Pettinga Financial Advisors’s Duke Energy DUK Stock Holding History

Pettinga Financial 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	$535K	Sell	4,691 -37	-0.8%	-$4.53K	0.09%	102
2026 Q2	$598K	Sell	4,728 -322	-6%	-$40.6K	0.1%	95
2026 Q1	$661K	Hold	5,050	–	–	0.12%	89
2025 Q4	$592K	Hold	5,050	–	–	0.11%	89
2025 Q3	$625K	Hold	5,050	–	–	0.12%	84
2025 Q2	$596K	Buy	5,050 +2,733	+118%	+$322K	0.13%	81
2025 Q1	$283K	Hold	2,317	–	–	0.07%	104
2024 Q4	$250K	Hold	2,317	–	–	0.06%	114
2024 Q3	$267K	Hold	2,317	–	–	0.06%	106
2024 Q2	$232K	Buy	+2,317	New	+$232K	0.06%	113

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Pettinga Financial Advisors's DUK Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its Duke Energy (DUK) stake by 0.78% in Q3 2026, selling an estimated $4.53K and leaving 4,691 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #102.

Pettinga Financial Advisors first reported a position in DUK in Q2 2024 and has held it in 10 quarters since. The position peaked at $661K in Q1 2026. 393 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Pettinga Financial Advisors held 4,691 shares of Duke Energy worth $535K as of Q3 2026.
Pettinga Financial Advisors sold 37 Duke Energy shares in Q3 2026, an estimated $4.53K.
Duke Energy made up 0.09% of Pettinga Financial Advisors's portfolio in Q3 2026, its #102 holding.
Pettinga Financial Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 10 quarters since.
Pettinga Financial Advisors's Duke Energy position peaked at $661K in Q1 2026.
393 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.