Great Lakes 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 | $112M | Buy |
886,332
+30,724
| +4% | +$3.88M | 0.85% | 39 |
|
|
2026
Q1 | $112M | Buy |
855,608
+27,507
| +3% | +$3.44M | 0.93% | 39 |
|
|
2025
Q4 | $97.1M | Sell |
828,101
-3,174
| -0.4% | -$388K | 0.79% | 47 |
|
|
2025
Q3 | $103M | Sell |
831,275
-8,037
| -1% | -$975K | 0.86% | 35 |
|
|
2025
Q2 | $96.5M | Sell |
839,312
-75,905
| -8% | -$8.96M | 0.81% | 35 |
|
|
2025
Q1 | $112M | Sell |
915,217
-214,868
| -19% | -$24.5M | 1% | 22 |
|
|
2024
Q4 | $122M | Buy |
1,130,085
+22,688
| +2% | +$2.57M | 1.04% | 21 |
|
|
2024
Q3 | $128M | Buy |
1,107,397
+9,926
| +0.9% | +$1.1M | 1.07% | 19 |
|
|
2024
Q2 | $110M | Sell |
1,097,471
-71,792
| -6% | -$7.18M | 0.98% | 24 |
|
|
2024
Q1 | $113M | Buy |
1,169,263
+168,379
| +17% | +$16M | 0.96% | 28 |
|
|
2023
Q4 | $97.1M | Sell |
1,000,884
-276,658
| -22% | -$25.2M | 0.93% | 27 |
|
|
2023
Q3 | $113M | Buy |
1,277,542
+346,471
| +37% | +$31.8M | 1.03% | 29 |
|
|
2023
Q2 | $83.6M | Sell |
931,071
-84,654
| -8% | -$7.99M | 0.83% | 32 |
|
|
2023
Q1 | $98M | Buy |
+1,015,725
| New | +$100M | 0.89% | 27 |
|
|
2020
Q2 | – | Sell |
-30,977
| Closed | -$2.5M | – | 571 |
|
|
2020
Q1 | $2.5M | Buy |
30,977
+4,835
| +18% | +$444K | 0.07% | 273 |
|
|
2019
Q4 | $2.38M | Buy |
26,142
+14,589
| +126% | +$1.34M | 0.05% | 321 |
|
|
2019
Q3 | $1.11M | Buy |
+11,553
| New | +$1.05M | 0.02% | 383 |
|
|
2018
Q1 | – | Sell |
-2,747
| Closed | -$231K | – | 516 |
|
|
2017
Q4 | $231K | Sell |
2,747
-1,208
| -31% | -$106K | 0.01% | 553 |
|
|
2017
Q3 | $332K | Sell |
3,955
-60,109
| -94% | -$5.15M | 0.01% | 516 |
|
|
2017
Q2 | $5.36M | Sell |
64,064
-339,319
| -84% | -$28.5M | 0.13% | 147 |
|
|
2017
Q1 | $33.1M | Sell |
403,383
-9,205
| -2% | -$732K | 0.85% | 38 |
|
|
2016
Q4 | $32M | Sell |
412,588
-6,706
| -2% | -$514K | 0.84% | 43 |
|
|
2016
Q3 | $33.6M | Sell |
419,294
-4,860
| -1% | -$403K | 0.91% | 42 |
|
|
2016
Q2 | $36.4M | Sell |
424,154
-6,138
| -1% | -$491K | 0.99% | 41 |
|
|
2016
Q1 | $34.7M | Buy |
430,292
+3,344
| +0.8% | +$253K | 0.95% | 43 |
|
|
2015
Q4 | $30.5M | Sell |
426,948
-25,038
| -6% | -$1.76M | 0.91% | 41 |
|
|
2015
Q3 | $32.5M | Buy |
451,986
+38,815
| +9% | +$2.81M | 1.01% | 37 |
|
|
2015
Q2 | $29.2M | Buy |
413,171
+4,229
| +1% | +$320K | 0.89% | 44 |
|
|
2015
Q1 | $31.4M | Buy |
408,942
+14,348
| +4% | +$1.16M | 0.96% | 35 |
|
|
2014
Q4 | $33M | Sell |
394,594
-5,128
| -1% | -$413K | 1.02% | 33 |
|
|
2014
Q3 | $29.9M | Sell |
399,722
-5,709
| -1% | -$417K | 1% | 34 |
|
|
2014
Q2 | $30.1M | Buy |
405,431
+17,062
| +4% | +$1.23M | 1.24% | 32 |
|
|
2014
Q1 | $27.7M | Buy |
388,369
+19,498
| +5% | +$1.36M | 1.2% | 32 |
|
|
2013
Q4 | $25.5M | Sell |
368,871
-10,994
| -3% | -$769K | 1.15% | 33 |
|
|
2013
Q3 | $25.4M | Buy |
379,865
+3,344
| +0.9% | +$228K | 1.14% | 34 |
|
|
2013
Q2 | $25.4M | Buy |
+376,521
| New | +$26.6M | 1.19% | 34 |
|
Other funds holding DUK
Great Lakes Advisors's DUK Position: Q2 2026 in Review
Great Lakes Advisors increased its Duke Energy (DUK) stake by 3.6% in Q2 2026, buying an estimated $3.88M and bringing the position to 886,332 shares worth $112M. The position accounts for 0.85% of the portfolio, ranked #39.
Great Lakes Advisors first reported a position in DUK in Q2 2013 and has held it in 36 quarters since. The position peaked at $128M in Q3 2024. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Great Lakes Advisors held 886,332 shares of Duke Energy worth $112M as of Q2 2026.
- Great Lakes Advisors bought 30,724 Duke Energy shares in Q2 2026, an estimated $3.88M.
- Duke Energy made up 0.85% of Great Lakes Advisors's portfolio in Q2 2026, its #39 holding.
- Great Lakes Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 36 quarters since.
- Great Lakes Advisors's Duke Energy position peaked at $128M in Q3 2024.
- 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.