William Mack & Associates
DUK icon

William Mack & Associates’s Duke Energy DUK Stock Holding History

William Mack & Associates’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 		$131K Buy
+1,149
New +$141K 0.04% 141

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

William Mack & Associates's DUK Position: Q3 2026 in Review

William Mack & Associates opened a new position in Duke Energy (DUK) in Q3 2026: 1,149 shares worth $131K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings.

2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • William Mack & Associates held 1,149 shares of Duke Energy worth $131K as of Q3 2026.
  • Duke Energy was a new William Mack & Associates position in Q3 2026.
  • Duke Energy made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #141 holding.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.