DI
DUK icon

Diligent Investors’s Duke Energy DUK Stock Holding History

Diligent Investors’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 		$808K Buy
6,380
+71
+1% +$8.96K 0.18% 156
2026
Q1 		$826K Sell
6,309
-70
-1% -$8.75K 0.2% 136
2025
Q4 		$748K Sell
6,379
-92
-1% -$11.2K 0.18% 146
2025
Q3 		$801K Hold
6,471
– – 0.2% 131
2025
Q2 		$764K Sell
6,471
-90
-1% -$10.6K 0.18% 144
2025
Q1 		$800K Sell
6,561
-849
-11% -$96.8K 0.19% 145
2024
Q4 		$798K Sell
7,410
-58
-0.8% -$6.57K 0.18% 149
2024
Q3 		$861K Buy
7,468
+1
+0% +$111 0.2% 142
2024
Q2 		$748K Buy
7,467
+1,100
+17% +$110K 0.19% 142
2024
Q1 		$616K Buy
6,367
+1
+0% +$95 0.15% 162
2023
Q4 		$618K Buy
6,366
+2,450
+63% +$223K 0.17% 147
2023
Q3 		$346K Buy
3,916
+100
+3% +$9.17K 0.11% 200
2023
Q2 		$342K Hold
3,816
– – 0.1% 194
2023
Q1 		$368K Hold
3,816
– – 0.11% 185
2022
Q4 		$393K Buy
+3,816
New +$366K 0.13% 175

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Diligent Investors's DUK Position: Q2 2026 in Review

Diligent Investors increased its Duke Energy (DUK) stake by 1.1% in Q2 2026, buying an estimated $8.96K and bringing the position to 6,380 shares worth $808K. The position accounts for 0.18% of the portfolio, ranked #156.

Diligent Investors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $861K in Q3 2024. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Diligent Investors held 6,380 shares of Duke Energy worth $808K as of Q2 2026.
  • Diligent Investors bought 71 Duke Energy shares in Q2 2026, an estimated $8.96K.
  • Duke Energy made up 0.18% of Diligent Investors's portfolio in Q2 2026, its #156 holding.
  • Diligent Investors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Diligent Investors's Duke Energy position peaked at $861K in Q3 2024.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.