Stiles Financial Services
DUK icon

Stiles Financial Services’s Duke Energy DUK Stock Holding History

Stiles Financial Services’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 		$3.07M Buy
26,932
+431
+2% +$52.8K 0.78% 38
2026
Q2 		$3.35M Sell
26,501
-53
-0.2% -$6.69K 0.84% 39
2026
Q1 		$3.48M Buy
26,554
+1,121
+4% +$140K 1.06% 25
2025
Q4 		$2.98M Buy
25,433
+1,320
+5% +$161K 0.92% 33
2025
Q3 		$2.98M Buy
24,113
+650
+3% +$78.9K 0.94% 29
2025
Q2 		$2.77M Buy
23,463
+797
+4% +$94K 0.96% 33
2025
Q1 		$2.76M Buy
22,666
+74
+0.3% +$8.44K 1.06% 26
2024
Q4 		$2.43M Buy
22,592
+990
+5% +$112K 0.88% 36
2024
Q3 		$2.49M Buy
21,602
+836
+4% +$93K 0.88% 36
2024
Q2 		$2.08M Sell
20,766
-3
-0% -$300 0.8% 41
2024
Q1 		$2.01M Buy
20,769
+716
+4% +$67.9K 0.8% 41
2023
Q4 		$1.95M Buy
20,053
+5,584
+39% +$508K 0.88% 39
2023
Q3 		$1.28M Buy
14,469
+1,323
+10% +$121K 0.66% 52
2023
Q2 		$1.18M Buy
13,146
+1,558
+13% +$147K 0.59% 59
2023
Q1 		$1.12M Buy
11,588
+215
+2% +$21.2K 0.6% 56
2022
Q4 		$1.17M Buy
11,373
+84
+0.7% +$8.06K 0.67% 46
2022
Q3 		$1.05M Buy
11,289
+554
+5% +$59.5K 0.64% 48
2022
Q2 		$1.15M Buy
10,735
+80
+0.8% +$8.8K 0.69% 44
2022
Q1 		$1.19M Buy
10,655
+607
+6% +$63K 0.6% 52
2021
Q4 		$1.05M Buy
+10,048
New +$1.02M 0.51% 59

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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Stiles Financial Services's DUK Position: Q3 2026 in Review

Stiles Financial Services increased its Duke Energy (DUK) stake by 1.6% in Q3 2026, buying an estimated $52.8K and bringing the position to 26,932 shares worth $3.07M. The position accounts for 0.78% of the portfolio, ranked #38.

Stiles Financial Services first reported a position in DUK in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.48M in Q1 2026. 1,560 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Stiles Financial Services held 26,932 shares of Duke Energy worth $3.07M as of Q3 2026.
  • Stiles Financial Services bought 431 Duke Energy shares in Q3 2026, an estimated $52.8K.
  • Duke Energy made up 0.78% of Stiles Financial Services's portfolio in Q3 2026, its #38 holding.
  • Stiles Financial Services first reported a position in Duke Energy in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Duke Energy position peaked at $3.48M in Q1 2026.
  • 1,560 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.