Guardian Capital (Canada)’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 | $3.41M | Sell |
26,966
-4,000
| -13% | -$505K | 0.08% | 105 |
|
|
2026
Q1 | $4.05M | Buy |
30,966
+2,400
| +8% | +$300K | 0.11% | 96 |
|
|
2025
Q4 | $3.35M | Hold |
28,566
| – | – | 0.1% | 99 |
|
|
2025
Q3 | $3.54M | Hold |
28,566
| – | – | 0.11% | 92 |
|
|
2025
Q2 | $3.37M | Buy |
28,566
+1,300
| +5% | +$153K | 0.12% | 96 |
|
|
2025
Q1 | $3.33M | Hold |
27,266
| – | – | 0.13% | 89 |
|
|
2024
Q4 | $2.94M | Buy |
27,266
+700
| +3% | +$79.3K | 0.11% | 93 |
|
|
2024
Q3 | $3.06M | Buy |
26,566
+800
| +3% | +$89K | 0.11% | 87 |
|
|
2024
Q2 | $2.58M | Hold |
25,766
| – | – | 0.1% | 92 |
|
|
2024
Q1 | $2.49M | Sell |
25,766
-1,000
| -4% | -$94.9K | 0.09% | 95 |
|
|
2023
Q4 | $2.6M | Hold |
26,766
| – | – | 0.09% | 90 |
|
|
2023
Q3 | $2.36M | Buy |
26,766
+8,900
| +50% | +$816K | 0.09% | 94 |
|
|
2023
Q2 | $1.6M | Sell |
17,866
-35,500
| -67% | -$3.35M | 0.05% | 114 |
|
|
2023
Q1 | $5.15M | Sell |
53,366
-8,100
| -13% | -$800K | 0.16% | 80 |
|
|
2022
Q4 | $6.33M | Buy |
61,466
+8,000
| +15% | +$768K | 0.21% | 78 |
|
|
2022
Q3 | $4.97M | Sell |
53,466
-2,050
| -4% | -$220K | 0.17% | 79 |
|
|
2022
Q2 | $5.95M | Sell |
55,516
-700
| -1% | -$77K | 0.18% | 79 |
|
|
2022
Q1 | $6.28M | Buy |
56,216
+7,100
| +14% | +$737K | 0.12% | 84 |
|
|
2021
Q4 | $5.15M | Buy |
49,116
+2,600
| +6% | +$264K | 0.1% | 86 |
|
|
2021
Q3 | $4.54M | Buy |
46,516
+1,300
| +3% | +$135K | 0.09% | 87 |
|
|
2021
Q2 | $4.46M | Buy |
45,216
+3,400
| +8% | +$342K | 0.09% | 91 |
|
|
2021
Q1 | $4.04M | Buy |
41,816
+3,900
| +10% | +$356K | 0.07% | 89 |
|
|
2020
Q4 | $3.47M | Buy |
37,916
+2,300
| +6% | +$213K | 0.08% | 84 |
|
|
2020
Q3 | $3.15M | Buy |
35,616
+7,700
| +28% | +$635K | 0.08% | 81 |
|
|
2020
Q2 | $2.23M | Sell |
27,916
-124,497
| -82% | -$10.5M | 0.06% | 82 |
|
|
2020
Q1 | $12.3M | Sell |
152,413
-5,920
| -4% | -$544K | 0.37% | 52 |
|
|
2019
Q4 | $14.4M | Sell |
158,333
-45,501
| -22% | -$4.17M | 0.3% | 54 |
|
|
2019
Q3 | $19.5M | Buy |
203,834
+303
| +0.1% | +$27.6K | 0.39% | 51 |
|
|
2019
Q2 | $18M | Buy |
203,531
+3,052
| +2% | +$270K | 0.35% | 57 |
|
|
2019
Q1 | $18M | Sell |
200,479
-18,722
| -9% | -$1.65M | 0.33% | 54 |
|
|
2018
Q4 | $18.9M | Sell |
219,201
-15,365
| -7% | -$1.31M | 0.4% | 48 |
|
|
2018
Q3 | $18.8M | Sell |
234,566
-4,559
| -2% | -$369K | 0.31% | 51 |
|
|
2018
Q2 | $18.9M | Buy |
239,125
+77,836
| +48% | +$5.99M | 0.32% | 46 |
|
|
2018
Q1 | $12.5M | Buy |
161,289
+2,258
| +1% | +$175K | 0.22% | 65 |
|
|
2017
Q4 | $13.4M | Buy |
159,031
+502
| +0.3% | +$43.9K | 0.2% | 69 |
|
|
2017
Q3 | $13.3M | Buy |
158,529
+299
| +0.2% | +$25.6K | 0.2% | 72 |
|
|
2017
Q2 | $13.2M | Buy |
158,230
+15,276
| +11% | +$1.28M | 0.21% | 73 |
|
|
2017
Q1 | $11.7M | Buy |
142,954
+31,630
| +28% | +$2.51M | 0.18% | 78 |
|
|
2016
Q4 | $8.64M | Sell |
111,324
-33,061
| -23% | -$2.53M | 0.13% | 93 |
|
|
2016
Q3 | $11.6M | Buy |
144,385
+6,935
| +5% | +$574K | 0.18% | 71 |
|
|
2016
Q2 | $11.8M | Buy |
137,450
+16,341
| +13% | +$1.31M | 0.19% | 69 |
|
|
2016
Q1 | $9.77M | Buy |
121,109
+3,958
| +3% | +$300K | 0.16% | 76 |
|
|
2015
Q4 | $8.36M | Buy |
117,151
+1,739
| +2% | +$122K | 0.16% | 83 |
|
|
2015
Q3 | $8.3M | Sell |
115,412
-6,619
| -5% | -$479K | 0.16% | 74 |
|
|
2015
Q2 | $8.62M | Sell |
122,031
-4,641
| -4% | -$351K | 0.15% | 78 |
|
|
2015
Q1 | $9.73M | Sell |
126,672
-1,916
| -1% | -$156K | 0.17% | 70 |
|
|
2014
Q4 | $10.7M | Buy |
128,588
+248
| +0.2% | +$20K | 0.17% | 63 |
|
|
2014
Q3 | $9.6M | Buy |
128,340
+30,309
| +31% | +$2.21M | 0.14% | 70 |
|
|
2014
Q2 | $7.27M | Buy |
98,031
+94,644
| +2,794% | +$6.81M | 0.11% | 83 |
|
|
2014
Q1 | $241K | Buy |
+3,387
| New | +$236K | ﹤0.01% | 193 |
|
|
2013
Q3 | – | Sell |
-64,402
| Closed | -$4.35M | – | 184 |
|
|
2013
Q2 | $4.35M | Buy |
+64,402
| New | +$4.55M | 0.08% | 95 |
|
Other funds holding DUK
Guardian Capital (Canada)'s DUK Position: Q2 2026 in Review
Guardian Capital (Canada) reduced its Duke Energy (DUK) stake by 13% in Q2 2026, selling an estimated $505K and leaving 26,966 shares worth $3.41M. The position accounts for 0.08% of the portfolio, ranked #105.
Guardian Capital (Canada) first reported a position in DUK in Q2 2013 and has held it in 51 quarters since. The position peaked at $19.5M in Q3 2019. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Guardian Capital (Canada) held 26,966 shares of Duke Energy worth $3.41M as of Q2 2026.
- Guardian Capital (Canada) sold 4,000 Duke Energy shares in Q2 2026, an estimated $505K.
- Duke Energy made up 0.08% of Guardian Capital (Canada)'s portfolio in Q2 2026, its #105 holding.
- Guardian Capital (Canada) first reported a position in Duke Energy in Q2 2013 and has held it in 51 quarters since.
- Guardian Capital (Canada)'s Duke Energy position peaked at $19.5M in Q3 2019.
- 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Guardian Capital (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.