Wealth Quarterback
DUK icon

Wealth Quarterback’s Duke Energy DUK Stock Holding History

Wealth Quarterback’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 		$283K Buy
2,478
+12
+0.5% +$1.47K 0.09% 143
2026
Q2 		$312K Sell
2,466
-200
-8% -$25.2K 0.1% 133
2026
Q1 		$349K Buy
2,666
+43
+2% +$5.38K 0.14% 116
2025
Q4 		$307K Buy
2,623
+22
+0.8% +$2.69K 0.11% 123
2025
Q3 		$322K Buy
2,601
+14
+0.5% +$1.7K 0.12% 120
2025
Q2 		$305K Buy
2,587
+137
+6% +$16.2K 0.14% 109
2025
Q1 		$299K Buy
2,450
+14
+0.6% +$1.6K 0.17% 98
2024
Q4 		$262K Buy
2,436
+15
+0.6% +$1.7K 0.12% 100
2024
Q3 		$279K Sell
2,421
-31
-1% -$3.45K 0.15% 101
2024
Q2 		$246K Sell
2,452
-41
-2% -$4.1K 0.14% 99
2024
Q1 		$241K Buy
2,493
+118
+5% +$11.2K 0.13% 99
2023
Q4 		$230K Sell
2,375
-53
-2% -$4.82K 0.14% 102
2023
Q3 		$214K Sell
2,428
-298
-11% -$27.3K 0.19% 100
2023
Q2 		$245K Sell
2,726
-19
-0.7% -$1.79K 0.17% 96
2023
Q1 		$265K Sell
2,745
-4,129
-60% -$408K 0.22% 87
2022
Q4 		$708K Buy
6,874
+4,500
+190% +$432K 0.59% 38
2022
Q3 		$221K Buy
2,374
+15
+0.6% +$1.61K 0.24% 93
2022
Q2 		$253K Buy
+2,359
New +$259K 0.2% 94
2021
Q3 		$220K Buy
5,950
+3,685
+163% +$381K 0.15% 104
2021
Q2 		$224K Buy
+2,265
New +$228K 0.14% 106
2020
Q4 		$227K Sell
2,477
-3,315
-57% -$307K 0.19% 98
2020
Q3 		$463K Hold
5,792
– – 0.42% 62
2020
Q2 		$463K Sell
5,792
-215
-4% -$18.2K 0.42% 62
2020
Q1 		$480K Sell
6,007
-3,345
-36% -$307K 0.44% 50
2019
Q4 		$593K Buy
+9,352
New +$857K 0.52% 44

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
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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

Wealth Quarterback's DUK Position: Q3 2026 in Review

Wealth Quarterback increased its Duke Energy (DUK) stake by 0.49% in Q3 2026, buying an estimated $1.47K and bringing the position to 2,478 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #143.

Wealth Quarterback first reported a position in DUK in Q4 2019 and has held it in 25 quarters since. The position peaked at $708K in Q4 2022. 742 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Wealth Quarterback held 2,478 shares of Duke Energy worth $283K as of Q3 2026.
  • Wealth Quarterback bought 12 Duke Energy shares in Q3 2026, an estimated $1.47K.
  • Duke Energy made up 0.09% of Wealth Quarterback's portfolio in Q3 2026, its #143 holding.
  • Wealth Quarterback first reported a position in Duke Energy in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's Duke Energy position peaked at $708K in Q4 2022.
  • 742 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.