Orca Wealth Management’s Duke Energy DUK Stock Holding History

Orca Wealth Management’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	$1.47M	Sell	12,867 -42	-0.3%	-$5.14K	0.87%	33
2026 Q2	$1.63M	Sell	12,909 -25	-0.2%	-$3.15K	0.98%	31
2026 Q1	$1.69M	Buy	12,934 +8	+0.1%	+$1K	1.21%	30
2025 Q4	$1.57M	Buy	12,926 +277	+2%	+$33.8K	1.12%	32
2025 Q3	$1.57M	Sell	12,649 -52	-0.4%	-$6.31K	1.19%	29
2025 Q2	$1.5M	Buy	12,701 +81	+0.6%	+$9.6K	1.26%	29
2025 Q1	$1.54M	Buy	12,620 +86	+0.7%	+$9.8K	1.38%	24
2024 Q4	$1.35M	Buy	+12,534	New	+$1.42M	1.22%	29

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Orca Wealth Management's DUK Position: Q3 2026 in Review

Orca Wealth Management reduced its Duke Energy (DUK) stake by 0.33% in Q3 2026, selling an estimated $5.14K and leaving 12,867 shares worth $1.47M. The position accounts for 0.87% of the portfolio, ranked #33.

Orca Wealth Management first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q1 2026. 1,025 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Orca Wealth Management held 12,867 shares of Duke Energy worth $1.47M as of Q3 2026.
Orca Wealth Management sold 42 Duke Energy shares in Q3 2026, an estimated $5.14K.
Duke Energy made up 0.87% of Orca Wealth Management's portfolio in Q3 2026, its #33 holding.
Orca Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Duke Energy position peaked at $1.69M in Q1 2026.
1,025 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.