CX Institutional’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 | $914K | Sell |
7,220
-1,552
| -18% | -$196K | 0.03% | 345 |
|
|
2026
Q1 | $1.15M | Sell |
8,772
-734
| -8% | -$91.8K | 0.04% | 318 |
|
|
2025
Q4 | $1.11M | Buy |
9,506
+1,052
| +12% | +$128K | 0.03% | 269 |
|
|
2025
Q3 | $1.05M | Buy |
8,454
+1,501
| +22% | +$182K | 0.03% | 298 |
|
|
2025
Q2 | $821K | Buy |
6,953
+366
| +6% | +$43.2K | 0.03% | 294 |
|
|
2025
Q1 | $803K | Buy |
6,587
+673
| +11% | +$76.7K | 0.03% | 303 |
|
|
2024
Q4 | $637K | Buy |
5,914
+2,440
| +70% | +$276K | 0.03% | 311 |
|
|
2024
Q3 | $401K | Buy |
3,474
+339
| +11% | +$37.7K | 0.02% | 404 |
|
|
2024
Q2 | $314K | Buy |
3,135
+174
| +6% | +$17.4K | 0.01% | 452 |
|
|
2024
Q1 | $286K | Buy |
2,961
+194
| +7% | +$18.4K | 0.01% | 468 |
|
|
2023
Q4 | $269K | Sell |
2,767
-1,472
| -35% | -$134K | 0.01% | 429 |
|
|
2023
Q3 | $374K | Buy |
4,239
+274
| +7% | +$25.1K | 0.02% | 364 |
|
|
2023
Q2 | $356K | Sell |
3,965
-675
| -15% | -$63.7K | 0.02% | 396 |
|
|
2023
Q1 | $442K | Buy |
4,640
+125
| +3% | +$12.3K | 0.02% | 358 |
|
|
2022
Q4 | $465K | Buy |
+4,515
| New | +$433K | 0.03% | 374 |
|
|
2022
Q3 | – | Sell |
-2,214
| Closed | -$237K | – | 639 |
|
|
2022
Q2 | $237K | Sell |
2,214
-423
| -16% | -$46.5K | 0.02% | 411 |
|
|
2022
Q1 | $294K | Buy |
2,637
+609
| +30% | +$63.3K | 0.02% | 313 |
|
|
2021
Q4 | $213K | Buy |
2,028
+157
| +8% | +$15.9K | 0.02% | 321 |
|
|
2021
Q3 | $183K | Buy |
1,871
+28
| +2% | +$2.9K | 0.02% | 360 |
|
|
2021
Q2 | $182K | Buy |
1,843
+354
| +24% | +$35.6K | 0.01% | 349 |
|
|
2021
Q1 | $144K | Buy |
1,489
+175
| +13% | +$16K | 0.01% | 340 |
|
|
2020
Q4 | $120K | Buy |
1,314
+120
| +10% | +$11.1K | 0.01% | 337 |
|
|
2020
Q3 | $106K | Buy |
1,194
+624
| +109% | +$51.4K | 0.01% | 310 |
|
|
2020
Q2 | $46K | Sell |
570
-41
| -7% | -$3.46K | 0.01% | 346 |
|
|
2020
Q1 | $49K | Sell |
611
-182
| -23% | -$16.7K | 0.01% | 313 |
|
|
2019
Q4 | $72K | Hold |
793
| – | – | 0.01% | 256 |
|
|
2019
Q3 | $76K | Buy |
793
+16
| +2% | +$1.46K | 0.01% | 266 |
|
|
2019
Q2 | $69K | Buy |
777
+30
| +4% | +$2.65K | 0.01% | 303 |
|
|
2019
Q1 | $67K | Buy |
747
+139
| +23% | +$12.3K | 0.01% | 312 |
|
|
2018
Q4 | $52K | Buy |
608
+30
| +5% | +$2.55K | 0.01% | 252 |
|
|
2018
Q3 | $46K | Sell |
578
-60
| -9% | -$4.85K | 0.02% | 196 |
|
|
2018
Q2 | $50K | Buy |
+638
| New | +$49.1K | 0.02% | 160 |
|
Other funds holding DUK
CX Institutional's DUK Position: Q2 2026 in Review
CX Institutional reduced its Duke Energy (DUK) stake by 18% in Q2 2026, selling an estimated $196K and leaving 7,220 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #345.
CX Institutional first reported a position in DUK in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.15M in Q1 2026. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- CX Institutional held 7,220 shares of Duke Energy worth $914K as of Q2 2026.
- CX Institutional sold 1,552 Duke Energy shares in Q2 2026, an estimated $196K.
- Duke Energy made up 0.03% of CX Institutional's portfolio in Q2 2026, its #345 holding.
- CX Institutional first reported a position in Duke Energy in Q2 2018 and has held it in 32 quarters since.
- CX Institutional's Duke Energy position peaked at $1.15M in Q1 2026.
- 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.