Next Level Wealth Planning’s Duke Energy DUK Stock Holding History

Next Level Wealth Planning’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	$68.5K	Buy	+601	New	+$73.6K	0.03%	144

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's DUK Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Duke Energy (DUK) in Q3 2026: 601 shares worth $68.5K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings.

1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Next Level Wealth Planning held 601 shares of Duke Energy worth $68.5K as of Q3 2026.
Duke Energy was a new Next Level Wealth Planning position in Q3 2026.
Duke Energy made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #144 holding.
1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.