Duff & Phelps Investment 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 | $102M | Sell |
807,284
-89,713
| -10% | -$11.3M | 0.96% | 40 |
|
|
2026
Q1 | $117M | Buy |
896,997
+217
| +0% | +$27.1K | 1.22% | 25 |
|
|
2025
Q4 | $105M | Sell |
896,780
-136,040
| -13% | -$16.6M | 1.19% | 29 |
|
|
2025
Q3 | $128M | Sell |
1,032,820
-10,249
| -1% | -$1.24M | 1.45% | 21 |
|
|
2025
Q2 | $123M | Buy |
1,043,069
+42,664
| +4% | +$5.03M | 1.45% | 22 |
|
|
2025
Q1 | $122M | Buy |
1,000,405
+112,096
| +13% | +$12.8M | 1.43% | 23 |
|
|
2024
Q4 | $95.7M | Buy |
888,309
+523,251
| +143% | +$59.3M | 1.15% | 33 |
|
|
2024
Q3 | $42.1M | Sell |
365,058
-2,187
| -0.6% | -$243K | 0.48% | 71 |
|
|
2024
Q2 | $36.8M | Buy |
367,245
+115,187
| +46% | +$11.5M | 0.47% | 68 |
|
|
2024
Q1 | $24.4M | Hold |
252,058
| – | – | 0.29% | 92 |
|
|
2023
Q4 | $24.5M | Buy |
252,058
+36,000
| +17% | +$3.27M | 0.29% | 89 |
|
|
2023
Q3 | $19.1M | Buy |
216,058
+54
| +0% | +$4.95K | 0.25% | 95 |
|
|
2023
Q2 | $19.4M | Buy |
216,004
+33,300
| +18% | +$3.14M | 0.24% | 93 |
|
|
2023
Q1 | $17.6M | Buy |
182,704
+17,000
| +10% | +$1.68M | 0.21% | 96 |
|
|
2022
Q4 | $17.1M | Hold |
165,704
| – | – | 0.21% | 100 |
|
|
2022
Q3 | $15.4M | Buy |
+165,704
| New | +$17.8M | 0.19% | 104 |
|
|
2021
Q2 | – | Sell |
-2,420
| Closed | -$234K | – | 216 |
|
|
2021
Q1 | $234K | Hold |
2,420
| – | – | ﹤0.01% | 217 |
|
|
2020
Q4 | $222K | Buy |
2,420
+50
| +2% | +$4.63K | ﹤0.01% | 219 |
|
|
2020
Q3 | $210K | Buy |
+2,370
| New | +$195K | ﹤0.01% | 218 |
|
|
2020
Q1 | – | Sell |
-258,370
| Closed | -$23.6M | – | 220 |
|
|
2019
Q4 | $23.6M | Hold |
258,370
| – | – | 0.31% | 86 |
|
|
2019
Q3 | $24.8M | Hold |
258,370
| – | – | 0.34% | 86 |
|
|
2019
Q2 | $22.8M | Buy |
258,370
+256,000
| +10,802% | +$22.6M | 0.32% | 93 |
|
|
2019
Q1 | $213K | Hold |
2,370
| – | – | ﹤0.01% | 237 |
|
|
2018
Q4 | $205K | Buy |
+2,370
| New | +$202K | ﹤0.01% | 235 |
|
|
2018
Q1 | – | Sell |
-2,680
| Closed | -$225K | – | 246 |
|
|
2017
Q4 | $225K | Sell |
2,680
-150
| -5% | -$13.1K | ﹤0.01% | 245 |
|
|
2017
Q3 | $237K | Sell |
2,830
-150
| -5% | -$12.8K | ﹤0.01% | 255 |
|
|
2017
Q2 | $249K | Sell |
2,980
-490
| -14% | -$41.2K | ﹤0.01% | 253 |
|
|
2017
Q1 | $285K | Sell |
3,470
-290
| -8% | -$23.1K | ﹤0.01% | 256 |
|
|
2016
Q4 | $292K | Sell |
3,760
-240
| -6% | -$18.4K | ﹤0.01% | 257 |
|
|
2016
Q3 | $320K | Sell |
4,000
-260
| -6% | -$21.5K | ﹤0.01% | 254 |
|
|
2016
Q2 | $365K | Buy |
+4,260
| New | +$340K | 0.01% | 236 |
|
|
2015
Q4 | – | Sell |
-1,509,120
| Closed | -$109M | – | 237 |
|
|
2015
Q3 | $109M | Sell |
1,509,120
-6,315
| -0.4% | -$457K | 1.75% | 8 |
|
|
2015
Q2 | $107M | Buy |
1,515,435
+1,440
| +0.1% | +$109K | 1.63% | 8 |
|
|
2015
Q1 | $116M | Buy |
1,513,995
+206,040
| +16% | +$16.7M | 1.62% | 10 |
|
|
2014
Q4 | $109M | Buy |
1,307,955
+97,955
| +8% | +$7.9M | 1.5% | 15 |
|
|
2014
Q3 | $90.5M | Hold |
1,210,000
| – | – | 1.29% | 21 |
|
|
2014
Q2 | $89.8M | Sell |
1,210,000
-203,173
| -14% | -$14.6M | 1.36% | 23 |
|
|
2014
Q1 | $101M | Buy |
1,413,173
+11,560
| +0.8% | +$806K | 1.67% | 9 |
|
|
2013
Q4 | $96.7M | Buy |
1,401,613
+870,280
| +164% | +$60.9M | 1.69% | 5 |
|
|
2013
Q3 | $35.5M | Hold |
531,333
| – | – | 0.61% | 69 |
|
|
2013
Q2 | $35.9M | Buy |
+531,333
| New | +$37.6M | 0.62% | 67 |
|
Other funds holding DUK
Duff & Phelps Investment Management's DUK Position: Q2 2026 in Review
Duff & Phelps Investment Management reduced its Duke Energy (DUK) stake by 10% in Q2 2026, selling an estimated $11.3M and leaving 807,284 shares worth $102M. The position accounts for 0.96% of the portfolio, ranked #40.
Duff & Phelps Investment Management first reported a position in DUK in Q2 2013 and has held it in 41 quarters since. The position peaked at $128M in Q3 2025. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Duff & Phelps Investment Management held 807,284 shares of Duke Energy worth $102M as of Q2 2026.
- Duff & Phelps Investment Management sold 89,713 Duke Energy shares in Q2 2026, an estimated $11.3M.
- Duke Energy made up 0.96% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #40 holding.
- Duff & Phelps Investment Management first reported a position in Duke Energy in Q2 2013 and has held it in 41 quarters since.
- Duff & Phelps Investment Management's Duke Energy position peaked at $128M in Q3 2025.
- 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.