Cornell Pochily Investment Advisors’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
$2.12M Sell
16,760
-183
-1% -$23.1K 0.57% 48
2026
Q1
$2.22M Sell
16,943
-355
-2% -$44.4K 0.65% 43
2025
Q4
$2.03M Sell
17,298
-114
-0.7% -$13.9K 0.59% 48
2025
Q3
$2.15M Buy
17,412
+5
+0% +$607 0.64% 43
2025
Q2
$2.05M Sell
17,407
-31
-0.2% -$3.66K 0.67% 43
2025
Q1
$2.13M Sell
17,438
-12
-0.1% -$1.37K 0.75% 40
2024
Q4
$1.88M Buy
17,450
+6
+0% +$680 0.66% 41
2024
Q3
$2.01M Sell
17,444
-321
-2% -$35.7K 0.7% 36
2024
Q2
$1.78M Buy
17,765
+182
+1% +$18.2K 0.68% 42
2024
Q1
$1.7M Sell
17,583
-169
-1% -$16K 0.67% 43
2023
Q4
$1.72M Sell
17,752
-1,127
-6% -$103K 0.71% 43
2023
Q3
$1.67M Sell
18,879
-1,326
-7% -$122K 0.73% 40
2023
Q2
$1.81M Buy
20,205
+75
+0.4% +$7.08K 0.75% 34
2023
Q1
$1.94M Buy
20,130
+372
+2% +$36.7K 0.83% 29
2022
Q4
$2.03M Buy
19,758
+56
+0.3% +$5.38K 0.91% 29
2022
Q3
$1.83M Buy
19,702
+116
+0.6% +$12.5K 0.8% 29
2022
Q2
$2.1M Sell
19,586
-7
-0% -$770 0.94% 28
2022
Q1
$2.19M Buy
19,593
+361
+2% +$37.5K 0.85% 34
2021
Q4
$2.02M Buy
19,232
+670
+4% +$67.9K 0.79% 37
2021
Q3
$1.81M Buy
18,562
+940
+5% +$97.3K 0.78% 40
2021
Q2
$1.74M Buy
17,622
+530
+3% +$53.2K 0.76% 40
2021
Q1
$1.65M Buy
17,092
+980
+6% +$89.4K 0.79% 40
2020
Q4
$1.48M Sell
16,112
-188
-1% -$17.4K 0.71% 40
2020
Q3
$1.44M Buy
16,300
+535
+3% +$44.1K 0.83% 31
2020
Q2
$1.26M Buy
15,765
+3,153
+25% +$266K 0.78% 36
2020
Q1
$1.02M Buy
12,612
+624
+5% +$57.3K 0.76% 37
2019
Q4
$1.09M Sell
11,988
-386
-3% -$35.4K 0.65% 41
2019
Q3
$1.19M Buy
12,374
+6
+0% +$546 0.76% 39
2019
Q2
$1.09K Buy
12,368
+384
+3% +$33.9K 0.27% 48
2019
Q1
$1.08M Buy
11,984
+646
+6% +$57K 0.74% 40
2018
Q4
$978K Sell
11,338
-30
-0.3% -$2.55K 0.63% 43
2018
Q3
$909K Buy
11,368
+62
+0.5% +$5.01K 0.62% 43
2018
Q2
$894K Buy
11,306
+96
+0.9% +$7.38K 0.62% 42
2018
Q1
$868K Sell
11,210
-656
-6% -$50.7K 0.61% 49
2017
Q4
$998K Buy
+11,866
New +$1.04M 0.64% 45

Other funds holding DUK

Cornell Pochily Investment Advisors's DUK Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its Duke Energy (DUK) stake by 1.1% in Q2 2026, selling an estimated $23.1K and leaving 16,760 shares worth $2.12M. The position accounts for 0.57% of the portfolio, ranked #48.

Cornell Pochily Investment Advisors first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.22M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cornell Pochily Investment Advisors held 16,760 shares of Duke Energy worth $2.12M as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 183 Duke Energy shares in Q2 2026, an estimated $23.1K.
  • Duke Energy made up 0.57% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Cornell Pochily Investment Advisors first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
  • Cornell Pochily Investment Advisors's Duke Energy position peaked at $2.22M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.