Birch Hill Investment Advisors’s Duke Energy DUK Stock Holding History

Birch Hill Investment Advisors’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	$998K	Hold	7,888	–	–	0.04%	116
2026 Q1	$1.03M	Hold	7,888	–	–	0.05%	109
2025 Q4	$925K	Hold	7,888	–	–	0.04%	114
2025 Q3	$976K	Hold	7,888	–	–	0.04%	114
2025 Q2	$931K	Hold	7,888	–	–	0.04%	115
2025 Q1	$962K	Hold	7,888	–	–	0.05%	112
2024 Q4	$850K	Hold	7,888	–	–	0.04%	116
2024 Q3	$909K	Hold	7,888	–	–	0.04%	108
2024 Q2	$791K	Hold	7,888	–	–	0.04%	112
2024 Q1	$763K	Hold	7,888	–	–	0.04%	109
2023 Q4	$765K	Hold	7,888	–	–	0.04%	107
2023 Q3	$696K	Hold	7,888	–	–	0.04%	110
2023 Q2	$708K	Hold	7,888	–	–	0.04%	107
2023 Q1	$761K	Hold	7,888	–	–	0.05%	104
2022 Q4	$812K	Hold	7,888	–	–	0.05%	99
2022 Q3	$734K	Hold	7,888	–	–	0.05%	99
2022 Q2	$846K	Hold	7,888	–	–	0.05%	97
2022 Q1	$881K	Hold	7,888	–	–	0.05%	104
2021 Q4	$827K	Hold	7,888	–	–	0.04%	106
2021 Q3	$770K	Hold	7,888	–	–	0.04%	107
2021 Q2	$779K	Hold	7,888	–	–	0.04%	106
2021 Q1	$761K	Hold	7,888	–	–	0.04%	104
2020 Q4	$722K	Hold	7,888	–	–	0.04%	98
2020 Q3	$699K	Hold	7,888	–	–	0.05%	96
2020 Q2	$630K	Hold	7,888	–	–	0.05%	96
2020 Q1	$638K	Hold	7,888	–	–	0.06%	91
2019 Q4	$719K	Hold	7,888	–	–	0.05%	97
2019 Q3	$756K	Hold	7,888	–	–	0.05%	96
2019 Q2	$696K	Sell	7,888 -696	-8%	-$61.5K	0.05%	101
2019 Q1	$773K	Sell	8,584 -67	-0.8%	-$5.91K	0.06%	94
2018 Q4	$747K	Hold	8,651	–	–	0.07%	90
2018 Q3	$692K	Hold	8,651	–	–	0.05%	104
2018 Q2	$684K	Hold	8,651	–	–	0.05%	96
2018 Q1	$670K	Sell	8,651 -732	-8%	-$56.6K	0.06%	92
2017 Q4	$789K	Sell	9,383 -60	-0.6%	-$5.24K	0.07%	87
2017 Q3	$792K	Hold	9,443	–	–	0.07%	88
2017 Q2	$789K	Hold	9,443	–	–	0.07%	84
2017 Q1	$774K	Buy	9,443 +222	+2%	+$17.6K	0.07%	83
2016 Q4	$716K	Sell	9,221 -300	-3%	-$23K	0.07%	86
2016 Q3	$762K	Sell	9,521 -200	-2%	-$16.6K	0.07%	81
2016 Q2	$834K	Hold	9,721	–	–	0.08%	81
2016 Q1	$784K	Hold	9,721	–	–	0.08%	83
2015 Q4	$694K	Hold	9,721	–	–	0.07%	87
2015 Q3	$699K	Hold	9,721	–	–	0.08%	87
2015 Q2	$686K	Sell	9,721 -66	-0.7%	-$4.99K	0.07%	94
2015 Q1	$751K	Hold	9,787	–	–	0.08%	92
2014 Q4	$818K	Sell	9,787 -34	-0.3%	-$2.74K	0.08%	88
2014 Q3	$734K	Hold	9,821	–	–	0.08%	89
2014 Q2	$729K	Hold	9,821	–	–	0.08%	89
2014 Q1	$699K	Sell	9,821 -193	-2%	-$13.5K	0.08%	89
2013 Q4	$691K	Sell	10,014 -106	-1%	-$7.42K	0.07%	96
2013 Q3	$676K	Buy	10,120 +106	+1%	+$7.23K	0.08%	96
2013 Q2	$676K	Buy	+10,014	New	+$708K	0.08%	93

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Birch Hill Investment Advisors's DUK Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 7,888 shares worth $998K. The position accounts for 0.04% of the portfolio, ranked #116.

Birch Hill Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.03M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Birch Hill Investment Advisors held 7,888 shares of Duke Energy worth $998K as of Q2 2026.
Birch Hill Investment Advisors left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.04% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #116 holding.
Birch Hill Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
Birch Hill Investment Advisors's Duke Energy position peaked at $1.03M in Q1 2026.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.