Walker Asset Management’s Duke Energy DUK Stock Holding History

Walker Asset Management’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	$575K	Buy	5,048 +39	+0.8%	+$4.78K	0.29%	65
2026 Q2	$634K	Buy	5,009 +36	+0.7%	+$4.54K	0.32%	62
2026 Q1	$651K	Buy	4,973 +85	+2%	+$10.6K	0.35%	55
2025 Q4	$573K	Buy	4,888 +38	+0.8%	+$4.64K	0.31%	57
2025 Q3	$600K	Buy	4,850 +36	+0.7%	+$4.37K	0.34%	51
2025 Q2	$568K	Buy	4,814 +36	+0.8%	+$4.25K	0.33%	50
2025 Q1	$583K	Sell	4,778 -298	-6%	-$34K	0.35%	48
2024 Q4	$547K	Buy	5,076 +138	+3%	+$15.6K	0.34%	49
2024 Q3	$569K	Buy	4,938 +34	+0.7%	+$3.78K	0.35%	45
2024 Q2	$492K	Buy	4,904 +39	+0.8%	+$3.9K	0.33%	52
2024 Q1	$471K	Buy	4,865 +41	+0.8%	+$3.89K	0.31%	52
2023 Q4	$468K	Buy	+4,824	New	+$439K	0.34%	49

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Walker Asset Management's DUK Position: Q3 2026 in Review

Walker Asset Management increased its Duke Energy (DUK) stake by 0.78% in Q3 2026, buying an estimated $4.78K and bringing the position to 5,048 shares worth $575K. The position accounts for 0.29% of the portfolio, ranked #65.

Walker Asset Management first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $651K in Q1 2026. 1,025 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Walker Asset Management held 5,048 shares of Duke Energy worth $575K as of Q3 2026.
Walker Asset Management bought 39 Duke Energy shares in Q3 2026, an estimated $4.78K.
Duke Energy made up 0.29% of Walker Asset Management's portfolio in Q3 2026, its #65 holding.
Walker Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
Walker Asset Management's Duke Energy position peaked at $651K in Q1 2026.
1,025 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.