tru Independence
DUK icon

tru Independence’s Duke Energy DUK Stock Holding History

tru Independence’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 		$426K Buy
3,739
+1,794
+92% +$220K 0.18% 64
2026
Q2 		$246K Buy
1,945
+17
+0.9% +$2.14K 0.11% 91
2026
Q1 		$252K Sell
1,928
-12
-0.6% -$1.5K 0.12% 84
2025
Q4 		$227K Sell
1,940
-267
-12% -$32.6K 0.06% 123
2025
Q3 		$273K Buy
2,207
+184
+9% +$22.3K 0.07% 112
2025
Q2 		$239K Buy
2,023
+71
+4% +$8.38K 0.07% 114
2025
Q1 		$238K Buy
1,952
+20
+1% +$2.28K 0.07% 106
2024
Q4 		$208K Buy
1,932
+17
+0.9% +$1.93K 0.07% 110
2024
Q3 		$221K Buy
+1,915
New +$213K 0.06% 106
2023
Q3 		– Sell
-2,370
Closed -$213K – 119
2023
Q2 		$213K Buy
2,370
+24
+1% +$2.26K 0.07% 116
2023
Q1 		$226K Buy
2,346
+98
+4% +$9.7K 0.07% 112
2022
Q4 		$232K Sell
2,248
-191
-8% -$18.3K 0.08% 103
2022
Q3 		$227K Sell
2,439
-45
-2% -$4.83K 0.08% 108
2022
Q2 		$266K Sell
2,484
-180
-7% -$19.8K 0.09% 110
2022
Q1 		$298K Buy
2,664
+77
+3% +$8K 0.08% 124
2021
Q4 		$271K Sell
2,587
-210
-8% -$21.3K 0.07% 125
2021
Q3 		$273K Buy
+2,797
New +$290K 0.08% 124
2021
Q2 		– Sell
-3,156
Closed -$305K – 298
2021
Q1 		$305K Sell
3,156
-1,518
-32% -$139K 0.06% 209
2020
Q4 		$428 Buy
4,674
+2,717
+139% +$251K ﹤0.01% 388
2020
Q3 		$173K Sell
1,957
-1,966
-50% -$162K 0.05% 165
2020
Q2 		$314K Buy
3,923
+543
+16% +$45.9K 0.05% 207
2020
Q1 		$274K Buy
3,380
+3,314
+5,021% +$304K 0.04% 183
2019
Q4 		$6K Buy
+66
New +$6.05K ﹤0.01% 637

Other funds holding DUK

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

tru Independence's DUK Position: Q3 2026 in Review

tru Independence increased its Duke Energy (DUK) stake by 92% in Q3 2026, buying an estimated $220K and bringing the position to 3,739 shares worth $426K. The position accounts for 0.18% of the portfolio, ranked #64.

tru Independence first reported a position in DUK in Q4 2019 and has held it in 23 quarters since. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • tru Independence held 3,739 shares of Duke Energy worth $426K as of Q3 2026.
  • tru Independence bought 1,794 Duke Energy shares in Q3 2026, an estimated $220K.
  • Duke Energy made up 0.18% of tru Independence's portfolio in Q3 2026, its #64 holding.
  • tru Independence first reported a position in Duke Energy in Q4 2019 and has held it in 23 quarters since.
  • 720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.