Brown, Lisle/Cummings’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
$7.72K Sell
61
-18
-23% -$2.27K ﹤0.01% 635
2026
Q1
$10.3K Buy
+79
New +$9.88K ﹤0.01% 570
2025
Q2
– Sell
-1
Closed -$122 – 782
2025
Q1
$122 Buy
+1
New +$114 ﹤0.01% 780

Other funds holding DUK

Brown, Lisle/Cummings's DUK Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Duke Energy (DUK) stake by 23% in Q2 2026, selling an estimated $2.27K and leaving 61 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Brown, Lisle/Cummings first reported a position in DUK in Q1 2025 and has held it in 3 quarters since. The position peaked at $10.3K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Brown, Lisle/Cummings held 61 shares of Duke Energy worth $7.72K as of Q2 2026.
  • Brown, Lisle/Cummings sold 18 Duke Energy shares in Q2 2026, an estimated $2.27K.
  • Duke Energy made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #635 holding.
  • Brown, Lisle/Cummings first reported a position in Duke Energy in Q1 2025 and has held it in 3 quarters since.
  • Brown, Lisle/Cummings's Duke Energy position peaked at $10.3K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.