Premier Path Wealth Partners’s Duke Energy DUK Stock Holding History

Premier Path 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	$596K	Sell	5,228 -517	-9%	-$63.3K	0.07%	235
2026 Q2	$727K	Buy	5,745 +29	+0.5%	+$3.66K	0.08%	204
2026 Q1	$748K	Buy	5,716 +693	+14%	+$86.6K	0.1%	197
2025 Q4	$589K	Buy	5,023 +35	+0.7%	+$4.27K	0.08%	235
2025 Q3	$617K	Buy	4,988 +292	+6%	+$35.4K	0.08%	236
2025 Q2	$554K	Buy	4,696 +715	+18%	+$84.4K	0.08%	231
2025 Q1	$486K	Buy	3,981 +8	+0.2%	+$912	0.08%	234
2024 Q4	$428K	Buy	3,973 +418	+12%	+$47.4K	0.07%	251
2024 Q3	$410K	Buy	3,555 +53	+2%	+$5.9K	0.06%	257
2024 Q2	$351K	Buy	3,502 +395	+13%	+$39.5K	0.06%	269
2024 Q1	$300K	Buy	3,107 +137	+5%	+$13K	0.06%	273
2023 Q4	$288K	Buy	+2,970	New	+$270K	0.06%	268

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Premier Path Wealth Partners's DUK Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Duke Energy (DUK) stake by 9% in Q3 2026, selling an estimated $63.3K and leaving 5,228 shares worth $596K. The position accounts for 0.07% of the portfolio, ranked #235.

Premier Path Wealth Partners first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $748K in Q1 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Premier Path Wealth Partners held 5,228 shares of Duke Energy worth $596K as of Q3 2026.
Premier Path Wealth Partners sold 517 Duke Energy shares in Q3 2026, an estimated $63.3K.
Duke Energy made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #235 holding.
Premier Path Wealth Partners first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Duke Energy position peaked at $748K in Q1 2026.
1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.