MBE Wealth Management
DUK icon

MBE Wealth Management’s Duke Energy DUK Stock Holding History

MBE 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 		– Sell
-1,692
Closed -$214K – 178
2026
Q2 		$214K Sell
1,692
-330
-16% -$41.6K 0.08% 153
2026
Q1 		$265K Buy
+2,022
New +$253K 0.11% 119
2025
Q4 		– Sell
-1,693
Closed -$210K – 135
2025
Q3 		$210K Buy
+1,693
New +$205K 0.09% 133
2020
Q2 		– Sell
-23
Closed -$1K – 172
2020
Q1 		$1K Buy
+23
New +$2.11K ﹤0.01% 504

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

MBE Wealth Management sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,692 shares — an estimated $214K sold.

MBE Wealth Management first reported a position in DUK in Q1 2020 and held it in 4 quarters. The position peaked at $265K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • MBE Wealth Management reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • MBE Wealth Management sold 1,692 Duke Energy shares in Q3 2026, an estimated $214K.
  • MBE Wealth Management first reported a position in Duke Energy in Q1 2020 and held it in 4 quarters.
  • MBE Wealth Management's Duke Energy position peaked at $265K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.