Goelzer Investment Management’s Duke Energy DUK Stock Holding History

Goelzer Investment Management’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	–	Sell	-1,701	Closed	-$223K	–	318
2026 Q1	$223K	Buy	+1,701	New	+$213K	0.01%	282
2022 Q1	–	Sell	-1,914	Closed	-$201K	–	220
2021 Q4	$201K	Buy	+1,914	New	+$194K	0.02%	221
2015 Q1	–	Sell	-3,177	Closed	-$265K	–	194
2014 Q4	$265K	Sell	3,177 -750	-19%	-$60.5K	0.04%	184
2014 Q3	$294K	Buy	+3,927	New	+$287K	0.05%	175
2014 Q1	–	Sell	-4,452	Closed	-$307K	–	191
2013 Q4	$307K	Buy	+4,452	New	+$312K	0.06%	173

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Goelzer Investment Management's DUK Position: Q2 2026 in Review

Goelzer Investment Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,701 shares — an estimated $223K sold.

Goelzer Investment Management first reported a position in DUK in Q4 2013 and held it in 5 quarters. The position peaked at $307K in Q4 2013. 817 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Goelzer Investment Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Goelzer Investment Management sold 1,701 Duke Energy shares in Q2 2026, an estimated $223K.
Goelzer Investment Management first reported a position in Duke Energy in Q4 2013 and held it in 5 quarters.
Goelzer Investment Management's Duke Energy position peaked at $307K in Q4 2013.
817 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.