Y-Intercept (HK)
DUK icon

Y-Intercept (HK)’s Duke Energy DUK Stock Holding History

Y-Intercept (HK)’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 		$3.19M Sell
27,961
-4,362
-13% -$534K 0.07% 405
2026
Q2 		$4.09M Buy
+32,323
New +$4.08M 0.08% 350
2026
Q1 		– Sell
-8,047
Closed -$943K – 1666
2025
Q4 		$943K Sell
8,047
-38,746
-83% -$4.73M 0.02% 998
2025
Q3 		$5.79M Buy
46,793
+30,132
+181% +$3.66M 0.14% 166
2025
Q2 		$1.97M Buy
+16,661
New +$1.97M 0.05% 611
2025
Q1 		– Sell
-16,508
Closed -$1.78M – 1295
2024
Q4 		$1.78M Buy
16,508
+815
+5% +$92.3K 0.12% 232
2024
Q3 		$1.81M Sell
15,693
-1,613
-9% -$180K 0.11% 237
2024
Q2 		$1.73M Buy
+17,306
New +$1.73M 0.1% 287
2024
Q1 		– Sell
-14,630
Closed -$1.42M – 1453
2023
Q4 		$1.42M Buy
+14,630
New +$1.33M 0.13% 214
2023
Q3 		– Sell
-24,806
Closed -$2.23M – 1171
2023
Q2 		$2.23M Buy
24,806
+16,026
+183% +$1.51M 0.24% 96
2023
Q1 		$847K Buy
+8,780
New +$867K 0.1% 301
2022
Q4 		– Sell
-9,066
Closed -$843K – 1076
2022
Q3 		$843K Buy
+9,066
New +$974K 0.08% 341
2021
Q4 		– Sell
-14,725
Closed -$1.44M – 640
2021
Q3 		$1.44M Buy
14,725
+2,751
+23% +$285K 0.26% 115
2021
Q2 		$1.18M Buy
11,974
+2,798
+30% +$281K 0.3% 67
2021
Q1 		$883K Buy
9,176
+2,197
+31% +$201K 0.24% 122
2020
Q4 		$632K Buy
+6,979
New +$646K 0.27% 102

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Y-Intercept (HK)'s DUK Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Duke Energy (DUK) stake by 13% in Q3 2026, selling an estimated $534K and leaving 27,961 shares worth $3.19M. The position accounts for 0.07% of the portfolio, ranked #405.

Y-Intercept (HK) first reported a position in DUK in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.79M in Q3 2025. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Y-Intercept (HK) held 27,961 shares of Duke Energy worth $3.19M as of Q3 2026.
  • Y-Intercept (HK) sold 4,362 Duke Energy shares in Q3 2026, an estimated $534K.
  • Duke Energy made up 0.07% of Y-Intercept (HK)'s portfolio in Q3 2026, its #405 holding.
  • Y-Intercept (HK) first reported a position in Duke Energy in Q4 2020 and has held it in 16 quarters since.
  • Y-Intercept (HK)'s Duke Energy position peaked at $5.79M in Q3 2025.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.