Cambridge Investment Research Advisors
DUK icon

Cambridge Investment Research Advisors’s Duke Energy DUK Stock Holding History

Cambridge Investment Research 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 		$45.8M Buy
362,207
+2,644
+0.7% +$334K 0.1% 189
2026
Q1 		$47.1M Buy
359,563
+13,768
+4% +$1.72M 0.12% 160
2025
Q4 		$40.5M Buy
345,795
+21,757
+7% +$2.66M 0.11% 182
2025
Q3 		$40.1M Buy
324,038
+13,196
+4% +$1.6M 0.11% 168
2025
Q2 		$36.7M Buy
310,842
+19,175
+7% +$2.26M 0.11% 181
2025
Q1 		$35.6M Buy
291,667
+20,942
+8% +$2.39M 0.12% 163
2024
Q4 		$29.2M Sell
270,725
-4,816
-2% -$546K 0.1% 195
2024
Q3 		$31.8M Sell
275,541
-17,790
-6% -$1.98M 0.11% 184
2024
Q2 		$29.4M Buy
293,331
+9,011
+3% +$901K 0.11% 176
2024
Q1 		$27.5M Sell
284,320
-20,142
-7% -$1.91M 0.11% 178
2023
Q4 		$29.5M Sell
304,462
-4,561
-1% -$415K 0.13% 158
2023
Q3 		$27.3M Buy
309,023
+31,642
+11% +$2.9M 0.13% 156
2023
Q2 		$24.9M Buy
277,381
+9,560
+4% +$902K 0.11% 179
2023
Q1 		$25.8M Buy
267,821
+3,575
+1% +$353K 0.13% 166
2022
Q4 		$27.2M Buy
264,246
+34,079
+15% +$3.27M 0.14% 148
2022
Q3 		$21.4M Buy
230,167
+21,860
+10% +$2.35M 0.12% 173
2022
Q2 		$22.3M Buy
208,307
+2,654
+1% +$292K 0.12% 179
2022
Q1 		$23M Buy
205,653
+8,126
+4% +$844K 0.11% 199
2021
Q4 		$20.7M Buy
197,527
+12,499
+7% +$1.27M 0.09% 211
2021
Q3 		$18.1M Sell
185,028
-1,887
-1% -$195K 0.09% 217
2021
Q2 		$18.5M Sell
186,915
-3,821
-2% -$384K 0.09% 226
2021
Q1 		$18.4M Buy
190,736
+21,757
+13% +$1.99M 0.1% 208
2020
Q4 		$15.5M Sell
168,979
-27,504
-14% -$2.54M 0.09% 216
2020
Q3 		$17.4M Buy
196,483
+33,390
+20% +$2.75M 0.12% 183
2020
Q2 		$13M Sell
163,093
-5,053
-3% -$427K 0.1% 210
2020
Q1 		$13.6M Sell
168,146
-17,857
-10% -$1.64M 0.13% 165
2019
Q4 		$17M Buy
186,003
+34,765
+23% +$3.19M 0.13% 166
2019
Q3 		$14.5M Sell
151,238
-12,365
-8% -$1.13M 0.13% 169
2019
Q2 		$14.4M Sell
163,603
-285
-0.2% -$25.2K 0.13% 165
2019
Q1 		$14.8M Buy
163,888
+4,692
+3% +$414K 0.14% 151
2018
Q4 		$13.7M Sell
159,196
-8,774
-5% -$747K 0.15% 141
2018
Q3 		$13.4M Buy
167,970
+8,387
+5% +$678K 0.13% 162
2018
Q2 		$12.6M Sell
159,583
-18,594
-10% -$1.43M 0.13% 154
2018
Q1 		$13.8M Buy
178,177
+17,179
+11% +$1.33M 0.16% 133
2017
Q4 		$13.5M Buy
160,998
+11,758
+8% +$1.03M 0.16% 137
2017
Q3 		$12.5M Buy
149,240
+6,966
+5% +$596K 0.17% 121
2017
Q2 		$11.9M Buy
142,274
+3,094
+2% +$260K 0.17% 114
2017
Q1 		$11.4M Buy
139,180
+5,907
+4% +$470K 0.2% 103
2016
Q4 		$10.3M Buy
133,273
+9,025
+7% +$691K 0.19% 104
2016
Q3 		$9.95M Buy
124,248
+4,557
+4% +$377K 0.18% 102
2016
Q2 		$10.3M Buy
119,691
+12,919
+12% +$1.03M 0.22% 97
2016
Q1 		$8.61M Sell
106,772
-12,630
-11% -$956K 0.19% 105
2015
Q4 		$8.52M Buy
119,402
+16,461
+16% +$1.16M 0.2% 106
2015
Q3 		$7.41M Buy
102,941
+16,892
+20% +$1.22M 0.21% 96
2015
Q2 		$6.08M Buy
86,049
+9,981
+13% +$754K 0.17% 125
2015
Q1 		$5.84M Buy
76,068
+7,212
+10% +$585K 0.17% 125
2014
Q4 		$5.75M Buy
68,856
+5,439
+9% +$439K 0.18% 115
2014
Q3 		$4.74M Sell
63,417
-1,413
-2% -$103K 0.14% 149
2014
Q2 		$4.81M Buy
64,830
+672
+1% +$48.3K 0.17% 122
2014
Q1 		$4.57M Buy
64,158
+2,532
+4% +$176K 0.17% 121
2013
Q4 		$4.25M Buy
61,626
+4,893
+9% +$342K 0.17% 120
2013
Q3 		$3.79M Buy
56,733
+195
+0.3% +$13.3K 0.17% 130
2013
Q2 		$3.82M Buy
+56,538
New +$4M 0.19% 111

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
MF
Milford Funds Auckland $6.14B AUM

Cambridge Investment Research Advisors's DUK Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Duke Energy (DUK) stake by 0.74% in Q2 2026, buying an estimated $334K and bringing the position to 362,207 shares worth $45.8M. The position accounts for 0.1% of the portfolio, ranked #189.

Cambridge Investment Research Advisors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.1M in Q1 2026. 1,183 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cambridge Investment Research Advisors held 362,207 shares of Duke Energy worth $45.8M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,644 Duke Energy shares in Q2 2026, an estimated $334K.
  • Duke Energy made up 0.1% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #189 holding.
  • Cambridge Investment Research Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Duke Energy position peaked at $47.1M in Q1 2026.
  • 1,183 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.