Boston Trust Walden’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $378K | Hold |
2,984
| – | – | ﹤0.01% | 356 |
|
|
2026
Q1 | $391K | Sell |
2,984
-166
| -5% | -$20.8K | ﹤0.01% | 352 |
|
|
2025
Q4 | $369K | Sell |
3,150
-68
| -2% | -$8.3K | ﹤0.01% | 347 |
|
|
2025
Q3 | $398K | Buy |
3,218
+300
| +10% | +$36.4K | ﹤0.01% | 348 |
|
|
2025
Q2 | $344K | Hold |
2,918
| – | – | ﹤0.01% | 340 |
|
|
2025
Q1 | $356K | Hold |
2,918
| – | – | ﹤0.01% | 336 |
|
|
2024
Q4 | $314K | Hold |
2,918
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $336K | Sell |
2,918
-66
| -2% | -$7.35K | ﹤0.01% | 339 |
|
|
2024
Q2 | $299K | Hold |
2,984
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $289K | Buy |
2,984
+66
| +2% | +$6.26K | ﹤0.01% | 345 |
|
|
2023
Q4 | $283K | Hold |
2,918
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $258K | Hold |
2,918
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $262K | Hold |
2,918
| – | – | ﹤0.01% | 347 |
|
|
2023
Q1 | $281K | Sell |
2,918
-466
| -14% | -$46K | ﹤0.01% | 341 |
|
|
2022
Q4 | $349K | Sell |
3,384
-250
| -7% | -$24K | ﹤0.01% | 331 |
|
|
2022
Q3 | $338K | Buy |
3,634
+351
| +11% | +$37.7K | ﹤0.01% | 320 |
|
|
2022
Q2 | $352K | Sell |
3,283
-566
| -15% | -$62.2K | ﹤0.01% | 327 |
|
|
2022
Q1 | $430K | Sell |
3,849
-439
| -10% | -$45.6K | ﹤0.01% | 327 |
|
|
2021
Q4 | $450K | Buy |
4,288
+763
| +22% | +$77.4K | ﹤0.01% | 334 |
|
|
2021
Q3 | $344K | Sell |
3,525
-83
| -2% | -$8.59K | ﹤0.01% | 342 |
|
|
2021
Q2 | $356K | Hold |
3,608
| – | – | ﹤0.01% | 345 |
|
|
2021
Q1 | $348K | Sell |
3,608
-200
| -5% | -$18.3K | ﹤0.01% | 334 |
|
|
2020
Q4 | $349K | Hold |
3,808
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $337K | Sell |
3,808
-60
| -2% | -$4.95K | ﹤0.01% | 337 |
|
|
2020
Q2 | $309K | Buy |
3,868
+266
| +7% | +$22.5K | ﹤0.01% | 334 |
|
|
2020
Q1 | $291K | Buy |
3,602
+155
| +4% | +$14.2K | ﹤0.01% | 327 |
|
|
2019
Q4 | $314K | Sell |
3,447
-40
| -1% | -$3.67K | ﹤0.01% | 351 |
|
|
2019
Q3 | $334K | Hold |
3,487
| – | – | ﹤0.01% | 345 |
|
|
2019
Q2 | $308K | Hold |
3,487
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $314K | Hold |
3,487
| – | – | ﹤0.01% | 355 |
|
|
2018
Q4 | $301K | Hold |
3,487
| – | – | ﹤0.01% | 354 |
|
|
2018
Q3 | $279K | Sell |
3,487
-233
| -6% | -$18.8K | ﹤0.01% | 358 |
|
|
2018
Q2 | $294K | Sell |
3,720
-1,847
| -33% | -$142K | ﹤0.01% | 357 |
|
|
2018
Q1 | $431K | Buy |
5,567
+333
| +6% | +$25.7K | 0.01% | 343 |
|
|
2017
Q4 | $440K | Sell |
5,234
-467
| -8% | -$40.8K | 0.01% | 344 |
|
|
2017
Q3 | $478K | Buy |
5,701
+217
| +4% | +$18.6K | 0.01% | 340 |
|
|
2017
Q2 | $458K | Buy |
5,484
+1,133
| +26% | +$95.2K | 0.01% | 338 |
|
|
2017
Q1 | $357K | Buy |
+4,351
| New | +$346K | 0.01% | 333 |
|
|
2016
Q3 | – | Sell |
-2,354
| Closed | -$202K | – | 345 |
|
|
2016
Q2 | $202K | Buy |
+2,354
| New | +$188K | ﹤0.01% | 344 |
|
Other funds holding DUK
SP
COPPSERS
BCWM
FWIA
ETC
ORIO
Boston Trust Walden's DUK Position: Q2 2026 in Review
Boston Trust Walden held its Duke Energy (DUK) position steady in Q2 2026 at 2,984 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #356.
Boston Trust Walden first reported a position in DUK in Q2 2016 and has held it in 39 quarters since. The position peaked at $478K in Q3 2017. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Boston Trust Walden held 2,984 shares of Duke Energy worth $378K as of Q2 2026.
- Boston Trust Walden left its Duke Energy share count unchanged in Q2 2026.
- Duke Energy made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #356 holding.
- Boston Trust Walden first reported a position in Duke Energy in Q2 2016 and has held it in 39 quarters since.
- Boston Trust Walden's Duke Energy position peaked at $478K in Q3 2017.
- 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.