Persium Advisors’s Duke Energy DUK Stock Holding History

Persium 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	$992K	Buy	8,703 +529	+6%	+$64.8K	0.52%	35
2026 Q2	$1.03M	Buy	8,174 +842	+11%	+$106K	0.67%	23
2026 Q1	$960K	Buy	7,332 +343	+5%	+$42.9K	0.76%	17
2025 Q4	$819K	Buy	6,989 +351	+5%	+$42.9K	0.59%	27
2025 Q3	$821K	Buy	6,638 +267	+4%	+$32.4K	0.61%	20
2025 Q2	$752K	Buy	6,371 +298	+5%	+$35.2K	0.62%	20
2025 Q1	$741K	Buy	6,073 +159	+3%	+$18.1K	0.7%	14
2024 Q4	$637K	Buy	+5,914	New	+$670K	0.63%	24

Other funds holding DUK

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Persium Advisors's DUK Position: Q3 2026 in Review

Persium Advisors increased its Duke Energy (DUK) stake by 6.5% in Q3 2026, buying an estimated $64.8K and bringing the position to 8,703 shares worth $992K. The position accounts for 0.52% of the portfolio, ranked #35.

Persium Advisors first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q2 2026. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Persium Advisors held 8,703 shares of Duke Energy worth $992K as of Q3 2026.
Persium Advisors bought 529 Duke Energy shares in Q3 2026, an estimated $64.8K.
Duke Energy made up 0.52% of Persium Advisors's portfolio in Q3 2026, its #35 holding.
Persium Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
Persium Advisors's Duke Energy position peaked at $1.03M in Q2 2026.
720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.