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Atalanta Sosnoff Capital’s Duke Energy DUK Stock Holding History

Atalanta Sosnoff Capital’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 		$602K Sell
4,756
-564
-11% -$71.1K 0.01% 74
2026
Q1 		$697K Buy
5,320
+7
+0.1% +$875 0.02% 72
2025
Q4 		$623K Buy
5,313
+1,967
+59% +$240K 0.01% 71
2025
Q3 		$414K Sell
3,346
-81
-2% -$9.83K 0.01% 82
2025
Q2 		$404K Buy
3,427
+125
+4% +$14.8K 0.01% 80
2025
Q1 		$403K Buy
3,302
+492
+18% +$56.1K 0.01% 78
2024
Q4 		$303K Sell
2,810
-128
-4% -$14.5K 0.01% 86
2024
Q3 		$339K Hold
2,938
– – 0.01% 86
2024
Q2 		$294K Sell
2,938
-125
-4% -$12.5K 0.01% 77
2024
Q1 		$296K Sell
3,063
-34
-1% -$3.23K 0.01% 91
2023
Q4 		$301K Sell
3,097
-211
-6% -$19.2K 0.01% 85
2023
Q3 		$292K Buy
+3,308
New +$303K 0.01% 86
2016
Q4 		– Sell
-233,056
Closed -$18.7M – 107
2016
Q3 		$18.7M Buy
+233,056
New +$19.3M 0.65% 55
2015
Q4 		– Sell
-22,765
Closed -$1.64M – 94
2015
Q3 		$1.64M Buy
+22,765
New +$1.65M 0.05% 72

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atalanta Sosnoff Capital's DUK Position: Q2 2026 in Review

Atalanta Sosnoff Capital reduced its Duke Energy (DUK) stake by 11% in Q2 2026, selling an estimated $71.1K and leaving 4,756 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #74.

Atalanta Sosnoff Capital first reported a position in DUK in Q3 2015 and has held it in 14 quarters since. The position peaked at $18.7M in Q3 2016. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Atalanta Sosnoff Capital held 4,756 shares of Duke Energy worth $602K as of Q2 2026.
  • Atalanta Sosnoff Capital sold 564 Duke Energy shares in Q2 2026, an estimated $71.1K.
  • Duke Energy made up 0.01% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #74 holding.
  • Atalanta Sosnoff Capital first reported a position in Duke Energy in Q3 2015 and has held it in 14 quarters since.
  • Atalanta Sosnoff Capital's Duke Energy position peaked at $18.7M in Q3 2016.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.