Community Bank of Raymore’s Duke Energy DUK Stock Holding History

Community Bank of Raymore’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	$958K	Hold	7,565	–	–	0.56%	43
2026 Q1	$991K	Sell	7,565 -125	-2%	-$15.6K	0.66%	41
2025 Q4	$901K	Hold	7,690	–	–	0.61%	41
2025 Q3	$952K	Hold	7,690	–	–	0.66%	41
2025 Q2	$907K	Hold	7,690	–	–	0.67%	38
2025 Q1	$938K	Hold	7,690	–	–	0.76%	36
2024 Q4	$829K	Sell	7,690 -1,055	-12%	-$120K	0.65%	38
2024 Q3	$1.01M	Sell	8,745 -750	-8%	-$83.5K	0.76%	34
2024 Q2	$952K	Buy	9,495 +33	+0.3%	+$3.3K	0.74%	35
2024 Q1	$915K	Sell	9,462 -3,498	-27%	-$332K	0.43%	51
2023 Q4	$1.26M	Sell	12,960 -200	-2%	-$18.2K	0.55%	44
2023 Q3	$1.16M	Hold	13,160	–	–	0.54%	42
2023 Q2	$1.18M	Sell	13,160 -833	-6%	-$78.6K	0.51%	44
2023 Q1	$1.35M	Sell	13,993 -1,666	-11%	-$165K	0.52%	40
2022 Q4	$1.61M	Hold	15,659	–	–	0.59%	34
2022 Q3	$1.46M	Hold	15,659	–	–	0.5%	29
2022 Q2	$1.68M	Hold	15,659	–	–	0.51%	28
2022 Q1	$1.75M	Hold	15,659	–	–	0.49%	27
2021 Q4	$1.64M	Sell	15,659 -3,342	-18%	-$339K	0.71%	23
2021 Q3	$1.85M	Hold	19,001	–	–	0.56%	28
2021 Q2	$1.88M	Hold	19,001	–	–	0.6%	26
2021 Q1	$1.83M	Hold	19,001	–	–	0.6%	25
2020 Q4	$1.74M	Hold	19,001	–	–	0.66%	25
2020 Q3	$1.68M	Sell	19,001 -150	-0.8%	-$12.4K	0.75%	23
2020 Q2	$1.53M	Hold	19,151	–	–	0.71%	23
2020 Q1	$1.55M	Hold	19,151	–	–	0.83%	23
2019 Q4	$1.75M	Buy	19,151 +166	+0.9%	+$15.2K	0.59%	27
2019 Q3	$1.82M	Sell	18,985 -55	-0.3%	-$5K	0.64%	27
2019 Q2	$1.68M	Hold	19,040	–	–	0.53%	28
2019 Q1	$1.71M	Hold	19,040	–	–	0.54%	28
2018 Q4	$1.64M	Hold	19,040	–	–	0.59%	27
2018 Q3	$1.52M	Hold	19,040	–	–	0.49%	28
2018 Q2	$1.51M	Hold	19,040	–	–	0.52%	27
2018 Q1	$1.48M	Hold	19,040	–	–	0.58%	26
2017 Q4	$1.6M	Hold	19,040	–	–	0.59%	26
2017 Q3	$1.6M	Hold	19,040	–	–	0.61%	26
2017 Q2	$1.59M	Hold	19,040	–	–	0.62%	26
2017 Q1	$1.56M	Hold	19,040	–	–	0.64%	25
2016 Q4	$1.48M	Hold	19,040	–	–	0.61%	26
2016 Q3	$1.52M	Buy	19,040 +124	+0.7%	+$10.3K	0.68%	24
2016 Q2	$1.62M	Hold	18,916	–	–	0.74%	24
2016 Q1	$1.52M	Hold	18,916	–	–	0.74%	24
2015 Q4	$1.35M	Hold	18,916	–	–	0.7%	25
2015 Q3	$1.36M	Hold	18,916	–	–	0.75%	23
2015 Q2	$1.34M	Hold	18,916	–	–	0.7%	22
2015 Q1	$1.45M	Hold	18,916	–	–	0.73%	22
2014 Q4	$1.58M	Buy	+18,916	New	+$1.53M	0.84%	20

Other funds holding DUK

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Community Bank of Raymore's DUK Position: Q2 2026 in Review

Community Bank of Raymore held its Duke Energy (DUK) position steady in Q2 2026 at 7,565 shares worth $958K. The position accounts for 0.56% of the portfolio, ranked #43.

Community Bank of Raymore first reported a position in DUK in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.88M in Q2 2021. 1,405 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Community Bank of Raymore held 7,565 shares of Duke Energy worth $958K as of Q2 2026.
Community Bank of Raymore left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.56% of Community Bank of Raymore's portfolio in Q2 2026, its #43 holding.
Community Bank of Raymore first reported a position in Duke Energy in Q4 2014 and has held it in 47 quarters since.
Community Bank of Raymore's Duke Energy position peaked at $1.88M in Q2 2021.
1,405 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Community Bank of Raymore's 13F filing for Q2 2026, filed 28 Jul 2026.