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Constitution Capital’s Duke Energy DUK Stock Holding History

Constitution Capital’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 		$4.39M Sell
34,713
-16,000
-32% -$2.02M 2.26% 17
2026
Q1 		$6.64M Buy
50,713
+13,275
+35% +$1.66M 3.32% 12
2025
Q4 		$4.39M Buy
37,438
+335
+0.9% +$40.9K 2.08% 18
2025
Q3 		$4.59M Sell
37,103
-76
-0.2% -$9.22K 2.15% 13
2025
Q2 		$4.39M Buy
37,179
+3,775
+11% +$445K 2.24% 15
2025
Q1 		$4.07M Buy
33,404
+2,150
+7% +$245K 2.26% 17
2024
Q4 		$3.37M Buy
31,254
+3,580
+13% +$406K 1.89% 16
2024
Q3 		$3.19M Buy
27,674
+515
+2% +$57.3K 1.7% 16
2024
Q2 		$2.72M Sell
27,159
-2,094
-7% -$209K 1.44% 16
2024
Q1 		$2.83M Buy
29,253
+2,630
+10% +$250K 1.6% 14
2023
Q4 		$2.58M Sell
26,623
-1,718
-6% -$156K 1.56% 13
2023
Q3 		$2.5M Sell
28,341
-4,782
-14% -$438K 1.7% 12
2023
Q2 		$2.97M Sell
33,123
-2,454
-7% -$232K 1.69% 12
2023
Q1 		$3.43M Sell
35,577
-302
-0.8% -$29.8K 2.08% 12
2022
Q4 		$3.7M Sell
35,879
-7,020
-16% -$674K 2.28% 13
2022
Q3 		$3.99M Buy
42,899
+3,610
+9% +$388K 2.67% 12
2022
Q2 		$4.21M Buy
39,289
+7,500
+24% +$825K 2.7% 12
2022
Q1 		$3.55M Buy
31,789
+3,885
+14% +$403K 1.95% 14
2021
Q4 		$2.93M Buy
27,904
+1,400
+5% +$142K 1.56% 17
2021
Q3 		$2.59M Buy
26,504
+658
+3% +$68.1K 1.55% 16
2021
Q2 		$2.55M Sell
25,846
-174
-0.7% -$17.5K 1.56% 20
2021
Q1 		$2.51M Buy
26,020
+3,540
+16% +$323K 1.66% 18
2020
Q4 		$2.06M Buy
+22,480
New +$2.08M 1.46% 18

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

Constitution Capital's DUK Position: Q2 2026 in Review

Constitution Capital reduced its Duke Energy (DUK) stake by 32% in Q2 2026, selling an estimated $2.02M and leaving 34,713 shares worth $4.39M. The position accounts for 2.26% of the portfolio, ranked #17.

Constitution Capital first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.64M in Q1 2026. 831 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Constitution Capital held 34,713 shares of Duke Energy worth $4.39M as of Q2 2026.
  • Constitution Capital sold 16,000 Duke Energy shares in Q2 2026, an estimated $2.02M.
  • Duke Energy made up 2.26% of Constitution Capital's portfolio in Q2 2026, its #17 holding.
  • Constitution Capital first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Constitution Capital's Duke Energy position peaked at $6.64M in Q1 2026.
  • 831 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Constitution Capital's 13F filing for Q2 2026, filed 9 Jul 2026.