McAdam LLC
DUK icon

McAdam LLC’s Duke Energy DUK Stock Holding History

McAdam LLC’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 		$208K Buy
1,824
+182
+11% +$22.3K 0.01% 492
2026
Q2 		$208K Buy
+1,642
New +$207K 0.01% 476
2018
Q4 		– Sell
-606
Closed -$49K – 191
2018
Q3 		$49K Hold
606
– – 0.02% 170
2018
Q2 		$48K Hold
606
– – 0.02% 153
2018
Q1 		$47K Buy
+606
New +$46.8K 0.02% 162

Other funds holding DUK

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

McAdam LLC's DUK Position: Q3 2026 in Review

McAdam LLC increased its Duke Energy (DUK) stake by 11% in Q3 2026, buying an estimated $22.3K and bringing the position to 1,824 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #492.

McAdam LLC first reported a position in DUK in Q1 2018 and has held it in 5 quarters since. 778 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • McAdam LLC held 1,824 shares of Duke Energy worth $208K as of Q3 2026.
  • McAdam LLC bought 182 Duke Energy shares in Q3 2026, an estimated $22.3K.
  • Duke Energy made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #492 holding.
  • McAdam LLC first reported a position in Duke Energy in Q1 2018 and has held it in 5 quarters since.
  • 778 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.