Curbstone Financial Management Corp’s Duke Energy DUK Stock Holding History

Curbstone Financial Management Corp’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	$446K	Buy	3,522 +200	+6%	+$25.2K	0.08%	197
2026 Q1	$435K	Buy	+3,322	New	+$415K	0.08%	191
2022 Q2	–	Sell	-7,332	Closed	-$819K	–	187
2022 Q1	$819K	Hold	7,332	–	–	0.15%	133
2021 Q4	$769K	Buy	7,332 +300	+4%	+$30.4K	0.14%	145
2021 Q3	$686K	Hold	7,032	–	–	0.13%	151
2021 Q2	$694K	Hold	7,032	–	–	0.13%	149
2021 Q1	$679K	Sell	7,032 -100	-1%	-$9.13K	0.14%	141
2020 Q4	$653K	Buy	7,132 +1,100	+18%	+$102K	0.14%	138
2020 Q3	$534K	Buy	6,032 +700	+13%	+$57.7K	0.13%	145
2020 Q2	$426K	Buy	+5,332	New	+$451K	0.11%	157

Other funds holding DUK

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

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Curbstone Financial Management Corp's DUK Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Duke Energy (DUK) stake by 6% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,522 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #197.

Curbstone Financial Management Corp first reported a position in DUK in Q2 2020 and has held it in 10 quarters since. The position peaked at $819K in Q1 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Curbstone Financial Management Corp held 3,522 shares of Duke Energy worth $446K as of Q2 2026.
Curbstone Financial Management Corp bought 200 Duke Energy shares in Q2 2026, an estimated $25.2K.
Duke Energy made up 0.08% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #197 holding.
Curbstone Financial Management Corp first reported a position in Duke Energy in Q2 2020 and has held it in 10 quarters since.
Curbstone Financial Management Corp's Duke Energy position peaked at $819K in Q1 2022.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.