Pacifica Partners
DUK icon

Pacifica Partners’s Duke Energy DUK Stock Holding History

Pacifica Partners’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 		$94.1K Hold
827
– – 0.03% 157
2026
Q2 		$107K Sell
827
-28
-3% -$3.53K 0.03% 153
2026
Q1 		$112K Sell
855
-60
-7% -$7.5K 0.04% 146
2025
Q4 		$107K Sell
915
-36
-4% -$4.4K 0.05% 138
2025
Q3 		$116K Buy
951
+495
+109% +$60.1K 0.04% 142
2025
Q2 		$53.3K Buy
456
+101
+28% +$11.9K 0.02% 195
2025
Q1 		$44.1K Hold
355
– – 0.02% 198
2024
Q4 		$38.2K Buy
355
+1
+0.3% +$113 0.02% 216
2024
Q3 		$40.8K Hold
354
– – 0.02% 225
2024
Q2 		$35.3K Buy
354
+42
+13% +$4.2K 0.02% 244
2024
Q1 		$29.6K Buy
312
+1
+0.3% +$95 0.01% 265
2023
Q4 		$28.8K Hold
311
– – 0.01% 259
2023
Q3 		$26.6K Hold
311
– – 0.01% 252
2023
Q2 		$28.5K Buy
311
+1
+0.3% +$94 0.02% 212
2023
Q1 		$30.8K Buy
310
+79
+34% +$7.8K 0.02% 219
2022
Q4 		$24K Hold
231
– – 0.02% 211
2022
Q3 		$24K Hold
231
– – 0.02% 216
2022
Q2 		$25K Buy
231
+1
+0.4% +$110 0.02% 222
2022
Q1 		$23K Hold
230
– – 0.02% 230
2021
Q4 		$24K Buy
230
+1
+0.4% +$101 0.02% 226
2021
Q3 		$23K Hold
229
– – 0.02% 214
2021
Q2 		$23K Hold
229
– – 0.02% 201
2021
Q1 		$22K Buy
229
+1
+0.4% +$91 0.02% 192
2020
Q4 		$20K Buy
228
+1
+0.4% +$93 0.02% 185
2020
Q3 		$20K Hold
227
– – 0.02% 162
2020
Q2 		$19K Sell
227
-106
-32% -$8.96K 0.02% 175
2020
Q1 		$27K Hold
333
– – 0.03% 161
2019
Q4 		$30K Buy
+333
New +$30.5K 0.03% 170

Other funds holding DUK

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Pacifica Partners's DUK Position: Q3 2026 in Review

Pacifica Partners held its Duke Energy (DUK) position steady in Q3 2026 at 827 shares worth $94.1K. The position accounts for 0.03% of the portfolio, ranked #157.

Pacifica Partners first reported a position in DUK in Q4 2019 and has held it in 28 quarters since. The position peaked at $116K in Q3 2025. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Pacifica Partners held 827 shares of Duke Energy worth $94.1K as of Q3 2026.
  • Pacifica Partners left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up 0.03% of Pacifica Partners's portfolio in Q3 2026, its #157 holding.
  • Pacifica Partners first reported a position in Duke Energy in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's Duke Energy position peaked at $116K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.