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Guyasuta Investment Advisors’s Duke Energy DUK Stock Holding History

Guyasuta Investment Advisors’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 		$677K Sell
5,351
-241
-4% -$30.4K 0.04% 159
2026
Q1 		$732K Hold
5,592
– – 0.04% 141
2025
Q4 		$655K Sell
5,592
-137
-2% -$16.7K 0.04% 153
2025
Q3 		$709K Hold
5,729
– – 0.04% 146
2025
Q2 		$676K Sell
5,729
-136
-2% -$16K 0.04% 146
2025
Q1 		$715K Hold
5,865
– – 0.05% 135
2024
Q4 		$632K Hold
5,865
– – 0.04% 153
2024
Q3 		$676K Sell
5,865
-226
-4% -$25.2K 0.04% 149
2024
Q2 		$591K Hold
6,091
– – 0.04% 142
2024
Q1 		$591K Hold
6,091
– – 0.04% 142
2023
Q4 		$591K Sell
6,091
-155
-2% -$14.1K 0.04% 142
2023
Q3 		$551K Sell
6,246
-225
-3% -$20.6K 0.04% 143
2023
Q2 		$581K Sell
6,471
-300
-4% -$28.3K 0.04% 144
2023
Q1 		$653K Sell
6,771
-205
-3% -$20.3K 0.05% 131
2022
Q4 		$718K Buy
6,976
+2,000
+40% +$192K 0.06% 120
2022
Q3 		$463K Buy
4,976
+300
+6% +$32.2K 0.04% 148
2022
Q2 		$501K Sell
4,676
-490
-9% -$53.9K 0.04% 170
2022
Q1 		$577K Buy
5,166
+415
+9% +$43.1K 0.04% 174
2021
Q4 		$498K Buy
4,751
+120
+3% +$12.2K 0.03% 192
2021
Q3 		$452K Buy
4,631
+490
+12% +$50.7K 0.03% 192
2021
Q2 		$409K Hold
4,141
– – 0.03% 196
2021
Q1 		$400K Buy
4,141
+567
+16% +$51.7K 0.03% 189
2020
Q4 		$327K Sell
3,574
-6
-0.2% -$555 0.03% 189
2020
Q3 		$317K Buy
3,580
+121
+3% +$9.97K 0.03% 178
2020
Q2 		$276K Hold
3,459
– – 0.03% 181
2020
Q1 		$280K Buy
3,459
+381
+12% +$35K 0.03% 159
2019
Q4 		$281K Buy
3,078
+685
+29% +$62.8K 0.03% 184
2019
Q3 		$229K Buy
+2,393
New +$218K 0.02% 191

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

Guyasuta Investment Advisors's DUK Position: Q2 2026 in Review

Guyasuta Investment Advisors reduced its Duke Energy (DUK) stake by 4.3% in Q2 2026, selling an estimated $30.4K and leaving 5,351 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #159.

Guyasuta Investment Advisors first reported a position in DUK in Q3 2019 and has held it in 28 quarters since. The position peaked at $732K in Q1 2026. 947 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Guyasuta Investment Advisors held 5,351 shares of Duke Energy worth $677K as of Q2 2026.
  • Guyasuta Investment Advisors sold 241 Duke Energy shares in Q2 2026, an estimated $30.4K.
  • Duke Energy made up 0.04% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #159 holding.
  • Guyasuta Investment Advisors first reported a position in Duke Energy in Q3 2019 and has held it in 28 quarters since.
  • Guyasuta Investment Advisors's Duke Energy position peaked at $732K in Q1 2026.
  • 947 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.