$620K Buy
5,254
+55
+1% +$6.49K 0.29% 72
2025
Q1 		$634K Buy
5,199
+335
+7% +$38.2K 0.31% 69
2024
Q4 		$524K Sell
4,864
-145
-3% -$16.4K 0.26% 77
2024
Q3 		$578K Buy
5,009
+526
+12% +$58.5K 0.28% 72
2024
Q2 		$449K Buy
4,483
+9
+0.2% +$900 0.23% 79
2024
Q1 		$433K Buy
4,474
+298
+7% +$28.3K 0.22% 84
2023
Q4 		$405K Sell
4,176
-1,100
-21% -$100K 0.23% 84
2023
Q3 		$466K Hold
5,276
– – 0.29% 75
2023
Q2 		$473K Buy
5,276
+100
+2% +$9.44K 0.28% 74
2023
Q1 		$499K Hold
5,176
– – 0.31% 71
2022
Q4 		$533K Hold
5,176
– – 0.35% 69
2022
Q3 		$481K Sell
5,176
-1,000
-16% -$107K 0.35% 68
2022
Q2 		$662K Buy
6,176
+2
+0% +$220 0.46% 59
2022
Q1 		$689K Sell
6,174
-720
-10% -$74.8K 0.43% 64
2021
Q4 		$723K Sell
6,894
-215
-3% -$21.8K 0.45% 62
2021
Q3 		$694K Buy
7,109
+1,199
+20% +$124K 0.51% 53
2021
Q2 		$583K Hold
5,910
– – 0.27% 66
2021
Q1 		$570K Buy
+5,910
New +$539K 0.31% 65

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

MBA Advisors's DUK Position: Q3 2026 in Review

MBA Advisors increased its Duke Energy (DUK) stake by 6.3% in Q3 2026, buying an estimated $43.6K and bringing the position to 5,986 shares worth $682K. The position accounts for 0.22% of the portfolio, ranked #80.

MBA Advisors first reported a position in DUK in Q1 2021 and has held it in 23 quarters since. The position peaked at $727K in Q1 2026. 1,025 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • MBA Advisors held 5,986 shares of Duke Energy worth $682K as of Q3 2026.
  • MBA Advisors bought 356 Duke Energy shares in Q3 2026, an estimated $43.6K.
  • Duke Energy made up 0.22% of MBA Advisors's portfolio in Q3 2026, its #80 holding.
  • MBA Advisors first reported a position in Duke Energy in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's Duke Energy position peaked at $727K in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.