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Outfitter Financial’s Duke Energy DUK Stock Holding History

Outfitter Financial’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 		$1.33M Buy
11,675
+485
+4% +$59.4K 0.97% 40
2026
Q2 		$1.42M Hold
11,190
– – 0.99% 37
2026
Q1 		$1.47M Sell
11,190
-25
-0.2% -$3.12K 1.13% 34
2025
Q4 		$1.31M Buy
11,215
+140
+1% +$17.1K 1.03% 36
2025
Q3 		$1.37M Buy
11,075
+75
+0.7% +$9.1K 1.11% 35
2025
Q2 		$1.3M Buy
11,000
+1,560
+17% +$184K 1.11% 35
2025
Q1 		$1.15M Sell
9,440
-185
-2% -$21.1K 1.04% 38
2024
Q4 		$1.04M Buy
9,625
+375
+4% +$42.5K 0.83% 43
2024
Q3 		$1.07M Sell
9,250
-250
-3% -$27.8K 0.88% 45
2024
Q2 		$952K Buy
9,500
+535
+6% +$53.5K 0.79% 44
2024
Q1 		$867K Buy
+8,965
New +$851K 0.71% 50
2022
Q1 		– Sell
-600
Closed -$63K – 127
2021
Q4 		$63K Buy
+600
New +$60.8K 0.05% 113

Other funds holding DUK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Outfitter Financial's DUK Position: Q3 2026 in Review

Outfitter Financial increased its Duke Energy (DUK) stake by 4.3% in Q3 2026, buying an estimated $59.4K and bringing the position to 11,675 shares worth $1.33M. The position accounts for 0.97% of the portfolio, ranked #40.

Outfitter Financial first reported a position in DUK in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2026. 1,820 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Outfitter Financial held 11,675 shares of Duke Energy worth $1.33M as of Q3 2026.
  • Outfitter Financial bought 485 Duke Energy shares in Q3 2026, an estimated $59.4K.
  • Duke Energy made up 0.97% of Outfitter Financial's portfolio in Q3 2026, its #40 holding.
  • Outfitter Financial first reported a position in Duke Energy in Q4 2021 and has held it in 12 quarters since.
  • Outfitter Financial's Duke Energy position peaked at $1.47M in Q1 2026.
  • 1,820 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Outfitter Financial's 13F filing for Q3 2026, filed 23 Oct 2026.