YANKCOM Partnership’s Duke Energy DUK Stock Holding History

YANKCOM Partnership’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	$428K	Buy	3,752 +230	+7%	+$28.2K	0.15%	105
2026 Q2	$446K	Buy	3,522 +55	+2%	+$6.94K	0.16%	103
2026 Q1	$454K	Sell	3,467 -13	-0.4%	-$1.62K	0.19%	99
2025 Q4	$408K	Buy	3,480 +12	+0.3%	+$1.46K	0.17%	105
2025 Q3	$429K	Buy	3,468 +35	+1%	+$4.25K	0.19%	101
2025 Q2	$405K	Buy	3,433 +21	+0.6%	+$2.48K	0.2%	103
2025 Q1	$416K	Sell	3,412 -1,752	-34%	-$200K	0.23%	97
2024 Q4	$556K	Buy	+5,164	New	+$585K	0.3%	84

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

YANKCOM Partnership's DUK Position: Q3 2026 in Review

YANKCOM Partnership increased its Duke Energy (DUK) stake by 6.5% in Q3 2026, buying an estimated $28.2K and bringing the position to 3,752 shares worth $428K. The position accounts for 0.15% of the portfolio, ranked #105.

YANKCOM Partnership first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $556K in Q4 2024. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

YANKCOM Partnership held 3,752 shares of Duke Energy worth $428K as of Q3 2026.
YANKCOM Partnership bought 230 Duke Energy shares in Q3 2026, an estimated $28.2K.
Duke Energy made up 0.15% of YANKCOM Partnership's portfolio in Q3 2026, its #105 holding.
YANKCOM Partnership first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Duke Energy position peaked at $556K in Q4 2024.
1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.