Edgewood 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 | $798K | Hold |
6,302
| – | – | 0.01% | 68 |
|
|
2026
Q1 | $825K | Hold |
6,302
| – | – | 0.01% | 69 |
|
|
2025
Q4 | $739K | Hold |
6,302
| – | – | ﹤0.01% | 73 |
|
|
2025
Q3 | $780K | Hold |
6,302
| – | – | ﹤0.01% | 68 |
|
|
2025
Q2 | $744K | Hold |
6,302
| – | – | ﹤0.01% | 64 |
|
|
2025
Q1 | $769K | Hold |
6,302
| – | – | ﹤0.01% | 67 |
|
|
2024
Q4 | $679K | Hold |
6,302
| – | – | ﹤0.01% | 68 |
|
|
2024
Q3 | $727K | Hold |
6,302
| – | – | ﹤0.01% | 63 |
|
|
2024
Q2 | $632K | Hold |
6,302
| – | – | ﹤0.01% | 66 |
|
|
2024
Q1 | $609K | Sell |
6,302
-500
| -7% | -$47.4K | ﹤0.01% | 64 |
|
|
2023
Q4 | $660K | Hold |
6,802
| – | – | ﹤0.01% | 63 |
|
|
2023
Q3 | $600K | Hold |
6,802
| – | – | ﹤0.01% | 62 |
|
|
2023
Q2 | $610K | Buy |
6,802
+1,334
| +24% | +$126K | ﹤0.01% | 63 |
|
|
2023
Q1 | $527K | Hold |
5,468
| – | – | ﹤0.01% | 68 |
|
|
2022
Q4 | $563K | Hold |
5,468
| – | – | ﹤0.01% | 63 |
|
|
2022
Q3 | $509K | Hold |
5,468
| – | – | ﹤0.01% | 63 |
|
|
2022
Q2 | $586K | Hold |
5,468
| – | – | ﹤0.01% | 60 |
|
|
2022
Q1 | $611K | Hold |
5,468
| – | – | ﹤0.01% | 66 |
|
|
2021
Q4 | $574K | Sell |
5,468
-166
| -3% | -$16.8K | ﹤0.01% | 68 |
|
|
2021
Q3 | $550K | Hold |
5,634
| – | – | ﹤0.01% | 66 |
|
|
2021
Q2 | $556K | Hold |
5,634
| – | – | ﹤0.01% | 65 |
|
|
2021
Q1 | $544K | Hold |
5,634
| – | – | ﹤0.01% | 67 |
|
|
2020
Q4 | $516K | Hold |
5,634
| – | – | ﹤0.01% | 63 |
|
|
2020
Q3 | $499K | Sell |
5,634
-2,071
| -27% | -$171K | ﹤0.01% | 60 |
|
|
2020
Q2 | $616K | Hold |
7,705
| – | – | ﹤0.01% | 56 |
|
|
2020
Q1 | $623K | Sell |
7,705
-30
| -0.4% | -$2.76K | ﹤0.01% | 55 |
|
|
2019
Q4 | $706K | Buy |
7,735
+5,564
| +256% | +$510K | ﹤0.01% | 57 |
|
|
2019
Q3 | $208K | Buy |
+2,171
| New | +$198K | ﹤0.01% | 62 |
|
|
2016
Q3 | – | Sell |
-2,378
| Closed | -$204K | – | 95 |
|
|
2016
Q2 | $204K | Buy |
+2,378
| New | +$190K | ﹤0.01% | 77 |
|
|
2015
Q2 | – | Sell |
-2,944
| Closed | -$226K | – | 79 |
|
|
2015
Q1 | $226K | Hold |
2,944
| – | – | ﹤0.01% | 72 |
|
|
2014
Q4 | $246K | Hold |
2,944
| – | – | ﹤0.01% | 71 |
|
|
2014
Q3 | $220K | Hold |
2,944
| – | – | ﹤0.01% | 74 |
|
|
2014
Q2 | $218K | Hold |
2,944
| – | – | ﹤0.01% | 77 |
|
|
2014
Q1 | $210K | Hold |
2,944
| – | – | ﹤0.01% | 79 |
|
|
2013
Q4 | $203K | Buy |
+2,944
| New | +$206K | ﹤0.01% | 81 |
|
|
2013
Q3 | – | Sell |
-6,610
| Closed | -$446K | – | 89 |
|
|
2013
Q2 | $446K | Buy |
+6,610
| New | +$467K | 0.01% | 55 |
|
Other funds holding DUK
Edgewood Management's DUK Position: Q2 2026 in Review
Edgewood Management held its Duke Energy (DUK) position steady in Q2 2026 at 6,302 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #68.
Edgewood Management first reported a position in DUK in Q2 2013 and has held it in 36 quarters since. The position peaked at $825K in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Edgewood Management held 6,302 shares of Duke Energy worth $798K as of Q2 2026.
- Edgewood Management left its Duke Energy share count unchanged in Q2 2026.
- Duke Energy made up 0.01% of Edgewood Management's portfolio in Q2 2026, its #68 holding.
- Edgewood Management first reported a position in Duke Energy in Q2 2013 and has held it in 36 quarters since.
- Edgewood Management's Duke Energy position peaked at $825K in Q1 2026.
- 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.