GI
DUK icon

Gradient Investments’s Duke Energy DUK Stock Holding History

Gradient Investments’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 		$950K Buy
7,504
+237
+3% +$29.9K 0.01% 323
2026
Q1 		$952K Buy
7,267
+157
+2% +$19.6K 0.01% 306
2025
Q4 		$833K Sell
7,110
-345
-5% -$42.1K 0.01% 252
2025
Q3 		$923K Buy
7,455
+2,744
+58% +$333K 0.02% 265
2025
Q2 		$556K Buy
4,711
+1,257
+36% +$148K 0.01% 286
2025
Q1 		$421K Buy
3,454
+1,003
+41% +$114K 0.01% 261
2024
Q4 		$264K Buy
2,451
+3
+0.1% +$340 0.01% 268
2024
Q3 		$282K Buy
2,448
+22
+0.9% +$2.45K 0.01% 265
2024
Q2 		$243K Buy
2,426
+628
+35% +$62.8K 0.01% 295
2024
Q1 		$174K Sell
1,798
-6,287
-78% -$596K ﹤0.01% 305
2023
Q4 		$785K Sell
8,085
-122
-1% -$11.1K 0.02% 202
2023
Q3 		$724K Sell
8,207
-171
-2% -$15.7K 0.02% 191
2023
Q2 		$752K Buy
8,378
+181
+2% +$17.1K 0.02% 193
2023
Q1 		$791K Buy
8,197
+63
+0.8% +$6.22K 0.02% 187
2022
Q4 		$838K Sell
8,134
-954
-10% -$91.6K 0.03% 191
2022
Q3 		$845K Buy
9,088
+1,428
+19% +$153K 0.03% 187
2022
Q2 		$821K Buy
7,660
+12
+0.2% +$1.32K 0.02% 190
2022
Q1 		$854K Buy
7,648
+764
+11% +$79.3K 0.02% 185
2021
Q4 		$722K Buy
6,884
+478
+7% +$48.5K 0.02% 183
2021
Q3 		$625K Sell
6,406
-731
-10% -$75.7K 0.02% 194
2021
Q2 		$705K Buy
7,137
+237
+3% +$23.8K 0.02% 183
2021
Q1 		$666K Sell
6,900
-113,965
-94% -$10.4M 0.02% 183
2020
Q4 		$10.7M Sell
120,865
-1,696
-1% -$157K 0.45% 54
2020
Q3 		$10.9M Buy
122,561
+117,055
+2,126% +$9.65M 0.46% 54
2020
Q2 		$440K Sell
5,506
-633
-10% -$53.5K 0.02% 201
2020
Q1 		$497K Sell
6,139
-20,197
-77% -$1.86M 0.03% 196
2019
Q4 		$2.4M Buy
26,336
+2,610
+11% +$239K 0.11% 121
2019
Q3 		$2.27M Buy
23,726
+4,249
+22% +$387K 0.11% 122
2019
Q2 		$1.72M Buy
19,477
+12,491
+179% +$1.1M 0.09% 130
2019
Q1 		$629K Buy
6,986
+1,679
+32% +$148K 0.04% 169
2018
Q4 		$458K Buy
5,307
+395
+8% +$33.6K 0.03% 185
2018
Q3 		$393K Buy
4,912
+803
+20% +$64.9K 0.02% 209
2018
Q2 		$325K Buy
4,109
+129
+3% +$9.92K 0.02% 210
2018
Q1 		$308K Sell
3,980
-68
-2% -$5.26K 0.02% 212
2017
Q4 		$340K Sell
4,048
-189
-4% -$16.5K 0.02% 217
2017
Q3 		$356K Buy
4,237
+373
+10% +$31.9K 0.02% 198
2017
Q2 		$323K Sell
3,864
-2,237
-37% -$188K 0.02% 190
2017
Q1 		$500K Buy
6,101
+133
+2% +$10.6K 0.04% 130
2016
Q4 		$463K Buy
5,968
+2,518
+73% +$193K 0.04% 130
2016
Q3 		$276K Buy
3,450
+705
+26% +$58.4K 0.03% 168
2016
Q2 		$235K Sell
2,745
-63
-2% -$5.04K 0.03% 171
2016
Q1 		$227K Sell
2,808
-645
-19% -$48.8K 0.03% 167
2015
Q4 		$246K Sell
3,453
-1,094
-24% -$76.9K 0.03% 163
2015
Q3 		$327K Sell
4,547
-6
-0.1% -$434 0.05% 144
2015
Q2 		$322K Buy
4,553
+1,850
+68% +$140K 0.04% 152
2015
Q1 		$208K Sell
2,703
-1,108
-29% -$89.9K 0.03% 164
2014
Q4 		$318K Buy
3,811
+1,035
+37% +$83.5K 0.05% 149
2014
Q3 		$208K Hold
2,776
– – 0.04% 154
2014
Q2 		$206K Buy
2,776
+998
+56% +$71.8K 0.04% 156
2014
Q1 		$127K Sell
1,778
-196
-10% -$13.7K 0.03% 164
2013
Q4 		$136K Buy
1,974
+631
+47% +$44.2K 0.04% 173
2013
Q3 		$90K Sell
1,343
-764
-36% -$52.1K 0.03% 155
2013
Q2 		$142K Buy
+2,107
New +$149K 0.05% 116

Other funds holding DUK

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
New York State Teachers Retirement System (NYSTRS)
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gradient Investments's DUK Position: Q2 2026 in Review

Gradient Investments increased its Duke Energy (DUK) stake by 3.3% in Q2 2026, buying an estimated $29.9K and bringing the position to 7,504 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #323.

Gradient Investments first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.9M in Q3 2020. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Gradient Investments held 7,504 shares of Duke Energy worth $950K as of Q2 2026.
  • Gradient Investments bought 237 Duke Energy shares in Q2 2026, an estimated $29.9K.
  • Duke Energy made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #323 holding.
  • Gradient Investments first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's Duke Energy position peaked at $10.9M in Q3 2020.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.