Simplex Trading
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Simplex Trading’s Duke Energy DUK Stock Holding History

Simplex Trading’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 		– Sell
-14,605
Closed -$1.79M – 9429
2026
Q2 		$1.85M Buy
+14,605
New +$1.84M ﹤0.01% 2129
2026
Q1 		– Sell
-623
Closed -$77.9K – 9314
2025
Q4 		$73K Buy
+623
New +$76.1K ﹤0.01% 5301
2023
Q3 		– Sell
-28,917
Closed -$2.65M – 8901
2023
Q2 		$2.6M Buy
+28,917
New +$2.73M ﹤0.01% 1760
2022
Q3 		– Sell
-27,808
Closed -$2.99M – 10102
2022
Q2 		$2.98M Buy
+27,808
New +$3.06M ﹤0.01% 1507
2022
Q1 		– Sell
-16,920
Closed -$1.76M – 10591
2021
Q4 		$1.77M Buy
16,920
+14,492
+597% +$1.47M ﹤0.01% 2161
2021
Q3 		$241K Buy
2,428
+38
+2% +$3.93K ﹤0.01% 5307
2021
Q2 		$235K Buy
+2,390
New +$240K ﹤0.01% 5418
2020
Q4 		– Sell
-50,929
Closed -$4.71M – 8486
2020
Q3 		$4.51M Buy
+50,929
New +$4.2M 0.01% 931
2017
Q4 		– Sell
-9,300
Closed -$812K – 6126
2017
Q3 		$780K Buy
+9,300
New +$796K 0.03% 465
2015
Q4 		– Sell
-2,328
Closed -$164K – 5532
2015
Q3 		$167K Sell
2,328
-19,356
-89% -$1.4M 0.01% 1037
2015
Q2 		$1.53M Buy
21,684
+16,344
+306% +$1.24M 0.13% 138
2015
Q1 		$410K Buy
+5,340
New +$433K 0.05% 388

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

Simplex Trading's DUK Position: Q3 2026 in Review

Simplex Trading sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 14,605 shares — an estimated $1.79M sold.

Simplex Trading first reported a position in DUK in Q1 2015 and held it in 12 quarters. The position peaked at $4.51M in Q3 2020. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Simplex Trading reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Simplex Trading sold 14,605 Duke Energy shares in Q3 2026, an estimated $1.79M.
  • Simplex Trading first reported a position in Duke Energy in Q1 2015 and held it in 12 quarters.
  • Simplex Trading's Duke Energy position peaked at $4.51M in Q3 2020.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.