RDA Financial Network’s Duke Energy DUK Stock Holding History

RDA Financial Network’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	$558K	Sell	4,898 -917	-16%	-$112K	0.12%	144
2026 Q2	$736K	Sell	5,815 -13,301	-70%	-$1.68M	0.16%	128
2026 Q1	$2.5M	Buy	19,116 +1,497	+8%	+$187K	0.63%	38
2025 Q4	$2.07M	Buy	17,619 +603	+4%	+$73.6K	0.5%	57
2025 Q3	$2.11M	Buy	17,016 +4,845	+40%	+$588K	0.52%	54
2025 Q2	$1.44M	Buy	12,171 +9,444	+346%	+$1.11M	0.39%	82
2025 Q1	$333K	Buy	+2,727	New	+$311K	0.1%	178
2023 Q4	–	Sell	-2,423	Closed	-$214K	–	229
2023 Q3	$214K	Sell	2,423 -1,202	-33%	-$110K	0.09%	199
2023 Q2	$325K	Buy	+3,625	New	+$342K	0.14%	153

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

RDA Financial Network's DUK Position: Q3 2026 in Review

RDA Financial Network reduced its Duke Energy (DUK) stake by 16% in Q3 2026, selling an estimated $112K and leaving 4,898 shares worth $558K. The position accounts for 0.12% of the portfolio, ranked #144.

RDA Financial Network first reported a position in DUK in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.5M in Q1 2026. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

RDA Financial Network held 4,898 shares of Duke Energy worth $558K as of Q3 2026.
RDA Financial Network sold 917 Duke Energy shares in Q3 2026, an estimated $112K.
Duke Energy made up 0.12% of RDA Financial Network's portfolio in Q3 2026, its #144 holding.
RDA Financial Network first reported a position in Duke Energy in Q2 2023 and has held it in 9 quarters since.
RDA Financial Network's Duke Energy position peaked at $2.5M in Q1 2026.
720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.