William Allan Corp’s Duke Energy DUK Stock Holding History

William Allan Corp’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	$304K	Sell	2,667 -50	-2%	-$6.12K	0.15%	57
2026 Q2	$344K	Hold	2,717	–	–	0.17%	54
2026 Q1	$356K	Buy	2,717 +23	+0.9%	+$2.88K	0.21%	50
2025 Q4	$316K	Buy	2,694 +67	+3%	+$8.18K	0.18%	52
2025 Q3	$325K	Buy	2,627 +717	+38%	+$87K	0.18%	50
2025 Q2	$225K	Hold	1,910	–	–	0.13%	48
2025 Q1	$233K	Buy	+1,910	New	+$218K	0.15%	49
2022 Q1	–	Sell	-1,292	Closed	-$136K	–	60
2021 Q4	$136K	Buy	+1,292	New	+$131K	0.1%	48

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

William Allan Corp's DUK Position: Q3 2026 in Review

William Allan Corp reduced its Duke Energy (DUK) stake by 1.8% in Q3 2026, selling an estimated $6.12K and leaving 2,667 shares worth $304K. The position accounts for 0.15% of the portfolio, ranked #57.

William Allan Corp first reported a position in DUK in Q4 2021 and has held it in 8 quarters since. The position peaked at $356K in Q1 2026. 1,025 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

William Allan Corp held 2,667 shares of Duke Energy worth $304K as of Q3 2026.
William Allan Corp sold 50 Duke Energy shares in Q3 2026, an estimated $6.12K.
Duke Energy made up 0.15% of William Allan Corp's portfolio in Q3 2026, its #57 holding.
William Allan Corp first reported a position in Duke Energy in Q4 2021 and has held it in 8 quarters since.
William Allan Corp's Duke Energy position peaked at $356K in Q1 2026.
1,025 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.