Mirador Capital Partners’s Duke Energy DUK Stock Holding History

Mirador Capital Partners’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	-1,653	Closed	-$209K	–	228
2026 Q2	$209K	Hold	1,653	–	–	0.03%	215
2026 Q1	$216K	Buy	+1,653	New	+$207K	0.03%	196
2025 Q4	–	Sell	-1,647	Closed	-$204K	–	208
2025 Q3	$204K	Buy	+1,647	New	+$200K	0.03%	208
2023 Q2	–	Sell	-2,343	Closed	-$226K	–	191
2023 Q1	$226K	Sell	2,343 -1,086	-32%	-$107K	0.05%	173
2022 Q4	$353K	Sell	3,429 -55	-2%	-$5.28K	0.08%	141
2022 Q3	$324K	Buy	+3,484	New	+$374K	0.08%	145

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

OGC

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mirador Capital Partners's DUK Position: Q3 2026 in Review

Mirador Capital Partners sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,653 shares — an estimated $209K sold.

Mirador Capital Partners first reported a position in DUK in Q3 2022 and held it in 6 quarters. The position peaked at $353K in Q4 2022. 239 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Mirador Capital Partners reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
Mirador Capital Partners sold 1,653 Duke Energy shares in Q3 2026, an estimated $209K.
Mirador Capital Partners first reported a position in Duke Energy in Q3 2022 and held it in 6 quarters.
Mirador Capital Partners's Duke Energy position peaked at $353K in Q4 2022.
239 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.