CI Investments Inc’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 | $2.02M | Buy |
15,945
+1,425
| +10% | +$180K | 0.01% | 457 |
|
|
2026
Q1 | $1.9M | Buy |
14,520
+433
| +3% | +$54.1K | 0.01% | 382 |
|
|
2025
Q4 | $1.65M | Buy |
14,087
+2,571
| +22% | +$314K | 0.01% | 389 |
|
|
2025
Q3 | $1.43M | Sell |
11,516
-1,798
| -14% | -$218K | 0.01% | 395 |
|
|
2025
Q2 | $1.57M | Buy |
13,314
+1,886
| +17% | +$223K | 0.01% | 378 |
|
|
2025
Q1 | $1.39M | Buy |
11,428
+4,653
| +69% | +$530K | 0.01% | 386 |
|
|
2024
Q4 | $730K | Buy |
6,775
+972
| +17% | +$110K | ﹤0.01% | 464 |
|
|
2024
Q3 | $669K | Sell |
5,803
-826
| -12% | -$91.9K | ﹤0.01% | 450 |
|
|
2024
Q2 | $664K | Buy |
6,629
+133
| +2% | +$13.3K | ﹤0.01% | 441 |
|
|
2024
Q1 | $628K | Buy |
6,496
+751
| +13% | +$71.2K | ﹤0.01% | 453 |
|
|
2023
Q4 | $557K | Buy |
5,745
+294
| +5% | +$26.7K | ﹤0.01% | 437 |
|
|
2023
Q3 | $481K | Sell |
5,451
-126
| -2% | -$11.6K | ﹤0.01% | 438 |
|
|
2023
Q2 | $500K | Buy |
5,577
+2,248
| +68% | +$212K | ﹤0.01% | 451 |
|
|
2023
Q1 | $321K | Buy |
3,329
+1,160
| +53% | +$115K | ﹤0.01% | 512 |
|
|
2022
Q4 | $223K | Buy |
2,169
+1,134
| +110% | +$109K | ﹤0.01% | 592 |
|
|
2022
Q3 | $96K | Buy |
1,035
+941
| +1,001% | +$101K | ﹤0.01% | 711 |
|
|
2022
Q2 | $10K | Sell |
94
-1
| -1% | -$110 | ﹤0.01% | 1036 |
|
|
2022
Q1 | $11K | Sell |
95
-1,013
| -91% | -$105K | ﹤0.01% | 1082 |
|
|
2021
Q4 | $116K | Buy |
1,108
+56
| +5% | +$5.68K | ﹤0.01% | 864 |
|
|
2021
Q3 | $103K | Buy |
1,052
+83
| +9% | +$8.59K | ﹤0.01% | 852 |
|
|
2021
Q2 | $96K | Sell |
969
-91
| -9% | -$9.14K | ﹤0.01% | 877 |
|
|
2021
Q1 | $102K | Sell |
1,060
-186
| -15% | -$17K | ﹤0.01% | 766 |
|
|
2020
Q4 | $114K | Buy |
1,246
+44
| +4% | +$4.07K | ﹤0.01% | 722 |
|
|
2020
Q3 | $106K | Sell |
1,202
-133
| -10% | -$11K | ﹤0.01% | 654 |
|
|
2020
Q2 | $107K | Sell |
1,335
-24,161
| -95% | -$2.04M | ﹤0.01% | 585 |
|
|
2020
Q1 | $2.06M | Sell |
25,496
-3,047
| -11% | -$280K | 0.01% | 283 |
|
|
2019
Q4 | $2.6M | Sell |
28,543
-1,685
| -6% | -$154K | 0.01% | 285 |
|
|
2019
Q3 | $2.9M | Buy |
+30,228
| New | +$2.75M | 0.02% | 270 |
|
|
2016
Q2 | – | Sell |
-368,200
| Closed | -$29.7M | – | 200 |
|
|
2016
Q1 | $29.7M | Sell |
368,200
-47,200
| -11% | -$3.57M | 0.38% | 75 |
|
|
2015
Q4 | $29.7M | Buy |
+415,400
| New | +$29.2M | 0.38% | 70 |
|
Other funds holding DUK
CI Investments Inc's DUK Position: Q2 2026 in Review
CI Investments Inc increased its Duke Energy (DUK) stake by 9.8% in Q2 2026, buying an estimated $180K and bringing the position to 15,945 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #457.
CI Investments Inc first reported a position in DUK in Q4 2015 and has held it in 30 quarters since. The position peaked at $29.7M in Q1 2016. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- CI Investments Inc held 15,945 shares of Duke Energy worth $2.02M as of Q2 2026.
- CI Investments Inc bought 1,425 Duke Energy shares in Q2 2026, an estimated $180K.
- Duke Energy made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #457 holding.
- CI Investments Inc first reported a position in Duke Energy in Q4 2015 and has held it in 30 quarters since.
- CI Investments Inc's Duke Energy position peaked at $29.7M in Q1 2016.
- 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.