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Greatmark Investment Partners’s Duke Energy DUK Stock Holding History

Greatmark Investment Partners’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 		$598K Sell
4,721
-324
-6% -$40.9K 0.07% 105
2026
Q1 		$661K Buy
5,045
+149
+3% +$18.6K 0.08% 93
2025
Q4 		$574K Buy
4,896
+380
+8% +$46.4K 0.07% 100
2025
Q3 		$559K Sell
4,516
-75
-2% -$9.1K 0.07% 98
2025
Q2 		$542K Hold
4,591
– – 0.07% 96
2025
Q1 		$560K Buy
4,591
+200
+5% +$22.8K 0.08% 95
2024
Q4 		$473K Sell
4,391
-100
-2% -$11.3K 0.06% 95
2024
Q3 		$518K Sell
4,491
-108
-2% -$12K 0.07% 90
2024
Q2 		$461K Hold
4,599
– – 0.07% 91
2024
Q1 		$445K Hold
4,599
– – 0.06% 94
2023
Q4 		$446K Buy
4,599
+182
+4% +$16.6K 0.07% 96
2023
Q3 		$390K Buy
4,417
+357
+9% +$32.7K 0.07% 97
2023
Q2 		$364K Buy
4,060
+234
+6% +$22.1K 0.06% 102
2023
Q1 		$369K Sell
3,826
-100
-3% -$9.88K 0.07% 97
2022
Q4 		$404K Sell
3,926
-68
-2% -$6.53K 0.07% 91
2022
Q3 		$372K Hold
3,994
– – 0.07% 94
2022
Q2 		$428K Sell
3,994
-200
-5% -$22K 0.08% 91
2022
Q1 		$468K Buy
4,194
+368
+10% +$38.2K 0.08% 96
2021
Q4 		$401K Hold
3,826
– – 0.07% 105
2021
Q3 		$373K Buy
3,826
+66
+2% +$6.83K 0.07% 104
2021
Q2 		$371K Hold
3,760
– – 0.07% 107
2021
Q1 		$363K Hold
3,760
– – 0.07% 108
2020
Q4 		$344K Sell
3,760
-125
-3% -$11.6K 0.07% 106
2020
Q3 		$344K Sell
3,885
-2
-0.1% -$165 0.09% 104
2020
Q2 		$311K Buy
3,887
+2
+0.1% +$169 0.08% 101
2020
Q1 		$314K Hold
3,885
– – 0.1% 91
2019
Q4 		$354K Hold
3,885
– – 0.09% 99
2019
Q3 		$372K Buy
3,885
+583
+18% +$53.1K 0.1% 86
2019
Q2 		$291K Hold
3,302
– – 0.09% 98
2019
Q1 		$297K Hold
3,302
– – 0.09% 100
2018
Q4 		$285K Hold
3,302
– – 0.1% 95
2018
Q3 		$264K Hold
3,302
– – 0.08% 102
2018
Q2 		$261K Hold
3,302
– – 0.09% 98
2018
Q1 		$256K Buy
3,302
+759
+30% +$58.7K 0.09% 99
2017
Q4 		$214K Sell
2,543
-981
-28% -$85.7K 0.08% 105
2017
Q3 		$296K Hold
3,524
– – 0.11% 92
2017
Q2 		$295K Hold
3,524
– – 0.12% 85
2017
Q1 		$289K Hold
3,524
– – 0.12% 80
2016
Q4 		$274K Hold
3,524
– – 0.12% 82
2016
Q3 		$282K Hold
3,524
– – 0.12% 73
2016
Q2 		$302K Sell
3,524
-89
-2% -$7.11K 0.13% 74
2016
Q1 		$291K Hold
3,613
– – 0.13% 70
2015
Q4 		$258K Sell
3,613
-50
-1% -$3.52K 0.11% 76
2015
Q3 		$264K Hold
3,663
– – 0.12% 70
2015
Q2 		$259K Buy
3,663
+90
+3% +$6.8K 0.11% 73
2015
Q1 		$274K Buy
3,573
+21
+0.6% +$1.7K 0.12% 79
2014
Q4 		$297K Hold
3,552
– – 0.13% 76
2014
Q3 		$266K Buy
3,552
+676
+24% +$49.3K 0.12% 76
2014
Q2 		$213K Hold
2,876
– – 0.09% 81
2014
Q1 		$205K Buy
+2,876
New +$200K 0.09% 81

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Greatmark Investment Partners's DUK Position: Q2 2026 in Review

Greatmark Investment Partners reduced its Duke Energy (DUK) stake by 6.4% in Q2 2026, selling an estimated $40.9K and leaving 4,721 shares worth $598K. The position accounts for 0.07% of the portfolio, ranked #105.

Greatmark Investment Partners first reported a position in DUK in Q1 2014 and has held it in 50 quarters since. The position peaked at $661K in Q1 2026. 932 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Greatmark Investment Partners held 4,721 shares of Duke Energy worth $598K as of Q2 2026.
  • Greatmark Investment Partners sold 324 Duke Energy shares in Q2 2026, an estimated $40.9K.
  • Duke Energy made up 0.07% of Greatmark Investment Partners's portfolio in Q2 2026, its #105 holding.
  • Greatmark Investment Partners first reported a position in Duke Energy in Q1 2014 and has held it in 50 quarters since.
  • Greatmark Investment Partners's Duke Energy position peaked at $661K in Q1 2026.
  • 932 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.