Platform Technology Partners
DUK icon

Platform Technology Partners’s Duke Energy DUK Stock Holding History

Platform Technology 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 		$2.5M Sell
21,908
-273
-1% -$33.4K 0.4% 61
2026
Q2 		$2.81M Buy
22,181
+995
+5% +$126K 0.46% 55
2026
Q1 		$2.77M Buy
21,186
+697
+3% +$87.1K 0.53% 46
2025
Q4 		$2.4M Buy
20,489
+1,038
+5% +$127K 0.51% 46
2025
Q3 		$2.41M Buy
19,451
+1,331
+7% +$162K 0.58% 41
2025
Q2 		$2.14M Buy
18,120
+837
+5% +$98.8K 0.56% 45
2025
Q1 		$2.11M Buy
17,283
+467
+3% +$53.2K 0.61% 43
2024
Q4 		$1.81M Buy
16,816
+265
+2% +$30K 0.55% 49
2024
Q3 		$1.91M Buy
16,551
+140
+0.9% +$15.6K 0.6% 46
2024
Q2 		$1.64M Buy
+16,411
New +$1.64M 0.57% 51
2023
Q4 		$1.28M Buy
13,845
+2,469
+22% +$225K 0.5% 60
2023
Q3 		$1M Buy
11,376
+7,523
+195% +$690K 0.47% 66
2023
Q2 		$350K Sell
3,853
-10
-0.3% -$944 0.16% 134
2023
Q1 		$373K Buy
3,863
+3
+0.1% +$296 0.18% 125
2022
Q4 		$398K Buy
3,860
+433
+13% +$41.6K 0.21% 117
2022
Q3 		$319K Buy
3,427
+293
+9% +$31.5K 0.18% 126
2022
Q2 		$336K Buy
3,134
+524
+20% +$57.6K 0.18% 124
2022
Q1 		$291K Buy
2,610
+152
+6% +$15.8K 0.14% 146
2021
Q4 		$258K Buy
2,458
+148
+6% +$15K 0.11% 168
2021
Q3 		$225K Sell
2,310
-3,039
-57% -$315K 0.1% 189
2021
Q2 		$528K Buy
+5,349
New +$537K 0.22% 122
2020
Q4 		$742K Sell
8,104
-1,049
-11% -$97K 0.36% 76
2020
Q3 		$811K Buy
9,153
+751
+9% +$61.9K 0.5% 52
2020
Q2 		$671K Buy
8,402
+3,053
+57% +$258K 0.47% 54
2020
Q1 		$433K Buy
+5,349
New +$491K 0.39% 71

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Platform Technology Partners's DUK Position: Q3 2026 in Review

Platform Technology Partners reduced its Duke Energy (DUK) stake by 1.2% in Q3 2026, selling an estimated $33.4K and leaving 21,908 shares worth $2.5M. The position accounts for 0.4% of the portfolio, ranked #61.

Platform Technology Partners first reported a position in DUK in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.81M in Q2 2026. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Platform Technology Partners held 21,908 shares of Duke Energy worth $2.5M as of Q3 2026.
  • Platform Technology Partners sold 273 Duke Energy shares in Q3 2026, an estimated $33.4K.
  • Duke Energy made up 0.4% of Platform Technology Partners's portfolio in Q3 2026, its #61 holding.
  • Platform Technology Partners first reported a position in Duke Energy in Q1 2020 and has held it in 25 quarters since.
  • Platform Technology Partners's Duke Energy position peaked at $2.81M in Q2 2026.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.