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AM Investment Strategies’s Duke Energy DUK Stock Holding History

AM Investment Strategies’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 		$513K Buy
4,055
+7
+0.2% +$883 0.1% 72
2026
Q1 		$530K Buy
4,048
+391
+11% +$48.9K 0.12% 68
2025
Q4 		$429K Buy
3,657
+7
+0.2% +$855 0.09% 81
2025
Q3 		$452K Buy
3,650
+34
+0.9% +$4.13K 0.1% 78
2025
Q2 		$426K Buy
3,616
+22
+0.6% +$2.6K 0.1% 80
2025
Q1 		$438K Buy
3,594
+7
+0.2% +$798 0.11% 74
2024
Q4 		$387K Sell
3,587
-9
-0.3% -$1.02K 0.09% 77
2024
Q3 		$415K Buy
3,596
+30
+0.8% +$3.34K 0.1% 75
2024
Q2 		$357K Buy
3,566
+53
+2% +$5.3K 0.09% 80
2024
Q1 		$340K Buy
3,513
+9
+0.3% +$854 0.09% 86
2023
Q4 		$340K Buy
3,504
+173
+5% +$15.7K 0.1% 79
2023
Q3 		$294K Sell
3,331
-192
-5% -$17.6K 0.1% 74
2023
Q2 		$316K Buy
3,523
+8
+0.2% +$755 0.1% 74
2023
Q1 		$339K Buy
3,515
+23
+0.7% +$2.27K 0.12% 66
2022
Q4 		$360K Buy
3,492
+7
+0.2% +$672 0.13% 63
2022
Q3 		$324K Buy
3,485
+7
+0.2% +$752 0.12% 65
2022
Q2 		$373K Sell
3,478
-58
-2% -$6.38K 0.13% 66
2022
Q1 		$395K Buy
3,536
+240
+7% +$24.9K 0.1% 74
2021
Q4 		$346K Buy
3,296
+47
+1% +$4.76K 0.08% 85
2021
Q3 		$317K Buy
3,249
+49
+2% +$5.07K 0.08% 83
2021
Q2 		$316K Buy
3,200
+6
+0.2% +$603 0.08% 85
2021
Q1 		$308K Sell
3,194
-134
-4% -$12.2K 0.09% 78
2020
Q4 		$305K Buy
3,328
+559
+20% +$51.7K 0.09% 74
2020
Q3 		$245K Buy
+2,769
New +$228K 0.09% 74

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AM Investment Strategies's DUK Position: Q2 2026 in Review

AM Investment Strategies increased its Duke Energy (DUK) stake by 0.17% in Q2 2026, buying an estimated $883 and bringing the position to 4,055 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #72.

AM Investment Strategies first reported a position in DUK in Q3 2020 and has held it in 24 quarters since. The position peaked at $530K in Q1 2026. 1,461 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • AM Investment Strategies held 4,055 shares of Duke Energy worth $513K as of Q2 2026.
  • AM Investment Strategies bought 7 Duke Energy shares in Q2 2026, an estimated $883.
  • Duke Energy made up 0.1% of AM Investment Strategies's portfolio in Q2 2026, its #72 holding.
  • AM Investment Strategies first reported a position in Duke Energy in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Duke Energy position peaked at $530K in Q1 2026.
  • 1,461 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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