Polaris Financial Partners’s Duke Energy DUK Stock Holding History

Polaris Financial 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	$12K	Buy	+106	New	+$13K	0.01%	267

Other funds holding DUK

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Polaris Financial Partners's DUK Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Duke Energy (DUK) in Q3 2026: 106 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings.

17 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Polaris Financial Partners held 106 shares of Duke Energy worth $12K as of Q3 2026.
Duke Energy was a new Polaris Financial Partners position in Q3 2026.
Duke Energy made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #267 holding.
17 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.