Mindset Wealth Management’s Duke Energy DUK Stock Holding History

Mindset 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	$434K	Hold	3,805	–	–	0.08%	106
2026 Q2	$482K	Buy	3,805 +135	+4%	+$17K	0.09%	102
2026 Q1	$481K	Buy	3,670 +100	+3%	+$12.5K	0.13%	91
2025 Q4	$418K	Buy	3,570 +220	+7%	+$26.9K	0.11%	103
2025 Q3	$415K	Sell	3,350 -200	-6%	-$24.3K	0.11%	96
2025 Q2	$419K	Buy	3,550 +250	+8%	+$29.5K	0.14%	84
2025 Q1	$403K	Buy	3,300 +1,000	+43%	+$114K	0.16%	80
2024 Q4	$248K	Buy	2,300 +300	+15%	+$34K	0.09%	111
2024 Q3	$231K	Buy	+2,000	New	+$223K	0.1%	111

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

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

Mindset Wealth Management held its Duke Energy (DUK) position steady in Q3 2026 at 3,805 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #106.

Mindset Wealth Management first reported a position in DUK in Q3 2024 and has held it in 9 quarters since. The position peaked at $482K in Q2 2026. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Mindset Wealth Management held 3,805 shares of Duke Energy worth $434K as of Q3 2026.
Mindset Wealth Management left its Duke Energy share count unchanged in Q3 2026.
Duke Energy made up 0.08% of Mindset Wealth Management's portfolio in Q3 2026, its #106 holding.
Mindset Wealth Management first reported a position in Duke Energy in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Duke Energy position peaked at $482K in Q2 2026.
720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.