HVIA
DUK icon

Hudson Valley Investment Advisors’s Duke Energy DUK Stock Holding History

Hudson Valley 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 		$4.28M Sell
33,777
-1,826
-5% -$230K 0.52% 52
2026
Q1 		$4.66M Sell
35,603
-5,499
-13% -$687K 0.6% 48
2025
Q4 		$4.82M Sell
41,102
-2,295
-5% -$280K 0.53% 57
2025
Q3 		$5.37M Buy
43,397
+1,054
+2% +$128K 0.56% 57
2025
Q2 		$5M Buy
42,343
+22,652
+115% +$2.67M 0.55% 58
2025
Q1 		$2.4M Buy
19,691
+3,391
+21% +$387K 0.29% 74
2024
Q4 		$1.76M Buy
16,300
+128
+0.8% +$14.5K 0.2% 81
2024
Q3 		$1.86M Sell
16,172
-6,338
-28% -$705K 0.21% 81
2024
Q2 		$2.24M Buy
22,510
+4,610
+26% +$461K 0.29% 77
2024
Q1 		$1.73M Sell
17,900
-4,610
-20% -$437K 0.21% 82
2023
Q4 		$2.24M Sell
22,510
-9,185
-29% -$835K 0.31% 76
2023
Q3 		$2.8M Sell
31,695
-7,866
-20% -$721K 0.39% 71
2023
Q2 		$3.55M Sell
39,561
-6,735
-15% -$636K 0.48% 60
2023
Q1 		$4.47M Sell
46,296
-9,922
-18% -$980K 0.62% 52
2022
Q4 		$5.79M Buy
56,218
+1,967
+4% +$189K 0.88% 34
2022
Q3 		$5.05M Buy
54,251
+1,428
+3% +$153K 0.81% 35
2022
Q2 		$5.66M Buy
52,823
+2,168
+4% +$238K 0.88% 34
2022
Q1 		$5.66M Buy
50,655
+9,979
+25% +$1.04M 0.76% 37
2021
Q4 		$4.27M Buy
40,676
+779
+2% +$79K 0.67% 48
2021
Q3 		$3.89M Buy
39,897
+58
+0.1% +$6K 0.67% 46
2021
Q2 		$3.93M Sell
39,839
-575
-1% -$57.8K 0.68% 43
2021
Q1 		$3.9M Sell
40,414
-713
-2% -$65.1K 0.7% 46
2020
Q4 		$3.77M Sell
41,127
-826
-2% -$76.4K 0.72% 45
2020
Q3 		$3.71M Sell
41,953
-5,267
-11% -$434K 0.8% 42
2020
Q2 		$3.77M Buy
47,220
+396
+0.8% +$33.5K 0.88% 40
2020
Q1 		$3.79M Buy
46,824
+2,105
+5% +$193K 1.05% 35
2019
Q4 		$4.08M Buy
44,719
+978
+2% +$89.7K 0.87% 44
2019
Q3 		$4.19M Sell
43,741
-183
-0.4% -$16.7K 0.97% 40
2019
Q2 		$3.88M Sell
43,924
-828
-2% -$73.2K 0.9% 43
2019
Q1 		$4.03M Sell
44,752
-5,894
-12% -$520K 0.98% 38
2018
Q4 		$4.37M Buy
50,646
+20,976
+71% +$1.79M 1.01% 32
2018
Q3 		$2.37M Buy
29,670
+600
+2% +$48.5K 0.55% 55
2018
Q2 		$2.3M Buy
29,070
+2,274
+8% +$175K 0.57% 54
2018
Q1 		$2.08M Buy
26,796
+1,435
+6% +$111K 0.52% 57
2017
Q4 		$2.13M Buy
25,361
+384
+2% +$33.5K 0.53% 60
2017
Q3 		$2.1M Buy
24,977
+1,000
+4% +$85.6K 0.54% 56
2017
Q2 		$2M Buy
23,977
+3,305
+16% +$278K 0.55% 58
2017
Q1 		$1.7M Buy
20,672
+1,050
+5% +$83.5K 0.47% 63
2016
Q4 		$1.52M Buy
19,622
+2,461
+14% +$188K 0.45% 66
2016
Q3 		$1.37M Buy
17,161
+2,205
+15% +$183K 0.43% 67
2016
Q2 		$1.28M Buy
14,956
+1,165
+8% +$93.1K 0.41% 69
2016
Q1 		$1.11M Buy
13,791
+1,275
+10% +$96.5K 0.36% 71
2015
Q4 		$894K Buy
12,516
+750
+6% +$52.7K 0.28% 84
2015
Q3 		$846K Buy
11,766
+2,200
+23% +$159K 0.27% 79
2015
Q2 		$676K Buy
9,566
+893
+10% +$67.5K 0.21% 86
2015
Q1 		$666K Buy
8,673
+1,528
+21% +$124K 0.23% 85
2014
Q4 		$597K Sell
7,145
-28
-0.4% -$2.26K 0.24% 77
2014
Q3 		$536K Buy
7,173
+550
+8% +$40.1K 0.23% 78
2014
Q2 		$491K Buy
6,623
+135
+2% +$9.71K 0.21% 79
2014
Q1 		$462K Sell
6,488
-158
-2% -$11K 0.2% 81
2013
Q4 		$459K Sell
6,646
-75
-1% -$5.25K 0.2% 82
2013
Q3 		$449K Buy
6,721
+1,386
+26% +$94.6K 0.22% 78
2013
Q2 		$360K Buy
+5,335
New +$377K 0.17% 91

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

Hudson Valley Investment Advisors's DUK Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Duke Energy (DUK) stake by 5.1% in Q2 2026, selling an estimated $230K and leaving 33,777 shares worth $4.28M. The position accounts for 0.52% of the portfolio, ranked #52.

Hudson Valley Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.79M in Q4 2022. 1,190 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hudson Valley Investment Advisors held 33,777 shares of Duke Energy worth $4.28M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 1,826 Duke Energy shares in Q2 2026, an estimated $230K.
  • Duke Energy made up 0.52% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Hudson Valley Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's Duke Energy position peaked at $5.79M in Q4 2022.
  • 1,190 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.