O'Keefe Stevens Advisory’s Duke Energy DUK Stock Holding History

O'Keefe Stevens Advisory’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	$1.56M	Buy	13,678 +1,680	+14%	+$206K	0.32%	38
2026 Q2	$1.52M	Buy	11,998 +382	+3%	+$48.2K	0.31%	34
2026 Q1	$1.52M	Buy	11,616 +1,257	+12%	+$157K	0.38%	31
2025 Q4	$1.21M	Buy	10,359 +460	+5%	+$56.2K	0.32%	33
2025 Q3	$1.23M	Buy	9,899 +229	+2%	+$27.8K	0.33%	33
2025 Q2	$1.14M	Buy	9,670 +1,598	+20%	+$189K	0.32%	34
2025 Q1	$985K	Buy	8,072 +1,573	+24%	+$179K	0.32%	32
2024 Q4	$700K	Buy	6,499 +1,905	+41%	+$216K	0.22%	37
2024 Q3	$530K	Buy	4,594 +1,343	+41%	+$149K	0.16%	42
2024 Q2	$326K	Buy	3,251 +611	+23%	+$61.1K	0.11%	47
2024 Q1	$255K	Buy	+2,640	New	+$250K	0.08%	48

Other funds holding DUK

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

O'Keefe Stevens Advisory's DUK Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its Duke Energy (DUK) stake by 14% in Q3 2026, buying an estimated $206K and bringing the position to 13,678 shares worth $1.56M. The position accounts for 0.32% of the portfolio, ranked #38.

O'Keefe Stevens Advisory first reported a position in DUK in Q1 2024 and has held it in 11 quarters since. 1,553 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

O'Keefe Stevens Advisory held 13,678 shares of Duke Energy worth $1.56M as of Q3 2026.
O'Keefe Stevens Advisory bought 1,680 Duke Energy shares in Q3 2026, an estimated $206K.
Duke Energy made up 0.32% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #38 holding.
O'Keefe Stevens Advisory first reported a position in Duke Energy in Q1 2024 and has held it in 11 quarters since.
1,553 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.