TA
DUK icon

TrueWealth Advisors’s Duke Energy DUK Stock Holding History

TrueWealth Advisors’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 		$751K Buy
6,588
+478
+8% +$58.6K 0.17% 114
2026
Q2 		$773K Buy
6,110
+665
+12% +$83.9K 0.17% 112
2026
Q1 		$713K Buy
5,445
+1,246
+30% +$156K 0.18% 107
2025
Q4 		$492K Buy
4,199
+350
+9% +$42.7K 0.13% 133
2025
Q3 		$476K Buy
3,849
+1,583
+70% +$192K 0.13% 136
2025
Q2 		$267K Sell
2,266
-12
-0.5% -$1.42K 0.08% 189
2025
Q1 		$278K Sell
2,278
-15
-0.7% -$1.71K 0.09% 171
2024
Q4 		$247K Buy
2,293
+6
+0.3% +$680 0.08% 194
2024
Q3 		$264K Buy
2,287
+43
+2% +$4.79K 0.09% 185
2024
Q2 		$225K Sell
2,244
-185
-8% -$18.5K 0.08% 209
2024
Q1 		$235K Buy
2,429
+143
+6% +$13.6K 0.09% 184
2023
Q4 		$222K Buy
2,286
+17
+0.7% +$1.55K 0.09% 177
2023
Q3 		$200K Sell
2,269
-5
-0.2% -$458 0.08% 193
2023
Q2 		$204K Sell
2,274
-143
-6% -$13.5K 0.08% 183
2023
Q1 		$233K Buy
2,417
+1
+0% +$99 0.1% 163
2022
Q4 		$249K Sell
2,416
-21
-0.9% -$2.02K 0.11% 148
2022
Q3 		$227K Buy
2,437
+10
+0.4% +$1.07K 0.11% 140
2022
Q2 		$260K Buy
2,427
+378
+18% +$41.6K 0.12% 132
2022
Q1 		$215K Hold
2,049
– – 0.1% 165
2021
Q4 		$215K Buy
+2,049
New +$208K 0.1% 165

Other funds holding DUK

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
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueWealth Advisors's DUK Position: Q3 2026 in Review

TrueWealth Advisors increased its Duke Energy (DUK) stake by 7.8% in Q3 2026, buying an estimated $58.6K and bringing the position to 6,588 shares worth $751K. The position accounts for 0.17% of the portfolio, ranked #114.

TrueWealth Advisors first reported a position in DUK in Q4 2021 and has held it in 20 quarters since. The position peaked at $773K in Q2 2026. 1,932 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • TrueWealth Advisors held 6,588 shares of Duke Energy worth $751K as of Q3 2026.
  • TrueWealth Advisors bought 478 Duke Energy shares in Q3 2026, an estimated $58.6K.
  • Duke Energy made up 0.17% of TrueWealth Advisors's portfolio in Q3 2026, its #114 holding.
  • TrueWealth Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 20 quarters since.
  • TrueWealth Advisors's Duke Energy position peaked at $773K in Q2 2026.
  • 1,932 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.