EFIC
DUK icon

Eliot Finkel Investment Counsel’s Duke Energy DUK Stock Holding History

Eliot Finkel Investment Counsel’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 		$6M Sell
47,419
-190
-0.4% -$24K 2.81% 14
2026
Q1 		$6.23M Sell
47,609
-30
-0.1% -$3.75K 3.39% 13
2025
Q4 		$5.58M Sell
47,639
-360
-0.8% -$44K 3.42% 12
2025
Q3 		$5.94M Sell
47,999
-450
-0.9% -$54.6K 3.57% 10
2025
Q2 		$5.72M Sell
48,449
-685
-1% -$80.8K 3.68% 11
2025
Q1 		$5.99M Sell
49,134
-630
-1% -$71.8K 4.08% 11
2024
Q4 		$5.36M Sell
49,764
-90
-0.2% -$10.2K 3.41% 13
2024
Q3 		$5.75M Sell
49,854
-430
-0.9% -$47.9K 3.53% 14
2024
Q2 		$5.04M Sell
50,284
-175
-0.3% -$17.5K 3.32% 16
2024
Q1 		$4.88M Sell
50,459
-900
-2% -$85.4K 3.15% 16
2023
Q4 		$4.98M Sell
51,359
-445
-0.9% -$40.5K 3.35% 14
2023
Q3 		$4.57M Sell
51,804
-300
-0.6% -$27.5K 3.07% 16
2023
Q2 		$4.68M Sell
52,104
-3,925
-7% -$370K 2.97% 16
2023
Q1 		$5.41M Sell
56,029
-90
-0.2% -$8.89K 3.45% 16
2022
Q4 		$5.78M Sell
56,119
-60
-0.1% -$5.76K 3.66% 14
2022
Q3 		$5.23M Sell
56,179
-180
-0.3% -$19.3K 3.87% 13
2022
Q2 		$6.04M Sell
56,359
-130
-0.2% -$14.3K 4.38% 12
2022
Q1 		$6.31M Sell
56,489
-1,160
-2% -$120K 3.72% 11
2021
Q4 		$6.05M Sell
57,649
-970
-2% -$98.3K 3.54% 12
2021
Q3 		$5.72M Buy
58,619
+1,130
+2% +$117K 3.67% 12
2021
Q2 		$5.67M Sell
57,489
-70
-0.1% -$7.03K 3.65% 12
2021
Q1 		$5.56M Hold
57,559
– – 3.57% 13
2020
Q4 		$5.27M Sell
57,559
-190
-0.3% -$17.6K 3.98% 13
2020
Q3 		$5.11M Sell
57,749
-20
-0% -$1.65K 4.56% 10
2020
Q2 		$4.62M Buy
57,769
+19,474
+51% +$1.65M 4.57% 10
2020
Q1 		$3.1M Sell
38,295
-700
-2% -$64.3K 3.38% 14
2019
Q4 		$3.56M Sell
38,995
-380
-1% -$34.8K 2.3% 22
2019
Q3 		$3.77M Sell
39,375
-680
-2% -$61.9K 2.69% 18
2019
Q2 		$3.53M Hold
40,055
– – 2.27% 22
2019
Q1 		$3.6M Sell
40,055
-170
-0.4% -$15K 2.39% 21
2018
Q4 		$3.47M Sell
40,225
-80
-0.2% -$6.81K 2.54% 18
2018
Q3 		$3.23M Sell
40,305
-990
-2% -$80.1K 2.05% 23
2018
Q2 		$3.27M Sell
41,295
-400
-1% -$30.8K 2.21% 27
2018
Q1 		$3.23M Buy
41,695
+530
+1% +$41K 2.27% 25
2017
Q4 		$3.46M Buy
41,165
+1,050
+3% +$91.7K 2.28% 24
2017
Q3 		$3.37M Sell
40,115
-185
-0.5% -$15.8K 2.4% 23
2017
Q2 		$3.37M Hold
40,300
– – 2.47% 24
2017
Q1 		$3.31M Buy
+40,300
New +$3.2M 2.54% 21

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
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

Eliot Finkel Investment Counsel's DUK Position: Q2 2026 in Review

Eliot Finkel Investment Counsel reduced its Duke Energy (DUK) stake by 0.4% in Q2 2026, selling an estimated $24K and leaving 47,419 shares worth $6M. The position accounts for 2.81% of the portfolio, ranked #14.

Eliot Finkel Investment Counsel first reported a position in DUK in Q1 2017 and has held it in 38 quarters since. The position peaked at $6.31M in Q1 2022. 1,521 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Eliot Finkel Investment Counsel held 47,419 shares of Duke Energy worth $6M as of Q2 2026.
  • Eliot Finkel Investment Counsel sold 190 Duke Energy shares in Q2 2026, an estimated $24K.
  • Duke Energy made up 2.81% of Eliot Finkel Investment Counsel's portfolio in Q2 2026, its #14 holding.
  • Eliot Finkel Investment Counsel first reported a position in Duke Energy in Q1 2017 and has held it in 38 quarters since.
  • Eliot Finkel Investment Counsel's Duke Energy position peaked at $6.31M in Q1 2022.
  • 1,521 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Eliot Finkel Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.