Patrick M. Sweeney & Associates
DUK icon

Patrick M. Sweeney & Associates’s Duke Energy DUK Stock Holding History

Patrick M. Sweeney & Associates’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 		$260K Buy
2,277
+121
+6% +$14.8K 0.15% 147
2026
Q2 		$273K Buy
2,156
+65
+3% +$8.2K 0.16% 143
2026
Q1 		$274K Buy
2,091
+1
+0% +$125 0.18% 134
2025
Q4 		$245K Hold
2,090
– – 0.15% 146
2025
Q3 		$259K Buy
2,090
+161
+8% +$19.5K 0.17% 135
2025
Q2 		$226K Sell
1,929
-10
-0.5% -$1.18K 0.16% 147
2025
Q1 		$236K Buy
1,939
+1
+0.1% +$114 0.18% 137
2024
Q4 		$209K Buy
1,938
+111
+6% +$12.6K 0.16% 145
2024
Q3 		$211K Buy
+1,827
New +$203K 0.15% 146

Other funds holding DUK

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patrick M. Sweeney & Associates's DUK Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Duke Energy (DUK) stake by 5.6% in Q3 2026, buying an estimated $14.8K and bringing the position to 2,277 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #147.

Patrick M. Sweeney & Associates first reported a position in DUK in Q3 2024 and has held it in 9 quarters since. The position peaked at $274K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Patrick M. Sweeney & Associates held 2,277 shares of Duke Energy worth $260K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 121 Duke Energy shares in Q3 2026, an estimated $14.8K.
  • Duke Energy made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #147 holding.
  • Patrick M. Sweeney & Associates first reported a position in Duke Energy in Q3 2024 and has held it in 9 quarters since.
  • Patrick M. Sweeney & Associates's Duke Energy position peaked at $274K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.