Plan Group Financial’s Duke Energy DUK Stock Holding History

Plan Group 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	$3.54M	Buy	29,151 +4,782	+20%	+$586K	0.69%	43
2026 Q2	$3.08M	Buy	24,369 +3,222	+15%	+$406K	0.64%	53
2026 Q1	$2.77M	Buy	21,147 +2,283	+12%	+$285K	0.65%	52
2025 Q4	$2.21M	Buy	18,864 +1,425	+8%	+$174K	0.57%	53
2025 Q3	$2.16M	Buy	17,439 +2,373	+16%	+$288K	0.58%	58
2025 Q2	$1.78M	Buy	15,066 +1,899	+14%	+$224K	0.58%	56
2025 Q1	$1.61M	Buy	13,167 +4,063	+45%	+$463K	0.57%	46
2024 Q4	$981K	Buy	9,104 +1,078	+13%	+$122K	0.52%	46
2024 Q3	$925K	Buy	8,026 +757	+10%	+$84.3K	0.49%	47
2024 Q2	$729K	Buy	7,269 +3,555	+96%	+$356K	0.45%	50
2024 Q1	$359K	Buy	+3,714	New	+$352K	0.24%	62
2023 Q3	–	Sell	-2,373	Closed	-$216K	–	77
2023 Q2	$216K	Buy	+2,373	New	+$224K	0.18%	64

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

Plan Group Financial's DUK Position: Q3 2026 in Review

Plan Group Financial increased its Duke Energy (DUK) stake by 20% in Q3 2026, buying an estimated $586K and bringing the position to 29,151 shares worth $3.54M. The position accounts for 0.69% of the portfolio, ranked #43.

Plan Group Financial first reported a position in DUK in Q2 2023 and has held it in 12 quarters since. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Plan Group Financial held 29,151 shares of Duke Energy worth $3.54M as of Q3 2026.
Plan Group Financial bought 4,782 Duke Energy shares in Q3 2026, an estimated $586K.
Duke Energy made up 0.69% of Plan Group Financial's portfolio in Q3 2026, its #43 holding.
Plan Group Financial first reported a position in Duke Energy in Q2 2023 and has held it in 12 quarters since.
720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.