Precedent Wealth Partners
DUK icon

Precedent Wealth Partners’s Duke Energy DUK Stock Holding History

Precedent Wealth 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 		$742K Sell
6,510
-14,818
-69% -$1.82M 0.11% 125
2026
Q2 		$2.7M Buy
21,328
+4,405
+26% +$556K 0.45% 65
2026
Q1 		$2.22M Buy
16,923
+804
+5% +$101K 0.44% 69
2025
Q4 		$1.89M Buy
16,119
+1,205
+8% +$147K 0.4% 77
2025
Q3 		$1.85M Buy
14,914
+961
+7% +$117K 0.41% 75
2025
Q2 		$1.65M Buy
13,953
+1,710
+14% +$202K 0.4% 74
2025
Q1 		$1.49M Buy
12,243
+2,215
+22% +$252K 0.41% 73
2024
Q4 		$1.08M Buy
10,028
+144
+1% +$16.3K 0.35% 83
2024
Q3 		$1.14M Buy
9,884
+1,409
+17% +$157K 0.38% 72
2024
Q2 		$849K Buy
8,475
+931
+12% +$93.1K 0.34% 78
2024
Q1 		$730K Buy
7,544
+886
+13% +$84.1K 0.31% 80
2023
Q4 		$646K Buy
+6,658
New +$606K 0.33% 79

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Precedent Wealth Partners's DUK Position: Q3 2026 in Review

Precedent Wealth Partners reduced its Duke Energy (DUK) stake by 69% in Q3 2026, selling an estimated $1.82M and leaving 6,510 shares worth $742K. The position accounts for 0.11% of the portfolio, ranked #125.

Precedent Wealth Partners first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.7M in Q2 2026. 1,529 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Precedent Wealth Partners held 6,510 shares of Duke Energy worth $742K as of Q3 2026.
  • Precedent Wealth Partners sold 14,818 Duke Energy shares in Q3 2026, an estimated $1.82M.
  • Duke Energy made up 0.11% of Precedent Wealth Partners's portfolio in Q3 2026, its #125 holding.
  • Precedent Wealth Partners first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
  • Precedent Wealth Partners's Duke Energy position peaked at $2.7M in Q2 2026.
  • 1,529 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.