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Chesley Taft & Associates’s Duke Energy DUK Stock Holding History

Chesley Taft & Associates’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 		$1.47M Buy
11,633
+332
+3% +$41.9K 0.06% 184
2026
Q1 		$1.48M Sell
11,301
-495
-4% -$61.9K 0.06% 186
2025
Q4 		$1.38M Buy
11,796
+1,541
+15% +$188K 0.05% 187
2025
Q3 		$1.27M Buy
10,255
+25
+0.2% +$3.03K 0.05% 185
2025
Q2 		$1.21M Buy
10,230
+1,615
+19% +$191K 0.05% 189
2025
Q1 		$1.05M Sell
8,615
-150
-2% -$17.1K 0.05% 195
2024
Q4 		$944K Hold
8,765
– – 0.04% 201
2024
Q3 		$1.01M Hold
8,765
– – 0.05% 194
2024
Q2 		$879K Sell
8,765
-1,325
-13% -$133K 0.04% 196
2024
Q1 		$976K Buy
10,090
+100
+1% +$9.49K 0.05% 189
2023
Q4 		$969K Sell
9,990
-325
-3% -$29.6K 0.05% 190
2023
Q3 		$910K Sell
10,315
-325
-3% -$29.8K 0.06% 182
2023
Q2 		$955K Sell
10,640
-26
-0.2% -$2.45K 0.06% 180
2023
Q1 		$1.03M Buy
10,666
+401
+4% +$39.6K 0.07% 172
2022
Q4 		$1.06M Sell
10,265
-31
-0.3% -$2.98K 0.07% 165
2022
Q3 		$958K Buy
10,296
+270
+3% +$29K 0.07% 164
2022
Q2 		$1.07M Buy
10,026
+380
+4% +$41.8K 0.07% 163
2022
Q1 		$1.11M Buy
9,646
+355
+4% +$36.9K 0.07% 174
2021
Q4 		$975K Sell
9,291
-25
-0.3% -$2.53K 0.05% 184
2021
Q3 		$909K Buy
9,316
+475
+5% +$49.2K 0.05% 185
2021
Q2 		$873K Buy
8,841
+975
+12% +$97.9K 0.05% 186
2021
Q1 		$762K Buy
7,866
+200
+3% +$18.3K 0.05% 189
2020
Q4 		$702K Sell
7,666
-25
-0.3% -$2.31K 0.04% 189
2020
Q3 		$681K Sell
7,691
-1,000
-12% -$82.4K 0.05% 183
2020
Q2 		$694K Sell
8,691
-1,250
-13% -$106K 0.05% 179
2020
Q1 		$804K Buy
9,941
+300
+3% +$27.6K 0.07% 157
2019
Q4 		$879K Buy
9,641
+50
+0.5% +$4.58K 0.06% 172
2019
Q3 		$919K Buy
9,591
+200
+2% +$18.2K 0.07% 161
2019
Q2 		$829K Hold
9,391
– – 0.06% 168
2019
Q1 		$845K Buy
9,391
+50
+0.5% +$4.41K 0.07% 165
2018
Q4 		$806K Buy
+9,341
New +$795K 0.08% 162
2015
Q1 		– Sell
-2,441
Closed -$204K – 240
2014
Q4 		$204K Hold
2,441
– – 0.02% 234
2014
Q3 		$183K Hold
2,441
– – 0.02% 239
2014
Q2 		$181K Buy
2,441
+200
+9% +$14.4K 0.02% 244
2014
Q1 		$160K Buy
+2,241
New +$156K 0.02% 243
2013
Q3 		– Sell
-3,056
Closed -$206K – 265
2013
Q2 		$206K Buy
+3,056
New +$216K 0.02% 252

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Chesley Taft & Associates's DUK Position: Q2 2026 in Review

Chesley Taft & Associates increased its Duke Energy (DUK) stake by 2.9% in Q2 2026, buying an estimated $41.9K and bringing the position to 11,633 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #184.

Chesley Taft & Associates first reported a position in DUK in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.48M in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Chesley Taft & Associates held 11,633 shares of Duke Energy worth $1.47M as of Q2 2026.
  • Chesley Taft & Associates bought 332 Duke Energy shares in Q2 2026, an estimated $41.9K.
  • Duke Energy made up 0.06% of Chesley Taft & Associates's portfolio in Q2 2026, its #184 holding.
  • Chesley Taft & Associates first reported a position in Duke Energy in Q2 2013 and has held it in 36 quarters since.
  • Chesley Taft & Associates's Duke Energy position peaked at $1.48M in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.