Cypress Asset Management’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 | $268K | Buy |
2,118
+160
| +8% | +$20.2K | 0.05% | 101 |
|
|
2026
Q1 | $256K | Buy |
1,958
+100
| +5% | +$12.5K | 0.06% | 100 |
|
|
2025
Q4 | $218K | Sell |
1,858
-50
| -3% | -$6.11K | 0.05% | 102 |
|
|
2025
Q3 | $236K | Hold |
1,908
| – | – | 0.05% | 102 |
|
|
2025
Q2 | $225K | Hold |
1,908
| – | – | 0.05% | 108 |
|
|
2025
Q1 | $233K | Sell |
1,908
-267
| -12% | -$30.4K | 0.06% | 106 |
|
|
2024
Q4 | $234K | Buy |
2,175
+75
| +4% | +$8.5K | 0.06% | 104 |
|
|
2024
Q3 | $242K | Sell |
2,100
-75
| -3% | -$8.35K | 0.06% | 102 |
|
|
2024
Q2 | $218K | Sell |
2,175
-1,000
| -31% | -$100K | 0.06% | 102 |
|
|
2024
Q1 | $307K | Hold |
3,175
| – | – | 0.08% | 95 |
|
|
2023
Q4 | $308K | Hold |
3,175
| – | – | 0.09% | 97 |
|
|
2023
Q3 | $280K | Sell |
3,175
-1,610
| -34% | -$148K | 0.09% | 103 |
|
|
2023
Q2 | $429K | Sell |
4,785
-75
| -2% | -$7.08K | 0.14% | 96 |
|
|
2023
Q1 | $469K | Buy |
4,860
+650
| +15% | +$64.2K | 0.16% | 98 |
|
|
2022
Q4 | $434K | Sell |
4,210
-10
| -0.2% | -$960 | 0.16% | 99 |
|
|
2022
Q3 | $393K | Sell |
4,220
-50
| -1% | -$5.37K | 0.15% | 100 |
|
|
2022
Q2 | $458K | Hold |
4,270
| – | – | 0.16% | 97 |
|
|
2022
Q1 | $477K | Hold |
4,270
| – | – | 0.14% | 103 |
|
|
2021
Q4 | $448K | Sell |
4,270
-80
| -2% | -$8.11K | 0.11% | 111 |
|
|
2021
Q3 | $425K | Hold |
4,350
| – | – | 0.11% | 109 |
|
|
2021
Q2 | $429K | Buy |
4,350
+40
| +0.9% | +$4.02K | 0.11% | 110 |
|
|
2021
Q1 | $416K | Sell |
4,310
-60
| -1% | -$5.48K | 0.12% | 112 |
|
|
2020
Q4 | $400K | Buy |
+4,370
| New | +$404K | 0.11% | 116 |
|
|
2018
Q4 | – | Sell |
-3,225
| Closed | -$258K | – | 158 |
|
|
2018
Q3 | $258K | Sell |
3,225
-1,500
| -32% | -$121K | 0.08% | 159 |
|
|
2018
Q2 | $374K | Sell |
4,725
-291
| -6% | -$22.4K | 0.11% | 140 |
|
|
2018
Q1 | $389K | Sell |
5,016
-5,649
| -53% | -$437K | 0.11% | 130 |
|
|
2017
Q4 | $897K | Buy |
10,665
+231
| +2% | +$20.2K | 0.19% | 103 |
|
|
2017
Q3 | $876K | Sell |
10,434
-1,145
| -10% | -$98K | 0.19% | 103 |
|
|
2017
Q2 | $968K | Sell |
11,579
-422
| -4% | -$35.5K | 0.2% | 106 |
|
|
2017
Q1 | $984K | Sell |
12,001
-715
| -6% | -$56.8K | 0.19% | 111 |
|
|
2016
Q4 | $987K | Sell |
12,716
-30
| -0.2% | -$2.3K | 0.19% | 110 |
|
|
2016
Q3 | $1.02M | Buy |
12,746
+142
| +1% | +$11.8K | 0.2% | 108 |
|
|
2016
Q2 | $1.08M | Buy |
12,604
+1,684
| +15% | +$135K | 0.22% | 105 |
|
|
2016
Q1 | $881K | Buy |
10,920
+417
| +4% | +$31.6K | 0.18% | 110 |
|
|
2015
Q4 | $750K | Sell |
10,503
-73
| -0.7% | -$5.13K | 0.15% | 121 |
|
|
2015
Q3 | $761K | Hold |
10,576
| – | – | 0.16% | 119 |
|
|
2015
Q2 | $747K | Sell |
10,576
-2,400
| -18% | -$181K | 0.14% | 121 |
|
|
2015
Q1 | $996K | Sell |
12,976
-991
| -7% | -$80.4K | 0.19% | 106 |
|
|
2014
Q4 | $1.17M | Buy |
13,967
+1,625
| +13% | +$131K | 0.21% | 99 |
|
|
2014
Q3 | $923K | Sell |
12,342
-338
| -3% | -$24.7K | 0.17% | 110 |
|
|
2014
Q2 | $941K | Sell |
12,680
-1,607
| -11% | -$116K | 0.16% | 108 |
|
|
2014
Q1 | $1.02M | Sell |
14,287
-600
| -4% | -$41.8K | 0.18% | 108 |
|
|
2013
Q4 | $1.03M | Buy |
14,887
+3,700
| +33% | +$259K | 0.18% | 108 |
|
|
2013
Q3 | $747K | Sell |
11,187
-175
| -2% | -$11.9K | 0.14% | 115 |
|
|
2013
Q2 | $767K | Buy |
+11,362
| New | +$803K | 0.14% | 113 |
|
Other funds holding DUK
Cypress Asset Management's DUK Position: Q2 2026 in Review
Cypress Asset Management increased its Duke Energy (DUK) stake by 8.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 2,118 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #101.
Cypress Asset Management first reported a position in DUK in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.17M in Q4 2014. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Cypress Asset Management held 2,118 shares of Duke Energy worth $268K as of Q2 2026.
- Cypress Asset Management bought 160 Duke Energy shares in Q2 2026, an estimated $20.2K.
- Duke Energy made up 0.05% of Cypress Asset Management's portfolio in Q2 2026, its #101 holding.
- Cypress Asset Management first reported a position in Duke Energy in Q2 2013 and has held it in 45 quarters since.
- Cypress Asset Management's Duke Energy position peaked at $1.17M in Q4 2014.
- 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Cypress Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.