AIM
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Aspen Investment Management’s Duke Energy DUK Stock Holding History

Aspen 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 		$661K Buy
5,222
+34
+0.7% +$4.29K 0.18% 118
2026
Q1 		$679K Buy
5,188
+27
+0.5% +$3.38K 0.21% 106
2025
Q4 		$605K Hold
5,161
– – 0.18% 118
2025
Q3 		$639K Sell
5,161
-158
-3% -$19.2K 0.25% 99
2025
Q2 		$628K Buy
5,319
+450
+9% +$53.1K 0.26% 88
2025
Q1 		$594K Hold
4,869
– – 0.27% 89
2024
Q4 		$525K Sell
4,869
-179
-4% -$20.3K 0.24% 97
2024
Q3 		$582K Sell
5,048
-13
-0.3% -$1.45K 0.27% 92
2024
Q2 		$507K Sell
5,061
-175
-3% -$17.5K 0.25% 95
2024
Q1 		$506K Hold
5,236
– – 0.26% 98
2023
Q4 		$508K Sell
5,236
-33
-0.6% -$3K 0.28% 90
2023
Q3 		$465K Sell
5,269
-75
-1% -$6.88K 0.28% 92
2023
Q2 		$480K Hold
5,344
– – 0.29% 91
2023
Q1 		$516K Sell
5,344
-10
-0.2% -$988 0.33% 81
2022
Q4 		$551K Sell
5,354
-766
-13% -$73.5K 0.36% 82
2022
Q3 		$569K Hold
6,120
– – 0.38% 83
2022
Q2 		$656K Hold
6,120
– – 0.41% 79
2022
Q1 		$683K Hold
6,120
– – 0.36% 88
2021
Q4 		$642K Sell
6,120
-108
-2% -$10.9K 0.32% 96
2021
Q3 		$608K Buy
6,228
+147
+2% +$15.2K 0.32% 90
2021
Q2 		$600K Sell
6,081
-33
-0.5% -$3.31K 0.31% 89
2021
Q1 		$590K Hold
6,114
– – 0.33% 88
2020
Q4 		$560K Buy
6,114
+18
+0.3% +$1.67K 0.33% 88
2020
Q3 		$540K Sell
6,096
-138
-2% -$11.4K 0.36% 78
2020
Q2 		$498K Hold
6,234
– – 0.36% 78
2020
Q1 		$504K Sell
6,234
-266
-4% -$24.4K 0.44% 67
2019
Q4 		$593K Hold
6,500
– – 0.37% 77
2019
Q3 		$623K Hold
6,500
– – 0.42% 73
2019
Q2 		$574K Sell
6,500
-125
-2% -$11K 0.38% 76
2019
Q1 		$596K Hold
6,625
– – 0.42% 74
2018
Q4 		$572K Hold
6,625
– – 0.46% 69
2018
Q3 		$530K Hold
6,625
– – 0.35% 83
2018
Q2 		$524K Sell
6,625
-125
-2% -$9.61K 0.36% 81
2018
Q1 		$523K Sell
6,750
-258
-4% -$19.9K 0.37% 82
2017
Q4 		$589K Hold
7,008
– – 0.42% 72
2017
Q3 		$588K Hold
7,008
– – 0.44% 66
2017
Q2 		$586K Hold
7,008
– – 0.44% 62
2017
Q1 		$575K Hold
7,008
– – 0.43% 63
2016
Q4 		$544K Hold
7,008
– – 0.41% 62
2016
Q3 		$561K Hold
7,008
– – 0.44% 56
2016
Q2 		$601K Sell
7,008
-166
-2% -$13.3K 0.49% 50
2016
Q1 		$579K Hold
7,174
– – 0.53% 50
2015
Q4 		$512K Sell
7,174
-52
-0.7% -$3.66K 0.51% 57
2015
Q3 		$520K Sell
7,226
-100
-1% -$7.24K 0.51% 58
2015
Q2 		$517K Sell
7,326
-50
-0.7% -$3.78K 0.43% 61
2015
Q1 		$566K Sell
7,376
-50
-0.7% -$4.06K 0.45% 59
2014
Q4 		$620K Sell
7,426
-50
-0.7% -$4.03K 0.52% 54
2014
Q3 		$559K Sell
7,476
-6,116
-45% -$446K 0.47% 54
2014
Q2 		$1.01M Hold
13,592
– – 0.62% 54
2014
Q1 		$968K Sell
13,592
-91
-0.7% -$6.34K 0.62% 53
2013
Q4 		$944K Buy
13,683
+305
+2% +$21.3K 0.63% 55
2013
Q3 		$893K Hold
13,378
– – 0.63% 49
2013
Q2 		$903K Buy
+13,378
New +$946K 0.61% 47

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Aspen Investment Management increased its Duke Energy (DUK) stake by 0.66% in Q2 2026, buying an estimated $4.29K and bringing the position to 5,222 shares worth $661K. The position accounts for 0.18% of the portfolio, ranked #118.

Aspen Investment Management first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.01M in Q2 2014. 961 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Aspen Investment Management held 5,222 shares of Duke Energy worth $661K as of Q2 2026.
  • Aspen Investment Management bought 34 Duke Energy shares in Q2 2026, an estimated $4.29K.
  • Duke Energy made up 0.18% of Aspen Investment Management's portfolio in Q2 2026, its #118 holding.
  • Aspen Investment Management first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Duke Energy position peaked at $1.01M in Q2 2014.
  • 961 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.