Probity Advisors
DUK icon

Probity Advisors’s Duke Energy DUK Stock Holding History

Probity Advisors’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 		$653K Buy
5,724
+855
+18% +$105K 0.09% 134
2026
Q2 		$616K Buy
4,869
+89
+2% +$11.2K 0.09% 143
2026
Q1 		$626K Sell
4,780
-217
-4% -$27.1K 0.1% 134
2025
Q4 		$586K Sell
4,997
-115
-2% -$14K 0.09% 136
2025
Q3 		$633K Sell
5,112
-61
-1% -$7.4K 0.1% 131
2025
Q2 		$610K Sell
5,173
-179
-3% -$21.1K 0.11% 131
2025
Q1 		$653K Buy
5,352
+141
+3% +$16.1K 0.13% 120
2024
Q4 		$561K Buy
5,211
+284
+6% +$32.2K 0.11% 131
2024
Q3 		$568K Sell
4,927
-706
-13% -$78.6K 0.11% 135
2024
Q2 		$565K Buy
5,633
+848
+18% +$84.8K 0.12% 134
2024
Q1 		$463K Buy
4,785
+611
+15% +$58K 0.1% 151
2023
Q4 		$405K Buy
4,174
+154
+4% +$14K 0.09% 158
2023
Q3 		$355K Buy
4,020
+63
+2% +$5.78K 0.08% 145
2023
Q2 		$355K Buy
+3,957
New +$373K 0.08% 148
2022
Q4 		$465K Sell
4,515
-216
-5% -$20.7K 0.11% 121
2022
Q3 		$440K Sell
4,731
-413
-8% -$44.4K 0.11% 115
2022
Q2 		$551K Sell
5,144
-205
-4% -$22.5K 0.13% 109
2022
Q1 		$597K Sell
5,349
-229
-4% -$23.8K 0.12% 113
2021
Q4 		$585K Sell
5,578
-170
-3% -$17.2K 0.12% 123
2021
Q3 		$561K Sell
5,748
-183
-3% -$18.9K 0.12% 128
2021
Q2 		$586K Buy
5,931
+532
+10% +$53.4K 0.12% 123
2021
Q1 		$521K Buy
+5,399
New +$493K 0.12% 123

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Probity Advisors's DUK Position: Q3 2026 in Review

Probity Advisors increased its Duke Energy (DUK) stake by 18% in Q3 2026, buying an estimated $105K and bringing the position to 5,724 shares worth $653K. The position accounts for 0.09% of the portfolio, ranked #134.

Probity Advisors first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. The position peaked at $653K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Probity Advisors held 5,724 shares of Duke Energy worth $653K as of Q3 2026.
  • Probity Advisors bought 855 Duke Energy shares in Q3 2026, an estimated $105K.
  • Duke Energy made up 0.09% of Probity Advisors's portfolio in Q3 2026, its #134 holding.
  • Probity Advisors first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • Probity Advisors's Duke Energy position peaked at $653K in Q1 2025.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Probity Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.