Root Financial Partners
DUK icon

Root Financial Partners’s Duke Energy DUK Stock Holding History

Root Financial Partners’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 		$172K Buy
+1,510
New +$185K 0.01% 500
2026
Q2 		– Sell
-1,256
Closed -$164K – 1167
2026
Q1 		$164K Buy
1,256
+624
+99% +$78K 0.01% 383
2025
Q4 		$74.1K Buy
632
+94
+17% +$11.5K ﹤0.01% 576
2025
Q3 		$66.6K Buy
+538
New +$65.3K ﹤0.01% 573

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 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

Root Financial Partners's DUK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Duke Energy (DUK) in Q3 2026: 1,510 shares worth $172K. The stake represents 0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DUK as recently as Q1 2026.

Root Financial Partners first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Root Financial Partners held 1,510 shares of Duke Energy worth $172K as of Q3 2026.
  • Duke Energy was a new Root Financial Partners position in Q3 2026.
  • Duke Energy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #500 holding.
  • Root Financial Partners first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.