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Columbia Asset Management’s Duke Energy DUK Stock Holding History

Columbia Asset Management’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
2025
Q2 		– Sell
-590,000
Closed -$581K – 188
2025
Q1 		$581K Buy
590,000
+345,000
+141% +$39.3M 0.11% 119
2024
Q4 		$238K Buy
+245,000
New +$27.8M 0.04% 185

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Columbia Asset Management's DUK Position: Q2 2026 in Review

Columbia Asset Management reduced its Duke Energy (DUK) stake by 4% in Q2 2026, selling an estimated $65.6K and leaving 12,624 shares worth $1.6M. The position accounts for 0.28% of the portfolio, ranked #73.

Columbia Asset Management first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.25M in Q1 2021. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Columbia Asset Management held 12,624 shares of Duke Energy worth $1.6M as of Q2 2026.
  • Columbia Asset Management sold 520 Duke Energy shares in Q2 2026, an estimated $65.6K.
  • Duke Energy made up 0.28% of Columbia Asset Management's portfolio in Q2 2026, its #73 holding.
  • Columbia Asset Management first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
  • Columbia Asset Management's Duke Energy position peaked at $2.25M in Q1 2021.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.