RMR Wealth Builders
DUK icon

RMR Wealth Builders’s Duke Energy DUK Stock Holding History

RMR Wealth Builders’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 		$4.16M Buy
36,469
+2,181
+6% +$267K 0.24% 66
2026
Q2 		$4.34M Buy
34,288
+9,304
+37% +$1.17M 0.27% 59
2026
Q1 		$3.27M Buy
24,984
+3,117
+14% +$390K 0.26% 55
2025
Q4 		$2.56M Buy
21,867
+3,034
+16% +$370K 0.21% 69
2025
Q3 		$2.33M Buy
18,833
+1,299
+7% +$158K 0.2% 66
2025
Q2 		$2.07M Buy
17,534
+1,246
+8% +$147K 0.19% 73
2025
Q1 		$1.99M Buy
16,288
+694
+4% +$79.1K 0.21% 65
2024
Q4 		$1.68M Buy
15,594
+1,222
+9% +$138K 0.17% 71
2024
Q3 		$1.66M Sell
14,372
-229
-2% -$25.5K 0.18% 71
2024
Q2 		$1.46M Buy
14,601
+2,166
+17% +$217K 0.17% 74
2024
Q1 		$1.2M Buy
12,435
+2,317
+23% +$220K 0.15% 86
2023
Q4 		$982K Buy
10,118
+2,507
+33% +$228K 0.14% 86
2023
Q3 		$672K Buy
7,611
+4,783
+169% +$439K 0.11% 102
2023
Q2 		$254K Buy
2,828
+179
+7% +$16.9K 0.04% 179
2023
Q1 		$256K Buy
+2,649
New +$262K 0.05% 175
2021
Q2 		– Sell
-814
Closed -$79K – 312
2021
Q1 		$79K Buy
+814
New +$74.3K 0.02% 302
2020
Q4 		– Sell
-2,685
Closed -$238K – 523
2020
Q3 		$238K Buy
+2,685
New +$221K 0.06% 177

Other funds holding DUK

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

RMR Wealth Builders's DUK Position: Q3 2026 in Review

RMR Wealth Builders increased its Duke Energy (DUK) stake by 6.4% in Q3 2026, buying an estimated $267K and bringing the position to 36,469 shares worth $4.16M. The position accounts for 0.24% of the portfolio, ranked #66.

RMR Wealth Builders first reported a position in DUK in Q3 2020 and has held it in 17 quarters since. The position peaked at $4.34M in Q2 2026. 1,189 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • RMR Wealth Builders held 36,469 shares of Duke Energy worth $4.16M as of Q3 2026.
  • RMR Wealth Builders bought 2,181 Duke Energy shares in Q3 2026, an estimated $267K.
  • Duke Energy made up 0.24% of RMR Wealth Builders's portfolio in Q3 2026, its #66 holding.
  • RMR Wealth Builders first reported a position in Duke Energy in Q3 2020 and has held it in 17 quarters since.
  • RMR Wealth Builders's Duke Energy position peaked at $4.34M in Q2 2026.
  • 1,189 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.