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Grimes & Company’s Duke Energy DUK Stock Holding History

Grimes & Company’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 		$1.33M Buy
10,521
+816
+8% +$103K 0.03% 226
2026
Q1 		$1.27M Buy
9,705
+137
+1% +$17.1K 0.04% 219
2025
Q4 		$1.12M Buy
9,568
+116
+1% +$14.2K 0.03% 235
2025
Q3 		$1.17M Buy
9,452
+52
+0.6% +$6.31K 0.03% 223
2025
Q2 		$1.11M Buy
9,400
+40
+0.4% +$4.72K 0.03% 206
2025
Q1 		$1.14M Buy
9,360
+387
+4% +$44.1K 0.04% 181
2024
Q4 		$967K Sell
8,973
-163
-2% -$18.5K 0.03% 197
2024
Q3 		$1.05M Buy
9,136
+938
+11% +$104K 0.03% 182
2024
Q2 		$822K Sell
8,198
-690
-8% -$69K 0.02% 186
2024
Q1 		$860K Buy
8,888
+65
+0.7% +$6.17K 0.03% 189
2023
Q4 		$856K Buy
8,823
+164
+2% +$14.9K 0.03% 182
2023
Q3 		$764K Sell
8,659
-42
-0.5% -$3.85K 0.03% 180
2023
Q2 		$781K Buy
8,701
+96
+1% +$9.06K 0.03% 175
2023
Q1 		$830K Buy
8,605
+504
+6% +$49.8K 0.03% 165
2022
Q4 		$834K Buy
8,101
+23
+0.3% +$2.21K 0.04% 170
2022
Q3 		$752K Sell
8,078
-387
-5% -$41.6K 0.04% 161
2022
Q2 		$907K Buy
8,465
+368
+5% +$40.5K 0.05% 153
2022
Q1 		$904K Sell
8,097
-62
-0.8% -$6.44K 0.05% 162
2021
Q4 		$856K Sell
8,159
-193
-2% -$19.6K 0.04% 172
2021
Q3 		$815K Buy
8,352
+35
+0.4% +$3.62K 0.04% 168
2021
Q2 		$821K Buy
8,317
+11
+0.1% +$1.1K 0.04% 164
2021
Q1 		$802K Sell
8,306
-1,009
-11% -$92.1K 0.04% 157
2020
Q4 		$853K Buy
9,315
+80
+0.9% +$7.4K 0.04% 149
2020
Q3 		$818K Sell
9,235
-44
-0.5% -$3.63K 0.05% 141
2020
Q2 		$741K Buy
9,279
+148
+2% +$12.5K 0.05% 143
2020
Q1 		$739K Buy
9,131
+754
+9% +$69.3K 0.07% 127
2019
Q4 		$764K Buy
8,377
+666
+9% +$61.1K 0.05% 154
2019
Q3 		$739K Buy
7,711
+12
+0.2% +$1.09K 0.05% 147
2019
Q2 		$679K Sell
7,699
-315
-4% -$27.8K 0.05% 150
2019
Q1 		$721K Sell
8,014
-878
-10% -$77.4K 0.06% 134
2018
Q4 		$767K Buy
8,892
+63
+0.7% +$5.36K 0.07% 121
2018
Q3 		$707K Buy
8,829
+513
+6% +$41.5K 0.06% 137
2018
Q2 		$658K Buy
8,316
+129
+2% +$9.92K 0.06% 139
2018
Q1 		$634K Buy
8,187
+579
+8% +$44.8K 0.06% 136
2017
Q4 		$640K Sell
7,608
-104
-1% -$9.09K 0.06% 129
2017
Q3 		$647K Buy
7,712
+90
+1% +$7.71K 0.07% 120
2017
Q2 		$637K Buy
7,622
+9
+0.1% +$757 0.07% 124
2017
Q1 		$624K Buy
7,613
+10
+0.1% +$795 0.07% 126
2016
Q4 		$590K Buy
7,603
+109
+1% +$8.35K 0.07% 127
2016
Q3 		$600K Sell
7,494
-123
-2% -$10.2K 0.08% 124
2016
Q2 		$654K Buy
7,617
+261
+4% +$20.9K 0.09% 116
2016
Q1 		$594K Buy
7,356
+9
+0.1% +$681 0.08% 114
2015
Q4 		$525K Buy
7,347
+92
+1% +$6.47K 0.07% 119
2015
Q3 		$522K Hold
7,255
– – 0.07% 113
2015
Q2 		$512K Sell
7,255
-360
-5% -$27.2K 0.07% 111
2015
Q1 		$585K Buy
7,615
+360
+5% +$29.2K 0.14% 90
2014
Q4 		$606K Sell
7,255
-1,664
-19% -$134K 0.16% 95
2014
Q3 		$667K Sell
8,919
-137
-2% -$10K 0.17% 88
2014
Q2 		$672K Buy
9,056
+48
+0.5% +$3.45K 0.18% 90
2014
Q1 		$642K Buy
9,008
+184
+2% +$12.8K 0.18% 88
2013
Q4 		$609K Buy
8,824
+67
+0.8% +$4.69K 0.18% 85
2013
Q3 		$585K Sell
8,757
-398
-4% -$27.2K 0.2% 84
2013
Q2 		$618K Buy
+9,155
New +$647K 0.23% 82

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

Grimes & Company's DUK Position: Q2 2026 in Review

Grimes & Company increased its Duke Energy (DUK) stake by 8.4% in Q2 2026, buying an estimated $103K and bringing the position to 10,521 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #226.

Grimes & Company first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Grimes & Company held 10,521 shares of Duke Energy worth $1.33M as of Q2 2026.
  • Grimes & Company bought 816 Duke Energy shares in Q2 2026, an estimated $103K.
  • Duke Energy made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #226 holding.
  • Grimes & Company first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.