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Hanson & Doremus Investment Management’s Duke Energy DUK Stock Holding History

Hanson & Doremus Investment Management’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 		$1.76M Sell
13,945
-1,050
-7% -$132K 0.18% 71
2026
Q1 		$1.96M Buy
14,995
+2,282
+18% +$285K 0.23% 66
2025
Q4 		$1.49M Sell
12,713
-706
-5% -$86.2K 0.18% 69
2025
Q3 		$1.66M Sell
13,419
-500
-4% -$60.7K 0.21% 66
2025
Q2 		$1.64M Sell
13,919
-2,510
-15% -$296K 0.22% 66
2025
Q1 		$2M Buy
16,429
+1,603
+11% +$183K 0.29% 61
2024
Q4 		$1.6M Sell
14,826
-1,136
-7% -$129K 0.25% 60
2024
Q3 		$1.84M Sell
15,962
-1,233
-7% -$137K 0.29% 56
2024
Q2 		$1.72M Sell
17,195
-297
-2% -$29.7K 0.29% 56
2024
Q1 		$1.69M Sell
17,492
-506
-3% -$48K 0.29% 57
2023
Q4 		$1.75M Sell
17,998
-797
-4% -$72.5K 0.33% 57
2023
Q3 		$1.66M Sell
18,795
-724
-4% -$66.4K 0.34% 62
2023
Q2 		$1.75M Sell
19,519
-525
-3% -$49.5K 0.36% 59
2023
Q1 		$1.93M Sell
20,044
-2,543
-11% -$251K 0.43% 50
2022
Q4 		$2.33M Sell
22,587
-322
-1% -$30.9K 0.5% 45
2022
Q3 		$2.13M Sell
22,909
-45
-0.2% -$4.83K 0.55% 40
2022
Q2 		$2.46M Sell
22,954
-1,026
-4% -$113K 0.6% 33
2022
Q1 		$2.68M Sell
23,980
-176
-0.7% -$18.3K 0.58% 31
2021
Q4 		$2.53M Sell
24,156
-105
-0.4% -$10.6K 0.54% 32
2021
Q3 		$2.37M Sell
24,261
-3,482
-13% -$360K 0.55% 32
2021
Q2 		$2.46M Buy
27,743
+1,580
+6% +$159K 0.73% 20
2021
Q1 		$2.53M Sell
26,163
-454
-2% -$41.4K 0.58% 35
2020
Q4 		$2.44M Sell
26,617
-1,126
-4% -$104K 0.61% 33
2020
Q3 		$2.46M Buy
27,743
+111
+0.4% +$9.15K 0.73% 20
2020
Q2 		$2.21M Sell
27,632
-796
-3% -$67.3K 0.7% 24
2020
Q1 		$2.3M Sell
28,428
-332
-1% -$30.5K 0.78% 26
2019
Q4 		$2.62M Buy
28,760
+450
+2% +$41.3K 0.75% 27
2019
Q3 		$2.71M Buy
28,310
+1,050
+4% +$95.6K 0.84% 24
2019
Q2 		$2.4M Sell
27,260
-412
-1% -$36.4K 0.76% 28
2019
Q1 		$2.49M Sell
27,672
-68
-0.2% -$6K 0.82% 29
2018
Q4 		$2.39M Sell
27,740
-537
-2% -$45.7K 0.87% 27
2018
Q3 		$2.26M Buy
28,277
+49
+0.2% +$3.96K 0.71% 28
2018
Q2 		$2.23M Sell
28,228
-987
-3% -$75.9K 0.73% 28
2018
Q1 		$2.26M Sell
29,215
-189
-0.6% -$14.6K 0.7% 35
2017
Q4 		$2.47M Buy
29,404
+10
+0% +$874 0.82% 27
2017
Q3 		$2.47M Sell
29,394
-665
-2% -$56.9K 0.86% 26
2017
Q2 		$2.51M Buy
30,059
+243
+0.8% +$20.4K 0.93% 26
2017
Q1 		$2.44M Buy
29,816
+525
+2% +$41.7K 0.98% 23
2016
Q4 		$2.27M Sell
29,291
-495
-2% -$37.9K 0.98% 25
2016
Q3 		$2.38M Sell
29,786
-1,086
-4% -$89.9K 1.11% 22
2016
Q2 		$2.65M Sell
30,872
-385
-1% -$30.8K 1.2% 19
2016
Q1 		$2.52M Buy
31,257
+1,282
+4% +$97K 1.14% 21
2015
Q4 		$2.14M Buy
29,975
+349
+1% +$24.5K 0.97% 29
2015
Q3 		$2.13M Buy
29,626
+320
+1% +$23.2K 1.03% 27
2015
Q2 		$2.07M Buy
29,306
+125
+0.4% +$9.45K 0.88% 33
2015
Q1 		$2.24M Sell
29,181
-374
-1% -$30.4K 0.95% 31
2014
Q4 		$2.47M Buy
29,555
+640
+2% +$51.6K 1.06% 22
2014
Q3 		$2.16M Sell
28,915
-270
-0.9% -$19.7K 0.98% 27
2014
Q2 		$2.17M Sell
29,185
-122
-0.4% -$8.78K 1% 26
2014
Q1 		$2.09M Sell
29,307
-1,473
-5% -$103K 0.98% 27
2013
Q4 		$2.12M Sell
30,780
-3,444
-10% -$241K 1.02% 27
2013
Q3 		$2.29M Sell
34,224
-100
-0.3% -$6.82K 1.16% 23
2013
Q2 		$2.32M Buy
+34,324
New +$2.43M 1.27% 20

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

Hanson & Doremus Investment Management's DUK Position: Q2 2026 in Review

Hanson & Doremus Investment Management reduced its Duke Energy (DUK) stake by 7% in Q2 2026, selling an estimated $132K and leaving 13,945 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #71.

Hanson & Doremus Investment Management first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.71M in Q3 2019. 1,253 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hanson & Doremus Investment Management held 13,945 shares of Duke Energy worth $1.76M as of Q2 2026.
  • Hanson & Doremus Investment Management sold 1,050 Duke Energy shares in Q2 2026, an estimated $132K.
  • Duke Energy made up 0.18% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #71 holding.
  • Hanson & Doremus Investment Management first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Hanson & Doremus Investment Management's Duke Energy position peaked at $2.71M in Q3 2019.
  • 1,253 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.