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Atlas Brown’s Duke Energy DUK Stock Holding History

Atlas Brown’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 		$1.17M Buy
9,245
+13
+0.1% +$1.64K 0.31% 85
2026
Q1 		$1.21M Buy
9,232
+39
+0.4% +$4.88K 0.36% 76
2025
Q4 		$1.08M Sell
9,193
-955
-9% -$117K 0.32% 78
2025
Q3 		$1.26M Sell
10,148
-256
-2% -$31.1K 0.37% 72
2025
Q2 		$1.23M Sell
10,404
-389
-4% -$45.9K 0.39% 70
2025
Q1 		$1.32M Buy
10,793
+34
+0.3% +$3.88K 0.46% 63
2024
Q4 		$1.16M Buy
10,759
+465
+5% +$52.7K 0.4% 69
2024
Q3 		$1.19M Sell
10,294
-975
-9% -$109K 0.41% 67
2024
Q2 		$1.13M Sell
11,269
-538
-5% -$53.8K 0.41% 69
2024
Q1 		$1.14M Sell
11,807
-735
-6% -$69.7K 0.42% 71
2023
Q4 		$1.22M Sell
12,542
-32
-0.3% -$2.91K 0.5% 58
2023
Q3 		$1.11M Buy
12,574
+904
+8% +$82.9K 0.51% 59
2023
Q2 		$1.05M Sell
11,670
-58
-0.5% -$5.47K 0.46% 67
2023
Q1 		$1.13M Buy
11,728
+137
+1% +$13.5K 0.52% 60
2022
Q4 		$1.19M Sell
11,591
-32
-0.3% -$3.07K 0.59% 55
2022
Q3 		$1.08M Buy
11,623
+29
+0.3% +$3.12K 0.55% 55
2022
Q2 		$1.24M Buy
11,594
+34
+0.3% +$3.74K 0.59% 55
2022
Q1 		$1.29M Sell
11,560
-32
-0.3% -$3.32K 0.53% 58
2021
Q4 		$1.22M Buy
11,592
+341
+3% +$34.6K 0.47% 67
2021
Q3 		$1.1M Buy
11,251
+177
+2% +$18.3K 0.48% 68
2021
Q2 		$1.09M Buy
11,074
+122
+1% +$12.3K 0.47% 68
2021
Q1 		$1.06M Buy
10,952
+632
+6% +$57.7K 0.5% 64
2020
Q4 		$945K Buy
10,320
+4
+0% +$370 0.49% 67
2020
Q3 		$914K Sell
10,316
-511
-5% -$42.1K 0.54% 63
2020
Q2 		$866K Buy
10,827
+497
+5% +$42K 0.55% 61
2020
Q1 		$836K Buy
10,330
+701
+7% +$64.4K 0.65% 54
2019
Q4 		$878K Buy
9,629
+1,401
+17% +$128K 0.55% 61
2019
Q3 		$789K Sell
8,228
-901
-10% -$82K 0.56% 57
2019
Q2 		$806K Buy
9,129
+66
+0.7% +$5.83K 0.56% 58
2019
Q1 		$816K Buy
9,063
+123
+1% +$10.8K 0.58% 52
2018
Q4 		$771K Buy
8,940
+216
+2% +$18.4K 0.59% 50
2018
Q3 		$698K Sell
8,724
-908
-9% -$73.4K 0.43% 66
2018
Q2 		$766K Buy
9,632
+19
+0.2% +$1.46K 0.18% 59
2018
Q1 		$745K Buy
9,613
+254
+3% +$19.6K 0.14% 59
2017
Q4 		$723K Sell
9,359
-857
-8% -$74.9K 0.13% 63
2017
Q3 		$857K Buy
10,216
+36
+0.4% +$3.08K 0.18% 50
2017
Q2 		$851K Sell
10,180
-162
-2% -$13.6K 0.74% 46
2017
Q1 		$848K Buy
10,342
+861
+9% +$68.4K 0.67% 45
2016
Q4 		$759K Hold
9,481
– – 0.31% 48
2016
Q3 		$759K Sell
9,481
-37
-0.4% -$3.06K 0.31% 48
2016
Q2 		$817K Sell
9,518
-508
-5% -$40.6K 0.33% 45
2016
Q1 		$809K Buy
10,026
+518
+5% +$39.2K 0.34% 44
2015
Q4 		$688K Buy
9,508
+2,089
+28% +$147K 0.44% 44
2015
Q3 		$534K Sell
7,419
-358
-5% -$25.9K 0.23% 51
2015
Q2 		$582K Buy
7,777
+722
+10% +$54.6K 0.23% 51
2015
Q1 		$542K Hold
7,055
– – 0.15% 53
2014
Q4 		$589K Sell
7,055
-355
-5% -$28.6K 0.16% 51
2014
Q3 		$554K Sell
7,410
-968
-12% -$70.6K 0.21% 51
2014
Q2 		$622K Buy
8,378
+223
+3% +$16K 0.31% 44
2014
Q1 		$581K Buy
8,155
+710
+10% +$49.5K 0.31% 44
2013
Q4 		$514K Sell
7,445
-208
-3% -$14.6K 0.36% 36
2013
Q3 		$511K Sell
7,653
-1,822
-19% -$124K 0.38% 35
2013
Q2 		$640K Buy
+9,475
New +$670K 0.14% 68

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

Atlas Brown's DUK Position: Q2 2026 in Review

Atlas Brown increased its Duke Energy (DUK) stake by 0.14% in Q2 2026, buying an estimated $1.64K and bringing the position to 9,245 shares worth $1.17M. The position accounts for 0.31% of the portfolio, ranked #85.

Atlas Brown first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.32M in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Atlas Brown held 9,245 shares of Duke Energy worth $1.17M as of Q2 2026.
  • Atlas Brown bought 13 Duke Energy shares in Q2 2026, an estimated $1.64K.
  • Duke Energy made up 0.31% of Atlas Brown's portfolio in Q2 2026, its #85 holding.
  • Atlas Brown first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Atlas Brown's Duke Energy position peaked at $1.32M in Q1 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.