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Alley Investment Management Company’s Duke Energy DUK Stock Holding History

Alley Investment Management Company’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 		$10.7M Sell
84,809
-2,335
-3% -$295K 1.25% 33
2026
Q1 		$11.4M Sell
87,144
-265
-0.3% -$33.1K 1.39% 31
2025
Q4 		$10.2M Sell
87,409
-609
-0.7% -$74.4K 1.2% 37
2025
Q3 		$10.9M Buy
88,018
+10,108
+13% +$1.23M 1.26% 33
2025
Q2 		$9.19M Buy
77,910
+843
+1% +$99.5K 1.11% 40
2025
Q1 		$9.4M Buy
77,067
+590
+0.8% +$67.3K 1.18% 36
2024
Q4 		$8.24M Buy
76,477
+20,414
+36% +$2.31M 1.04% 39
2024
Q3 		$6.46M Buy
56,063
+358
+0.6% +$39.8K 0.82% 48
2024
Q2 		$5.58M Buy
55,705
+516
+0.9% +$51.6K 0.76% 48
2024
Q1 		$5.34M Sell
55,189
-268
-0.5% -$25.4K 0.73% 49
2023
Q4 		$5.38M Buy
55,457
+5,765
+12% +$524K 0.79% 47
2023
Q3 		$4.39M Buy
49,692
+1,973
+4% +$181K 0.74% 48
2023
Q2 		$4.28M Buy
47,719
+1,505
+3% +$142K 0.69% 51
2023
Q1 		$4.46M Buy
46,214
+29,299
+173% +$2.89M 0.74% 51
2022
Q4 		$1.74M Buy
16,915
+352
+2% +$33.8K 0.3% 60
2022
Q3 		$1.54M Buy
16,563
+819
+5% +$88K 0.31% 58
2022
Q2 		$1.69M Buy
15,744
+687
+5% +$75.5K 0.32% 57
2022
Q1 		$1.68M Buy
+15,057
New +$1.56M 0.28% 58

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Alley Investment Management Company's DUK Position: Q2 2026 in Review

Alley Investment Management Company reduced its Duke Energy (DUK) stake by 2.7% in Q2 2026, selling an estimated $295K and leaving 84,809 shares worth $10.7M. The position accounts for 1.25% of the portfolio, ranked #33.

Alley Investment Management Company first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.4M in Q1 2026. 1,977 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alley Investment Management Company held 84,809 shares of Duke Energy worth $10.7M as of Q2 2026.
  • Alley Investment Management Company sold 2,335 Duke Energy shares in Q2 2026, an estimated $295K.
  • Duke Energy made up 1.25% of Alley Investment Management Company's portfolio in Q2 2026, its #33 holding.
  • Alley Investment Management Company first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's Duke Energy position peaked at $11.4M in Q1 2026.
  • 1,977 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.