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Oak Grove Capital’s Duke Energy DUK Stock Holding History

Oak Grove Capital’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 		$31.7M Buy
278,361
+65,750
+31% +$8.05M 1.44% 14
2026
Q2 		$26.9M Buy
212,611
+92,461
+77% +$11.7M 1.28% 17
2026
Q1 		$15.7M Buy
120,150
+400
+0.3% +$50K 1.33% 16
2025
Q4 		$14M Buy
119,750
+5,000
+4% +$611K 1.66% 15
2025
Q3 		$14.2M Sell
114,750
-13,400
-10% -$1.63M 2.01% 17
2025
Q2 		$15.1M Buy
128,150
+48,160
+60% +$5.68M 2.48% 13
2025
Q1 		$9.76M Sell
79,990
-9,750
-11% -$1.11M 2.03% 14
2024
Q4 		$9.67M Buy
89,740
+49,020
+120% +$5.55M 1.44% 19
2024
Q3 		$4.7M Buy
40,720
+12,050
+42% +$1.34M 0.77% 22
2024
Q2 		$2.87M Buy
+28,670
New +$2.87M 0.52% 27

Other funds holding DUK

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Oak Grove Capital's DUK Position: Q3 2026 in Review

Oak Grove Capital increased its Duke Energy (DUK) stake by 31% in Q3 2026, buying an estimated $8.05M and bringing the position to 278,361 shares worth $31.7M. The position accounts for 1.44% of the portfolio, ranked #14.

Oak Grove Capital first reported a position in DUK in Q2 2024 and has held it in 10 quarters since. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Oak Grove Capital held 278,361 shares of Duke Energy worth $31.7M as of Q3 2026.
  • Oak Grove Capital bought 65,750 Duke Energy shares in Q3 2026, an estimated $8.05M.
  • Duke Energy made up 1.44% of Oak Grove Capital's portfolio in Q3 2026, its #14 holding.
  • Oak Grove Capital first reported a position in Duke Energy in Q2 2024 and has held it in 10 quarters since.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

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