JTBR
DUK icon

James T. Borello RIA’s Duke Energy DUK Stock Holding History

James T. Borello RIA’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 		$34.5K Buy
303
+22
+8% +$2.69K 0.01% 302
2026
Q2 		$35.6K Buy
281
+42
+18% +$5.3K 0.01% 290
2026
Q1 		$31.3K Buy
239
+143
+149% +$17.9K 0.01% 283
2025
Q4 		$11.3K Buy
96
+36
+60% +$4.4K ﹤0.01% 386
2025
Q3 		$7.42K Buy
60
+43
+253% +$5.22K ﹤0.01% 359
2025
Q2 		$2.01K Buy
+17
New +$2.01K ﹤0.01% 258

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OGC
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

James T. Borello RIA's DUK Position: Q3 2026 in Review

James T. Borello RIA increased its Duke Energy (DUK) stake by 7.8% in Q3 2026, buying an estimated $2.69K and bringing the position to 303 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #302.

James T. Borello RIA first reported a position in DUK in Q2 2025 and has held it in 6 quarters since. The position peaked at $35.6K in Q2 2026. 374 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • James T. Borello RIA held 303 shares of Duke Energy worth $34.5K as of Q3 2026.
  • James T. Borello RIA bought 22 Duke Energy shares in Q3 2026, an estimated $2.69K.
  • Duke Energy made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #302 holding.
  • James T. Borello RIA first reported a position in Duke Energy in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello RIA's Duke Energy position peaked at $35.6K in Q2 2026.
  • 374 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.