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Weaver Consulting Group’s Duke Energy DUK Stock Holding History

Weaver Consulting Group’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 		$205K Sell
1,799
-7
-0.4% -$858 0.04% 293
2026
Q2 		$229K Sell
1,806
-12
-0.7% -$1.51K 0.05% 269
2026
Q1 		$238K Sell
1,818
-33
-2% -$4.13K 0.06% 248
2025
Q4 		$217K Sell
1,851
-9
-0.5% -$1.1K 0.05% 254
2025
Q3 		$230K Buy
1,860
+15
+0.8% +$1.82K 0.06% 236
2025
Q2 		$218K Buy
1,845
+3
+0.2% +$354 0.06% 226
2025
Q1 		$225K Buy
+1,842
New +$210K 0.07% 204
2024
Q4 		– Sell
-1,883
Closed -$217K – 225
2024
Q3 		$217K Buy
+1,883
New +$210K 0.07% 204
2020
Q4 		– Sell
-453
Closed -$40K – 338
2020
Q3 		$40K Sell
453
-66
-13% -$5.44K 0.02% 289
2020
Q2 		$42K Buy
519
+66
+15% +$5.58K 0.02% 278
2020
Q1 		$37K Hold
453
– – 0.02% 254
2019
Q4 		$43K Hold
453
– – 0.02% 255
2019
Q3 		$40K Hold
453
– – 0.02% 250
2019
Q2 		$40K Sell
453
-441
-49% -$39K 0.02% 243
2019
Q1 		$77K Buy
+894
New +$78.8K 0.02% 380

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Weaver Consulting Group's DUK Position: Q3 2026 in Review

Weaver Consulting Group reduced its Duke Energy (DUK) stake by 0.39% in Q3 2026, selling an estimated $858 and leaving 1,799 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #293.

Weaver Consulting Group first reported a position in DUK in Q1 2019 and has held it in 15 quarters since. The position peaked at $238K in Q1 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Weaver Consulting Group held 1,799 shares of Duke Energy worth $205K as of Q3 2026.
  • Weaver Consulting Group sold 7 Duke Energy shares in Q3 2026, an estimated $858.
  • Duke Energy made up 0.04% of Weaver Consulting Group's portfolio in Q3 2026, its #293 holding.
  • Weaver Consulting Group first reported a position in Duke Energy in Q1 2019 and has held it in 15 quarters since.
  • Weaver Consulting Group's Duke Energy position peaked at $238K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.