Atwood & Palmer’s Duke Energy DUK Stock Holding History

Atwood & Palmer’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	$171K	Hold	1,348	–	–	0.01%	166
2026 Q1	$177K	Hold	1,348	–	–	0.01%	162
2025 Q4	$158K	Hold	1,348	–	–	0.01%	162
2025 Q3	$167K	Sell	1,348 -530	-28%	-$64.3K	0.01%	165
2025 Q2	$222K	Hold	1,878	–	–	0.01%	149
2025 Q1	$229K	Buy	1,878 +530	+39%	+$60.4K	0.02%	144
2024 Q4	$145K	Hold	1,348	–	–	0.01%	159
2024 Q3	$155K	Hold	1,348	–	–	0.01%	161
2024 Q2	$135K	Hold	1,348	–	–	0.01%	166
2024 Q1	$130K	Sell	1,348 -32	-2%	-$3.04K	0.01%	172
2023 Q4	$134K	Hold	1,380	–	–	0.01%	167
2023 Q3	$122K	Hold	1,380	–	–	0.01%	164
2023 Q2	$124K	Hold	1,380	–	–	0.01%	176
2023 Q1	$133K	Hold	1,380	–	–	0.01%	163
2022 Q4	$142K	Hold	1,380	–	–	0.01%	159
2022 Q3	$128K	Hold	1,380	–	–	0.01%	154
2022 Q2	$148K	Sell	1,380 -33	-2%	-$3.63K	0.01%	152
2022 Q1	$158K	Hold	1,413	–	–	0.01%	151
2021 Q4	$148K	Buy	1,413 +32	+2%	+$3.24K	0.01%	158
2021 Q3	$135K	Hold	1,381	–	–	0.01%	163
2021 Q2	$136K	Sell	1,381 -168	-11%	-$16.9K	0.01%	167
2021 Q1	$150K	Buy	1,549 +201	+15%	+$18.3K	0.01%	154
2020 Q4	$123K	Hold	1,348	–	–	0.01%	162
2020 Q3	$119K	Hold	1,348	–	–	0.02%	152
2020 Q2	$108K	Hold	1,348	–	–	0.01%	154
2020 Q1	$109K	Hold	1,348	–	–	0.02%	148
2019 Q4	$123K	Hold	1,348	–	–	0.02%	147
2019 Q3	$129K	Hold	1,348	–	–	0.02%	150
2019 Q2	$119K	Hold	1,348	–	–	0.02%	146
2019 Q1	$121K	Sell	1,348 -50	-4%	-$4.41K	0.02%	144
2018 Q4	$121K	Buy	1,398 +50	+4%	+$4.26K	0.02%	139
2018 Q3	$108K	Hold	1,348	–	–	0.01%	151
2018 Q2	$107K	Hold	1,348	–	–	0.01%	151
2018 Q1	$104K	Buy	1,348 +1,096	+435%	+$84.7K	0.01%	152
2017 Q4	$21K	Hold	252	–	–	﹤0.01%	222
2017 Q3	$21K	Hold	252	–	–	﹤0.01%	223
2017 Q2	$21K	Buy	252 +50	+25%	+$4.2K	﹤0.01%	225
2017 Q1	$17K	Hold	202	–	–	﹤0.01%	230
2016 Q4	$16K	Hold	202	–	–	﹤0.01%	240
2016 Q3	$16K	Hold	202	–	–	﹤0.01%	235
2016 Q2	$17K	Buy	+202	New	+$16.1K	﹤0.01%	232
2016 Q1	–	Sell	-445	Closed	-$32K	–	335
2015 Q4	$32K	Hold	445	–	–	0.01%	228
2015 Q3	$32K	Sell	445 -222	-33%	-$16.1K	0.01%	221
2015 Q2	$47K	Sell	667 -25	-4%	-$1.89K	0.01%	188
2015 Q1	$53K	Hold	692	–	–	0.01%	181
2014 Q4	$58K	Sell	692 -2,926	-81%	-$236K	0.01%	190
2014 Q3	$271K	Hold	3,618	–	–	0.05%	104
2014 Q2	$268K	Sell	3,618 -327	-8%	-$23.5K	0.07%	100
2014 Q1	$281K	Hold	3,945	–	–	0.07%	98
2013 Q4	$272K	Hold	3,945	–	–	0.07%	98
2013 Q3	$263K	Sell	3,945 -388	-9%	-$26.5K	0.07%	96
2013 Q2	$292K	Buy	+4,333	New	+$306K	0.08%	88

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Atwood & Palmer's DUK Position: Q2 2026 in Review

Atwood & Palmer held its Duke Energy (DUK) position steady in Q2 2026 at 1,348 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #166.

Atwood & Palmer first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $292K in Q2 2013. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Atwood & Palmer held 1,348 shares of Duke Energy worth $171K as of Q2 2026.
Atwood & Palmer left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #166 holding.
Atwood & Palmer first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
Atwood & Palmer's Duke Energy position peaked at $292K in Q2 2013.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.