Commonwealth Equity Services’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 | $66.1M | Sell |
522,110
-9,914
| -2% | -$1.25M | 0.08% | 236 |
|
|
2026
Q1 | $69.7M | Sell |
532,024
-21,164
| -4% | -$2.65M | 0.1% | 210 |
|
|
2025
Q4 | $64.8M | Sell |
553,188
-27,202
| -5% | -$3.32M | 0.09% | 230 |
|
|
2025
Q3 | $71.8M | Sell |
580,390
-15,918
| -3% | -$1.93M | 0.09% | 204 |
|
|
2025
Q2 | $70.4M | Sell |
596,308
-5,489
| -0.9% | -$648K | 0.09% | 209 |
|
|
2025
Q1 | $73.4M | Buy |
601,797
+16,499
| +3% | +$1.88M | 0.1% | 187 |
|
|
2024
Q4 | $63.1M | Buy |
585,298
+7,060
| +1% | +$800K | 0.09% | 211 |
|
|
2024
Q3 | $66.7M | Buy |
578,238
+19,295
| +3% | +$2.15M | 0.1% | 195 |
|
|
2024
Q2 | $56M | Buy |
558,943
+10,003
| +2% | +$1M | 0.09% | 213 |
|
|
2024
Q1 | $53.1M | Sell |
548,940
-9,289
| -2% | -$881K | 0.09% | 216 |
|
|
2023
Q4 | $54.2M | Buy |
558,229
+14,458
| +3% | +$1.32M | 0.1% | 196 |
|
|
2023
Q3 | $48M | Buy |
543,771
+11,581
| +2% | +$1.06M | 0.1% | 195 |
|
|
2023
Q2 | $47.8M | Buy |
532,190
+11,708
| +2% | +$1.1M | 0.1% | 199 |
|
|
2023
Q1 | $50.2M | Buy |
520,482
+20,455
| +4% | +$2.02M | 0.11% | 178 |
|
|
2022
Q4 | $51.5M | Buy |
500,027
+4,279
| +0.9% | +$411K | 0.12% | 161 |
|
|
2022
Q3 | $46.1M | Sell |
495,748
-13,000
| -3% | -$1.4M | 0.12% | 162 |
|
|
2022
Q2 | $54.5M | Buy |
508,748
+4,782
| +0.9% | +$526K | 0.14% | 144 |
|
|
2022
Q1 | $56.3M | Buy |
503,966
+15,152
| +3% | +$1.57M | 0.13% | 153 |
|
|
2021
Q4 | $51.3M | Buy |
488,814
+19,784
| +4% | +$2.01M | 0.12% | 172 |
|
|
2021
Q3 | $45.8M | Buy |
469,030
+33,289
| +8% | +$3.45M | 0.11% | 179 |
|
|
2021
Q2 | $43M | Buy |
435,741
+20,998
| +5% | +$2.11M | 0.11% | 187 |
|
|
2021
Q1 | $40M | Sell |
414,743
-8,778
| -2% | -$801K | 0.11% | 185 |
|
|
2020
Q4 | $38.8M | Buy |
423,521
+3,344
| +0.8% | +$309K | 0.12% | 186 |
|
|
2020
Q3 | $37.2M | Buy |
420,177
+14,126
| +3% | +$1.16M | 0.13% | 169 |
|
|
2020
Q2 | $32.4M | Buy |
406,051
+8,216
| +2% | +$694K | 0.12% | 169 |
|
|
2020
Q1 | $32.2M | Buy |
397,835
+400
| +0.1% | +$36.7K | 0.15% | 136 |
|
|
2019
Q4 | $36.3M | Buy |
397,435
+16,959
| +4% | +$1.55M | 0.14% | 147 |
|
|
2019
Q3 | $36.5M | Buy |
380,476
+3,116
| +0.8% | +$284K | 0.16% | 134 |
|
|
2019
Q2 | $33.3M | Buy |
377,360
+5,723
| +2% | +$506K | 0.15% | 147 |
|
|
2019
Q1 | $33.4M | Sell |
371,637
-1,994
| -0.5% | -$176K | 0.15% | 141 |
|
|
2018
Q4 | $32.2M | Sell |
373,631
-2,696
| -0.7% | -$229K | 0.17% | 125 |
|
|
2018
Q3 | $30.1M | Buy |
376,327
+646
| +0.2% | +$52.2K | 0.14% | 140 |
|
|
2018
Q2 | $29.7M | Buy |
375,681
+12,780
| +4% | +$983K | 0.16% | 127 |
|
|
2018
Q1 | $28.1M | Sell |
362,901
-11,189
| -3% | -$865K | 0.15% | 132 |
|
|
2017
Q4 | $31.5M | Buy |
374,090
+9,822
| +3% | +$858K | 0.17% | 120 |
|
|
2017
Q3 | $30.6M | Buy |
364,268
+4,286
| +1% | +$367K | 0.18% | 113 |
|
|
2017
Q2 | $30.1M | Buy |
359,982
+3,352
| +0.9% | +$282K | 0.19% | 113 |
|
|
2017
Q1 | $29.2M | Buy |
356,630
+13,172
| +4% | +$1.05M | 0.2% | 106 |
|
|
2016
Q4 | $26.7M | Sell |
343,458
-3,612
| -1% | -$277K | 0.2% | 105 |
|
|
2016
Q3 | $27.8M | Buy |
347,070
+6,033
| +2% | +$500K | 0.22% | 95 |
|
|
2016
Q2 | $29.3M | Buy |
341,037
+15,331
| +5% | +$1.23M | 0.25% | 84 |
|
|
2016
Q1 | $26.3M | Buy |
325,706
+4,879
| +2% | +$369K | 0.23% | 91 |
|
|
2015
Q4 | $22.9M | Buy |
320,827
+8,765
| +3% | +$616K | 0.22% | 98 |
|
|
2015
Q3 | $22.4M | Sell |
312,062
-6,212
| -2% | -$450K | 0.24% | 90 |
|
|
2015
Q2 | $22.5M | Buy |
318,274
+9,749
| +3% | +$737K | 0.22% | 97 |
|
|
2015
Q1 | $23.7M | Buy |
308,525
+8,873
| +3% | +$720K | 0.25% | 84 |
|
|
2014
Q4 | $25M | Buy |
299,652
+4,492
| +2% | +$362K | 0.28% | 74 |
|
|
2014
Q3 | $22.1M | Buy |
295,160
+13,506
| +5% | +$985K | 0.27% | 74 |
|
|
2014
Q2 | $20.9M | Buy |
281,654
+16,367
| +6% | +$1.18M | 0.25% | 78 |
|
|
2014
Q1 | $18.9M | Buy |
265,287
+10,506
| +4% | +$732K | 0.26% | 80 |
|
|
2013
Q4 | $17.6M | Buy |
254,781
+12,447
| +5% | +$871K | 0.26% | 82 |
|
|
2013
Q3 | $16.2M | Buy |
242,334
+338
| +0.1% | +$23.1K | 0.26% | 81 |
|
|
2013
Q2 | $16.3M | Buy |
+241,996
| New | +$17.1M | 0.29% | 78 |
|
Other funds holding DUK
Commonwealth Equity Services's DUK Position: Q2 2026 in Review
Commonwealth Equity Services reduced its Duke Energy (DUK) stake by 1.9% in Q2 2026, selling an estimated $1.25M and leaving 522,110 shares worth $66.1M. The position accounts for 0.08% of the portfolio, ranked #236.
Commonwealth Equity Services first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $73.4M in Q1 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Commonwealth Equity Services held 522,110 shares of Duke Energy worth $66.1M as of Q2 2026.
- Commonwealth Equity Services sold 9,914 Duke Energy shares in Q2 2026, an estimated $1.25M.
- Duke Energy made up 0.08% of Commonwealth Equity Services's portfolio in Q2 2026, its #236 holding.
- Commonwealth Equity Services first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- Commonwealth Equity Services's Duke Energy position peaked at $73.4M in Q1 2025.
- 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.