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Realta Investment Advisors’s Duke Energy DUK Stock Holding History

Realta Investment 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 		$760K Buy
+6,664
New +$816K 0.22% 104
2024
Q3 		– Sell
-7,399
Closed -$742K – 439
2024
Q2 		$742K Sell
7,399
-719
-9% -$71.9K 0.15% 157
2024
Q1 		$785K Buy
8,118
+169
+2% +$16K 0.16% 145
2023
Q4 		$771K Sell
7,949
-1,130
-12% -$103K 0.17% 141
2023
Q3 		$815K Hold
9,079
– – 0.19% 124
2023
Q2 		$815K Sell
9,079
-141
-2% -$13.3K 0.18% 130
2023
Q1 		$889K Sell
9,220
-6,287
-41% -$621K 0.22% 121
2022
Q4 		$1.6M Buy
15,507
+6,511
+72% +$625K 0.39% 58
2022
Q3 		$837K Buy
8,996
+49
+0.5% +$5.26K 0.22% 116
2022
Q2 		$981K Sell
8,947
-308
-3% -$33.9K 0.24% 97
2022
Q1 		$1.03M Buy
9,255
+540
+6% +$56.1K 0.21% 110
2021
Q4 		$914K Buy
8,715
+108
+1% +$10.9K 0.2% 123
2021
Q3 		$840K Buy
8,607
+151
+2% +$15.6K 0.2% 130
2021
Q2 		$835K Sell
8,456
-244
-3% -$24.5K 0.2% 133
2021
Q1 		$840K Buy
8,700
+2,459
+39% +$224K 0.22% 121
2020
Q4 		$571K Sell
6,241
-35
-0.6% -$3.24K 0.16% 154
2020
Q3 		$556K Buy
6,276
+681
+12% +$56.1K 0.19% 138
2020
Q2 		$447K Buy
5,595
+756
+16% +$63.9K 0.15% 181
2020
Q1 		$391K Sell
4,839
-3,272
-40% -$301K 0.17% 165
2019
Q4 		$713K Sell
8,111
-126
-2% -$11.6K 0.2% 129
2019
Q3 		$790K Sell
8,237
-2,494
-23% -$227K 0.21% 101
2019
Q2 		$944K Buy
10,731
+3,015
+39% +$266K 0.26% 82
2019
Q1 		$696K Buy
+7,716
New +$680K 0.32% 90

Other funds holding DUK

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Realta Investment Advisors's DUK Position: Q3 2026 in Review

Realta Investment Advisors opened a new position in Duke Energy (DUK) in Q3 2026: 6,664 shares worth $760K. The stake represents 0.22% of the portfolio and ranks #104 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in DUK as recently as Q2 2024.

Realta Investment Advisors first reported a position in DUK in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.6M in Q4 2022. 393 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Realta Investment Advisors held 6,664 shares of Duke Energy worth $760K as of Q3 2026.
  • Duke Energy was a new Realta Investment Advisors position in Q3 2026.
  • Duke Energy made up 0.22% of Realta Investment Advisors's portfolio in Q3 2026, its #104 holding.
  • Realta Investment Advisors first reported a position in Duke Energy in Q1 2019 and has held it in 23 quarters since.
  • Realta Investment Advisors's Duke Energy position peaked at $1.6M in Q4 2022.
  • 393 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.