Fort Washington Investment Advisors’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 | $68.4M | Buy |
540,109
+50,174
| +10% | +$6.33M | 0.34% | 69 |
|
|
2026
Q1 | $64.2M | Buy |
489,935
+19,987
| +4% | +$2.5M | 0.35% | 72 |
|
|
2025
Q4 | $55.1M | Buy |
469,948
+11,977
| +3% | +$1.46M | 0.29% | 82 |
|
|
2025
Q3 | $56.7M | Sell |
457,971
-47,541
| -9% | -$5.77M | 0.31% | 76 |
|
|
2025
Q2 | $59.7M | Sell |
505,512
-48,561
| -9% | -$5.73M | 0.34% | 71 |
|
|
2025
Q1 | $67.6M | Sell |
554,073
-11,551
| -2% | -$1.32M | 0.41% | 60 |
|
|
2024
Q4 | $60.9M | Buy |
565,624
+7,631
| +1% | +$864K | 0.36% | 67 |
|
|
2024
Q3 | $64.3M | Sell |
557,993
-4,503
| -0.8% | -$501K | 0.39% | 59 |
|
|
2024
Q2 | $56.4M | Sell |
562,496
-72,896
| -11% | -$7.29M | 0.37% | 66 |
|
|
2024
Q1 | $61.4M | Sell |
635,392
-42,714
| -6% | -$4.05M | 0.4% | 66 |
|
|
2023
Q4 | $65.8M | Buy |
678,106
+5,156
| +0.8% | +$469K | 0.46% | 61 |
|
|
2023
Q3 | $59.4M | Buy |
672,950
+30,924
| +5% | +$2.84M | 0.45% | 59 |
|
|
2023
Q2 | $57.6M | Buy |
642,026
+7,718
| +1% | +$728K | 0.42% | 64 |
|
|
2023
Q1 | $61.2M | Buy |
634,308
+14,215
| +2% | +$1.4M | 0.46% | 62 |
|
|
2022
Q4 | $63.9M | Buy |
620,093
+83,866
| +16% | +$8.05M | 0.49% | 61 |
|
|
2022
Q3 | $49.9M | Buy |
536,227
+127,420
| +31% | +$13.7M | 0.42% | 75 |
|
|
2022
Q2 | $43.8M | Sell |
408,807
-56,237
| -12% | -$6.18M | 0.34% | 87 |
|
|
2022
Q1 | $51.9M | Buy |
465,044
+7,850
| +2% | +$815K | 0.33% | 85 |
|
|
2021
Q4 | $48M | Buy |
457,194
+526
| +0.1% | +$53.3K | 0.29% | 93 |
|
|
2021
Q3 | $44.6M | Buy |
456,668
+315,161
| +223% | +$32.6M | 0.28% | 90 |
|
|
2021
Q2 | $14M | Buy |
141,507
+175
| +0.1% | +$17.6K | 0.12% | 117 |
|
|
2021
Q1 | $13.6M | Buy |
141,332
+8,120
| +6% | +$741K | 0.13% | 111 |
|
|
2020
Q4 | $12.2M | Buy |
133,212
+6,059
| +5% | +$560K | 0.13% | 112 |
|
|
2020
Q3 | $11.3M | Buy |
127,153
+3,402
| +3% | +$280K | 0.12% | 113 |
|
|
2020
Q2 | $9.89M | Sell |
123,751
-1,581
| -1% | -$134K | 0.11% | 126 |
|
|
2020
Q1 | $10.1M | Buy |
125,332
+3,680
| +3% | +$338K | 0.14% | 123 |
|
|
2019
Q4 | $11.1M | Buy |
121,652
+26,469
| +28% | +$2.43M | 0.12% | 183 |
|
|
2019
Q3 | $9.12M | Buy |
95,183
+24,370
| +34% | +$2.22M | 0.1% | 184 |
|
|
2019
Q2 | $6.25M | Sell |
70,813
-1,871
| -3% | -$165K | 0.07% | 198 |
|
|
2019
Q1 | $6.54M | Sell |
72,684
-15,192
| -17% | -$1.34M | 0.07% | 194 |
|
|
2018
Q4 | $7.58M | Sell |
87,876
-20,306
| -19% | -$1.73M | 0.09% | 174 |
|
|
2018
Q3 | $8.66M | Buy |
108,182
+1,875
| +2% | +$152K | 0.09% | 190 |
|
|
2018
Q2 | $8.41M | Buy |
106,307
+2,042
| +2% | +$157K | 0.09% | 198 |
|
|
2018
Q1 | $8.08M | Sell |
104,265
-27,022
| -21% | -$2.09M | 0.08% | 200 |
|
|
2017
Q4 | $11M | Sell |
131,287
-217
| -0.2% | -$19K | 0.11% | 202 |
|
|
2017
Q3 | $11M | Buy |
131,504
+475
| +0.4% | +$40.7K | 0.17% | 88 |
|
|
2017
Q2 | $11M | Buy |
131,029
+105
| +0.1% | +$8.83K | 0.17% | 86 |
|
|
2017
Q1 | $10.7M | Sell |
130,924
-3,349
| -2% | -$266K | 0.17% | 87 |
|
|
2016
Q4 | $10.4M | Sell |
134,273
-3,887
| -3% | -$298K | 0.17% | 83 |
|
|
2016
Q3 | $11.1M | Buy |
138,160
+2,381
| +2% | +$197K | 0.2% | 83 |
|
|
2016
Q2 | $11.6M | Sell |
135,779
-1,073
| -0.8% | -$85.8K | 0.22% | 79 |
|
|
2016
Q1 | $11M | Sell |
136,852
-8,867
| -6% | -$671K | 0.21% | 80 |
|
|
2015
Q4 | $10.4M | Buy |
145,719
+1,324
| +0.9% | +$93.1K | 0.21% | 82 |
|
|
2015
Q3 | $10.4M | Buy |
144,395
+1,044
| +0.7% | +$75.6K | 0.22% | 80 |
|
|
2015
Q2 | $10.1M | Sell |
143,351
-3,198
| -2% | -$242K | 0.19% | 94 |
|
|
2015
Q1 | $11.3M | Buy |
146,549
+1,045
| +0.7% | +$84.8K | 0.22% | 91 |
|
|
2014
Q4 | $12.2M | Sell |
145,504
-6,931
| -5% | -$559K | 0.25% | 89 |
|
|
2014
Q3 | $11.4M | Sell |
152,435
-1,390
| -0.9% | -$101K | 0.24% | 94 |
|
|
2014
Q2 | $11.4M | Sell |
153,825
-485
| -0.3% | -$34.9K | 0.22% | 102 |
|
|
2014
Q1 | $11M | Sell |
154,310
-6,192
| -4% | -$432K | 0.24% | 97 |
|
|
2013
Q4 | $11.1M | Buy |
160,502
+14,528
| +10% | +$1.02M | 0.25% | 85 |
|
|
2013
Q3 | $9.75M | Buy |
145,974
+1,400
| +1% | +$95.5K | 0.23% | 91 |
|
|
2013
Q2 | $9.76M | Buy |
+144,574
| New | +$10.2M | 0.22% | 99 |
|
Other funds holding DUK
SP
COPPSERS
BCWM
MF
Fort Washington Investment Advisors's DUK Position: Q2 2026 in Review
Fort Washington Investment Advisors increased its Duke Energy (DUK) stake by 10% in Q2 2026, buying an estimated $6.33M and bringing the position to 540,109 shares worth $68.4M. The position accounts for 0.34% of the portfolio, ranked #69.
Fort Washington Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Fort Washington Investment Advisors held 540,109 shares of Duke Energy worth $68.4M as of Q2 2026.
- Fort Washington Investment Advisors bought 50,174 Duke Energy shares in Q2 2026, an estimated $6.33M.
- Duke Energy made up 0.34% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #69 holding.
- Fort Washington Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.