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Alhambra Investment Management’s Duke Energy DUK Stock Holding History

Alhambra Investment Management’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
Q2 		$218K Sell
1,719
-440
-20% -$55.5K 0.1% 169
2026
Q1 		$283K Sell
2,159
-107
-5% -$13.4K 0.13% 143
2025
Q4 		$266K Sell
2,266
-45
-2% -$5.5K 0.12% 146
2025
Q3 		$286K Buy
2,311
+156
+7% +$18.9K 0.14% 143
2025
Q2 		$254K Sell
2,155
-113
-5% -$13.3K 0.13% 145
2025
Q1 		$277K Buy
2,268
+90
+4% +$10.3K 0.14% 136
2024
Q4 		$235K Buy
2,178
+221
+11% +$25K 0.12% 151
2024
Q3 		$226K Buy
+1,957
New +$218K 0.12% 159

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Alhambra Investment Management's DUK Position: Q2 2026 in Review

Alhambra Investment Management reduced its Duke Energy (DUK) stake by 20% in Q2 2026, selling an estimated $55.5K and leaving 1,719 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #169.

Alhambra Investment Management first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $286K in Q3 2025. 880 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alhambra Investment Management held 1,719 shares of Duke Energy worth $218K as of Q2 2026.
  • Alhambra Investment Management sold 440 Duke Energy shares in Q2 2026, an estimated $55.5K.
  • Duke Energy made up 0.1% of Alhambra Investment Management's portfolio in Q2 2026, its #169 holding.
  • Alhambra Investment Management first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • Alhambra Investment Management's Duke Energy position peaked at $286K in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.