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Burney Company’s Duke Energy DUK Stock Holding History

Burney Company’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 		$662K Buy
5,229
+2,719
+108% +$343K 0.02% 413
2026
Q1 		$329K Sell
2,510
-3
-0.1% -$375 0.01% 491
2025
Q4 		$295K Sell
2,513
-155
-6% -$18.9K 0.01% 529
2025
Q3 		$330K Sell
2,668
-524
-16% -$63.6K 0.01% 488
2025
Q2 		$377K Hold
3,192
– – 0.01% 462
2025
Q1 		$389K Sell
3,192
-195
-6% -$22.2K 0.01% 450
2024
Q4 		$365K Hold
3,387
– – 0.01% 475
2024
Q3 		$391K Sell
3,387
-47
-1% -$5.23K 0.01% 471
2024
Q2 		$344K Sell
3,434
-94
-3% -$9.4K 0.01% 493
2024
Q1 		$341K Sell
3,528
-871
-20% -$82.6K 0.01% 505
2023
Q4 		$427K Sell
4,399
-170
-4% -$15.5K 0.02% 446
2023
Q3 		$403K Sell
4,569
-1,255
-22% -$115K 0.02% 435
2023
Q2 		$523K Sell
5,824
-465
-7% -$43.9K 0.02% 401
2023
Q1 		$607K Buy
6,289
+50
+0.8% +$4.94K 0.03% 371
2022
Q4 		$643K Hold
6,239
– – 0.03% 357
2022
Q3 		$580K Buy
6,239
+583
+10% +$62.6K 0.03% 385
2022
Q2 		$606K Sell
5,656
-522
-8% -$57.4K 0.03% 375
2022
Q1 		$690K Sell
6,178
-59
-0.9% -$6.13K 0.03% 383
2021
Q4 		$654K Buy
6,237
+2,719
+77% +$276K 0.03% 390
2021
Q3 		$343K Sell
3,518
-42
-1% -$4.35K 0.02% 458
2021
Q2 		$351K Sell
3,560
-457
-11% -$45.9K 0.02% 468
2021
Q1 		$388K Sell
4,017
-133
-3% -$12.1K 0.02% 441
2020
Q4 		$380K Sell
4,150
-299
-7% -$27.7K 0.02% 408
2020
Q3 		$394K Buy
4,449
+214
+5% +$17.6K 0.02% 377
2020
Q2 		$338K Buy
4,235
+27
+0.6% +$2.28K 0.02% 383
2020
Q1 		$340K Sell
4,208
-363
-8% -$33.3K 0.03% 341
2019
Q4 		$417K Buy
4,571
+412
+10% +$37.8K 0.02% 350
2019
Q3 		$399K Hold
4,159
– – 0.02% 337
2019
Q2 		$367K Sell
4,159
-210
-5% -$18.6K 0.02% 363
2019
Q1 		$393K Sell
4,369
-165
-4% -$14.5K 0.02% 350
2018
Q4 		$391K Sell
4,534
-803
-15% -$68.3K 0.03% 338
2018
Q3 		$427K Sell
5,337
-1,235
-19% -$99.9K 0.03% 344
2018
Q2 		$520K Buy
6,572
+833
+15% +$64.1K 0.03% 312
2018
Q1 		$445K Buy
5,739
+217
+4% +$16.8K 0.03% 308
2017
Q4 		$464K Buy
5,522
+145
+3% +$12.7K 0.03% 302
2017
Q3 		$453K Sell
5,377
-350
-6% -$30K 0.03% 287
2017
Q2 		$481K Sell
5,727
-228
-4% -$19.2K 0.03% 278
2017
Q1 		$488K Buy
5,955
+186
+3% +$14.8K 0.03% 268
2016
Q4 		$448K Sell
5,769
-2,822
-33% -$216K 0.03% 271
2016
Q3 		$697K Sell
8,591
-463
-5% -$38.3K 0.05% 232
2016
Q2 		$777K Buy
9,054
+3,288
+57% +$263K 0.06% 219
2016
Q1 		$465K Sell
5,766
-12
-0.2% -$908 0.03% 279
2015
Q4 		$416K Buy
5,778
+296
+5% +$20.8K 0.03% 273
2015
Q3 		$394K Buy
5,482
+399
+8% +$28.9K 0.03% 274
2015
Q2 		$359K Sell
5,083
-539
-10% -$40.7K 0.02% 314
2015
Q1 		$432K Buy
5,622
+44
+0.8% +$3.57K 0.03% 300
2014
Q4 		$466K Sell
5,578
-347
-6% -$28K 0.04% 281
2014
Q3 		$443K Sell
5,925
-606
-9% -$44.2K 0.04% 284
2014
Q2 		$485K Sell
6,531
-2,916
-31% -$210K 0.04% 280
2014
Q1 		$673K Buy
9,447
+2,875
+44% +$200K 0.06% 244
2013
Q4 		$454K Sell
6,572
-638
-9% -$44.7K 0.04% 285
2013
Q3 		$482K Buy
7,210
+294
+4% +$20.1K 0.05% 275
2013
Q2 		$467K Buy
+6,916
New +$489K 0.06% 266

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

Burney Company's DUK Position: Q2 2026 in Review

Burney Company increased its Duke Energy (DUK) stake by 108% in Q2 2026, buying an estimated $343K and bringing the position to 5,229 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #413.

Burney Company first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $777K in Q2 2016. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Burney Company held 5,229 shares of Duke Energy worth $662K as of Q2 2026.
  • Burney Company bought 2,719 Duke Energy shares in Q2 2026, an estimated $343K.
  • Duke Energy made up 0.02% of Burney Company's portfolio in Q2 2026, its #413 holding.
  • Burney Company first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Duke Energy position peaked at $777K in Q2 2016.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.