NWF Advisory Services’s Duke Energy DUK Stock Holding History

NWF Advisory Services’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	$651K	Sell	5,707 -316	-5%	-$38.7K	0.06%	187
2026 Q2	$762K	Buy	6,023 +3	+0%	+$378	0.07%	166
2026 Q1	$788K	Buy	6,020 +146	+2%	+$18.3K	0.09%	154
2025 Q4	$688K	Sell	5,874 -122	-2%	-$14.9K	0.08%	163
2025 Q3	$742K	Sell	5,996 -277	-4%	-$33.6K	0.08%	164
2025 Q2	$740K	Sell	6,273 -219	-3%	-$25.8K	0.09%	154
2025 Q1	$792K	Buy	6,492 +525	+9%	+$59.8K	0.11%	126
2024 Q4	$643K	Buy	+5,967	New	+$676K	0.09%	112

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

NWF Advisory Services's DUK Position: Q3 2026 in Review

NWF Advisory Services reduced its Duke Energy (DUK) stake by 5.2% in Q3 2026, selling an estimated $38.7K and leaving 5,707 shares worth $651K. The position accounts for 0.06% of the portfolio, ranked #187.

NWF Advisory Services first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $792K in Q1 2025. 659 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

NWF Advisory Services held 5,707 shares of Duke Energy worth $651K as of Q3 2026.
NWF Advisory Services sold 316 Duke Energy shares in Q3 2026, an estimated $38.7K.
Duke Energy made up 0.06% of NWF Advisory Services's portfolio in Q3 2026, its #187 holding.
NWF Advisory Services first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
NWF Advisory Services's Duke Energy position peaked at $792K in Q1 2025.
659 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.