HA
DUK icon

Hamel Associates’s Duke Energy DUK Stock Holding History

Hamel Associates’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 		$4.05M Sell
32,011
-74
-0.2% -$9.34K 1.12% 33
2026
Q1 		$4.2M Buy
32,085
+5,446
+20% +$681K 1.2% 31
2025
Q4 		$3.12M Hold
26,639
– – 0.94% 37
2025
Q3 		$3.3M Buy
26,639
+1,425
+6% +$173K 1.01% 37
2025
Q2 		$2.98M Buy
25,214
+4,330
+21% +$511K 1.01% 38
2025
Q1 		$2.55M Buy
20,884
+1,408
+7% +$160K 0.87% 40
2024
Q4 		$2.1M Sell
19,476
-71
-0.4% -$8.04K 0.68% 43
2024
Q3 		$2.25M Sell
19,547
-275
-1% -$30.6K 0.69% 44
2024
Q2 		$1.99M Buy
19,822
+1,175
+6% +$118K 0.63% 43
2024
Q1 		$1.8M Buy
18,647
+7,010
+60% +$665K 0.58% 48
2023
Q4 		$1.13M Sell
11,637
-3,387
-23% -$308K 0.4% 51
2023
Q3 		$1.33M Buy
15,024
+2,110
+16% +$193K 0.48% 50
2023
Q2 		$1.16M Buy
12,914
+7,905
+158% +$746K 0.41% 52
2023
Q1 		$483K Hold
5,009
– – 0.17% 66
2022
Q4 		$516K Sell
5,009
-1,025
-17% -$98.4K 0.18% 66
2022
Q3 		$561K Hold
6,034
– – 0.22% 66
2022
Q2 		$647K Sell
6,034
-736
-11% -$80.9K 0.26% 64
2022
Q1 		$756K Sell
6,770
-115
-2% -$11.9K 0.27% 60
2021
Q4 		$722K Hold
6,885
– – 0.26% 59
2021
Q3 		$672K Sell
6,885
-375
-5% -$38.8K 0.26% 54
2021
Q2 		$717K Sell
7,260
-330
-4% -$33.2K 0.27% 54
2021
Q1 		$733K Buy
7,590
+760
+11% +$69.4K 0.28% 54
2020
Q4 		$625K Sell
6,830
-900
-12% -$83.3K 0.26% 54
2020
Q3 		$685K Hold
7,730
– – 0.3% 48
2020
Q2 		$618K Hold
7,730
– – 0.3% 47
2020
Q1 		$625K Sell
7,730
-700
-8% -$64.3K 0.33% 45
2019
Q4 		$769K Hold
8,430
– – 0.32% 56
2019
Q3 		$808K Hold
8,430
– – 0.35% 57
2019
Q2 		$744K Hold
8,430
– – 0.33% 56
2019
Q1 		$759K Sell
8,430
-3,391
-29% -$299K 0.34% 57
2018
Q4 		$1.02M Hold
11,821
– – 0.51% 54
2018
Q3 		$946K Sell
11,821
-33
-0.3% -$2.67K 0.41% 61
2018
Q2 		$937K Hold
11,854
– – 0.43% 60
2018
Q1 		$918 Sell
11,854
-3,014
-20% -$233K 0.06% 56
2017
Q4 		$1.25M Sell
14,868
-250
-2% -$21.8K 0.59% 46
2017
Q3 		$1.27M Sell
15,118
-10,508
-41% -$900K 0.62% 44
2017
Q2 		$2.14M Sell
25,626
-333
-1% -$28K 1.08% 33
2017
Q1 		$2.13M Buy
25,959
+2,000
+8% +$159K 1.08% 36
2016
Q4 		$1.86M Sell
23,959
-625
-3% -$47.9K 0.96% 38
2016
Q3 		$1.97M Sell
24,584
-1,068
-4% -$88.5K 1.04% 37
2016
Q2 		$2.2M Sell
25,652
-8,344
-25% -$667K 1.14% 30
2016
Q1 		$2.74M Buy
33,996
+11,750
+53% +$889K 1.46% 29
2015
Q4 		$1.59M Buy
22,246
+10,250
+85% +$721K 1.01% 34
2015
Q3 		$863K Sell
11,996
-4,806
-29% -$348K 0.61% 49
2015
Q2 		$1.19M Sell
16,802
-466
-3% -$35.2K 0.78% 47
2015
Q1 		$1.32M Sell
17,268
-1,786
-9% -$145K 0.87% 42
2014
Q4 		$1.59M Hold
19,054
– – 1.03% 40
2014
Q3 		$1.43M Hold
19,054
– – 0.95% 38
2014
Q2 		$1.41M Sell
19,054
-140
-0.7% -$10.1K 0.93% 37
2014
Q1 		$1.37M Hold
19,194
– – 0.95% 37
2013
Q4 		$1.32M Buy
+19,194
New +$1.34M 0.93% 41

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
MF
Milford Funds Auckland $6.14B AUM

Hamel Associates's DUK Position: Q2 2026 in Review

Hamel Associates reduced its Duke Energy (DUK) stake by 0.23% in Q2 2026, selling an estimated $9.34K and leaving 32,011 shares worth $4.05M. The position accounts for 1.12% of the portfolio, ranked #33.

Hamel Associates first reported a position in DUK in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.2M in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hamel Associates held 32,011 shares of Duke Energy worth $4.05M as of Q2 2026.
  • Hamel Associates sold 74 Duke Energy shares in Q2 2026, an estimated $9.34K.
  • Duke Energy made up 1.12% of Hamel Associates's portfolio in Q2 2026, its #33 holding.
  • Hamel Associates first reported a position in Duke Energy in Q4 2013 and has held it in 51 quarters since.
  • Hamel Associates's Duke Energy position peaked at $4.2M in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.