SWS Partners
DUK icon

SWS Partners’s Duke Energy DUK Stock Holding History

SWS 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 		$2.77M Buy
24,280
+153
+0.6% +$18.7K 0.6% 59
2026
Q2 		$3.05M Buy
24,127
+6,109
+34% +$771K 0.66% 54
2026
Q1 		$2.36M Buy
18,018
+708
+4% +$88.5K 0.58% 60
2025
Q4 		$2.03M Buy
17,310
+550
+3% +$67.2K 0.49% 77
2025
Q3 		$2.07M Buy
16,760
+684
+4% +$83K 0.51% 70
2025
Q2 		$1.9M Sell
16,076
-686
-4% -$80.9K 0.51% 71
2025
Q1 		$2.04M Sell
16,762
-609
-4% -$69.4K 0.67% 56
2024
Q4 		$1.87M Buy
17,371
+744
+4% +$84.3K 0.57% 66
2024
Q3 		$1.92M Sell
16,627
-7,477
-31% -$832K 0.61% 68
2024
Q2 		$2.42M Sell
24,104
-755
-3% -$75.5K 0.72% 52
2024
Q1 		$2.4M Buy
24,859
+2,005
+9% +$190K 0.72% 58
2023
Q4 		$2.22M Sell
22,854
-742
-3% -$67.5K 0.72% 58
2023
Q3 		$2.08M Sell
23,596
-798
-3% -$73.2K 0.77% 54
2023
Q2 		$2.19M Buy
24,394
+1,017
+4% +$96K 0.79% 55
2023
Q1 		$2.26M Buy
23,377
+452
+2% +$44.7K 0.84% 52
2022
Q4 		$2.36M Buy
22,925
+2,019
+10% +$194K 1.12% 40
2022
Q3 		$1.94M Buy
20,906
+1,109
+6% +$119K 0.9% 46
2022
Q2 		$2.12M Sell
19,797
-265
-1% -$29.1K 1.79% 22
2022
Q1 		$2.24M Buy
20,062
+289
+1% +$30K 1.47% 32
2021
Q4 		$2.07M Buy
19,773
+1,189
+6% +$121K 1.18% 39
2021
Q3 		$1.81M Buy
18,584
+2,132
+13% +$221K 1.12% 40
2021
Q2 		$1.62M Sell
16,452
-766
-4% -$77K 1.06% 48
2021
Q1 		$1.66M Sell
17,218
-427
-2% -$39K 1.14% 42
2020
Q4 		$1.62M Buy
17,645
+1,689
+11% +$156K 0.72% 51
2020
Q3 		$1.41M Buy
15,956
+3,017
+23% +$249K 0.71% 46
2020
Q2 		$1.1M Sell
12,939
-4,132
-24% -$349K 1.4% 30
2020
Q1 		$1.38M Buy
+17,071
New +$1.57M 0.99% 30
2019
Q3 		$2.1M Buy
23,691
+1,869
+9% +$170K 1.24% 23
2019
Q2 		$1.96M Buy
+21,822
New +$1.93M 1.24% 21

Other funds holding DUK

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWS Partners's DUK Position: Q3 2026 in Review

SWS Partners increased its Duke Energy (DUK) stake by 0.63% in Q3 2026, buying an estimated $18.7K and bringing the position to 24,280 shares worth $2.77M. The position accounts for 0.6% of the portfolio, ranked #59.

SWS Partners first reported a position in DUK in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.05M in Q2 2026. 1,331 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • SWS Partners held 24,280 shares of Duke Energy worth $2.77M as of Q3 2026.
  • SWS Partners bought 153 Duke Energy shares in Q3 2026, an estimated $18.7K.
  • Duke Energy made up 0.6% of SWS Partners's portfolio in Q3 2026, its #59 holding.
  • SWS Partners first reported a position in Duke Energy in Q2 2019 and has held it in 29 quarters since.
  • SWS Partners's Duke Energy position peaked at $3.05M in Q2 2026.
  • 1,331 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.