NOI
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Newton One Investments’s Duke Energy DUK Stock Holding History

Newton One Investments’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
-46
Closed -$5.82K – 157
2026
Q2 		$5.82K Buy
+46
New +$5.8K ﹤0.01% 126

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OGC
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Newton One Investments's DUK Position: Q3 2026 in Review

Newton One Investments sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 46 shares — an estimated $5.82K sold.

Newton One Investments first reported a position in DUK in Q2 2026 and held it in 1 quarter. The position peaked at $5.82K in Q2 2026. 332 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Newton One Investments reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Newton One Investments sold 46 Duke Energy shares in Q3 2026, an estimated $5.82K.
  • Newton One Investments first reported a position in Duke Energy in Q2 2026 and held it in 1 quarter.
  • Newton One Investments's Duke Energy position peaked at $5.82K in Q2 2026.
  • 332 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Newton One Investments's 13F filing for Q3 2026, filed 14 Oct 2026.