Opal Wealth Advisors
DUK icon

Opal Wealth Advisors’s Duke Energy DUK Stock Holding History

Opal Wealth Advisors’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 		$213K Sell
1,871
-1,247
-40% -$153K 0.04% 202
2026
Q2 		$395K Sell
3,118
-62
-2% -$7.82K 0.09% 132
2026
Q1 		$416K Sell
3,180
-252
-7% -$31.5K 0.09% 113
2025
Q4 		$402K Buy
3,432
+138
+4% +$16.9K 0.1% 118
2025
Q3 		$408K Sell
3,294
-14
-0.4% -$1.7K 0.11% 110
2025
Q2 		$390K Buy
3,308
+730
+28% +$86.1K 0.11% 102
2025
Q1 		$314K Buy
2,578
+412
+19% +$47K 0.1% 114
2024
Q4 		$233K Sell
2,166
-81
-4% -$9.18K 0.07% 169
2024
Q3 		$259K Buy
2,247
+124
+6% +$13.8K 0.08% 148
2024
Q2 		$213K Buy
+2,123
New +$212K 0.07% 167

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Opal Wealth Advisors's DUK Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Duke Energy (DUK) stake by 40% in Q3 2026, selling an estimated $153K and leaving 1,871 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #202.

Opal Wealth Advisors first reported a position in DUK in Q2 2024 and has held it in 10 quarters since. The position peaked at $416K in Q1 2026. 1,490 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Opal Wealth Advisors held 1,871 shares of Duke Energy worth $213K as of Q3 2026.
  • Opal Wealth Advisors sold 1,247 Duke Energy shares in Q3 2026, an estimated $153K.
  • Duke Energy made up 0.04% of Opal Wealth Advisors's portfolio in Q3 2026, its #202 holding.
  • Opal Wealth Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 10 quarters since.
  • Opal Wealth Advisors's Duke Energy position peaked at $416K in Q1 2026.
  • 1,490 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.