Revisor Wealth Management
DUK icon

Revisor Wealth Management’s Duke Energy DUK Stock Holding History

Revisor Wealth Management’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 		$933K Sell
7,880
-1,334
-14% -$163K 0.23% 101
2026
Q2 		$1.17M Sell
9,214
-1,719
-16% -$217K 0.28% 91
2026
Q1 		$1.43M Sell
10,933
-51
-0.5% -$6.38K 0.4% 54
2025
Q4 		$1.29M Buy
10,984
+3,835
+54% +$468K 0.35% 65
2025
Q3 		$892K Sell
7,149
-12
-0.2% -$1.46K 0.31% 71
2025
Q2 		$846K Buy
7,161
+3,466
+94% +$409K 0.31% 73
2025
Q1 		$451K Buy
3,695
+1,641
+80% +$187K 0.2% 125
2024
Q4 		$228K Sell
2,054
-1,740
-46% -$197K 0.21% 103
2024
Q3 		$437K Sell
3,794
-615
-14% -$68.4K 0.27% 81
2024
Q2 		$442K Sell
4,409
-1,437
-25% -$144K 0.31% 67
2024
Q1 		$566K Buy
+5,846
New +$555K 0.26% 103

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

Revisor Wealth Management's DUK Position: Q3 2026 in Review

Revisor Wealth Management reduced its Duke Energy (DUK) stake by 14% in Q3 2026, selling an estimated $163K and leaving 7,880 shares worth $933K. The position accounts for 0.23% of the portfolio, ranked #101.

Revisor Wealth Management first reported a position in DUK in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.43M in Q1 2026. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Revisor Wealth Management held 7,880 shares of Duke Energy worth $933K as of Q3 2026.
  • Revisor Wealth Management sold 1,334 Duke Energy shares in Q3 2026, an estimated $163K.
  • Duke Energy made up 0.23% of Revisor Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Revisor Wealth Management first reported a position in Duke Energy in Q1 2024 and has held it in 11 quarters since.
  • Revisor Wealth Management's Duke Energy position peaked at $1.43M in Q1 2026.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.