CI
DUK icon

CX Institutional’s Duke Energy DUK Stock Holding History

CX Institutional’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 		$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

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

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. 886 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.
  • 886 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.