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Noble Wealth Management PBC’s Duke Energy DUK Stock Holding History

Noble Wealth Management PBC’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 		$26.6K Hold
233
– – 0.01% 343
2026
Q2 		$29.5K Hold
233
– – 0.01% 338
2026
Q1 		$30.5K Hold
233
– – 0.02% 323
2025
Q4 		$27.3K Hold
233
– – 0.01% 341
2025
Q3 		$28.8K Buy
+233
New +$28.3K 0.02% 315

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Noble Wealth Management PBC's DUK Position: Q3 2026 in Review

Noble Wealth Management PBC held its Duke Energy (DUK) position steady in Q3 2026 at 233 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #343.

Noble Wealth Management PBC first reported a position in DUK in Q3 2025 and has held it in 5 quarters since. The position peaked at $30.5K in Q1 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Noble Wealth Management PBC held 233 shares of Duke Energy worth $26.6K as of Q3 2026.
  • Noble Wealth Management PBC left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #343 holding.
  • Noble Wealth Management PBC first reported a position in Duke Energy in Q3 2025 and has held it in 5 quarters since.
  • Noble Wealth Management PBC's Duke Energy position peaked at $30.5K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.