IFM Investors’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 | $30M | Buy |
236,761
+12,300
| +5% | +$1.55M | 0.2% | 84 |
|
|
2026
Q1 | $29.4M | Buy |
224,461
+37,036
| +20% | +$4.63M | 0.25% | 73 |
|
|
2025
Q4 | $22M | Buy |
187,425
+5,058
| +3% | +$618K | 0.18% | 98 |
|
|
2025
Q3 | $22.4M | Sell |
182,367
-1,981
| -1% | -$240K | 0.2% | 95 |
|
|
2025
Q2 | $21.8M | Buy |
184,348
+14,522
| +9% | +$1.71M | 0.21% | 93 |
|
|
2025
Q1 | $20.7M | Sell |
169,826
-47,634
| -22% | -$5.43M | 0.22% | 87 |
|
|
2024
Q4 | $23.4M | Sell |
217,460
-13,749
| -6% | -$1.56M | 0.24% | 77 |
|
|
2024
Q3 | $26.7M | Sell |
231,209
-26,199
| -10% | -$2.92M | 0.26% | 70 |
|
|
2024
Q2 | $25.8M | Sell |
257,408
-816
| -0.3% | -$81.6K | 0.26% | 72 |
|
|
2024
Q1 | $25M | Buy |
258,224
+2,249
| +0.9% | +$213K | 0.27% | 68 |
|
|
2023
Q4 | $24.8M | Sell |
255,975
-1,993
| -0.8% | -$181K | 0.3% | 62 |
|
|
2023
Q3 | $22.8M | Buy |
257,968
+14,004
| +6% | +$1.28M | 0.3% | 63 |
|
|
2023
Q2 | $21.9M | Buy |
243,964
+69,239
| +40% | +$6.53M | 0.29% | 68 |
|
|
2023
Q1 | $16.9M | Buy |
174,725
+2,873
| +2% | +$284K | 0.26% | 79 |
|
|
2022
Q4 | $17.7M | Sell |
171,852
-52,686
| -23% | -$5.06M | 0.3% | 73 |
|
|
2022
Q3 | $20.9M | Buy |
224,538
+591
| +0.3% | +$63.5K | 0.38% | 51 |
|
|
2022
Q2 | $24M | Sell |
223,947
-1,787
| -0.8% | -$197K | 0.42% | 47 |
|
|
2022
Q1 | $25.2M | Buy |
225,734
+125,353
| +125% | +$13M | 0.39% | 51 |
|
|
2021
Q4 | $10.5M | Sell |
100,381
-2,285
| -2% | -$232K | 0.19% | 102 |
|
|
2021
Q3 | $10M | Buy |
102,666
+5,695
| +6% | +$590K | 0.21% | 94 |
|
|
2021
Q2 | $9.57M | Buy |
96,971
+19,810
| +26% | +$1.99M | 0.2% | 108 |
|
|
2021
Q1 | $7.45M | Buy |
77,161
+7,927
| +11% | +$723K | 0.2% | 106 |
|
|
2020
Q4 | $6.34M | Buy |
69,234
+8,983
| +15% | +$831K | 0.2% | 101 |
|
|
2020
Q3 | $5.34M | Buy |
60,251
+7,855
| +15% | +$647K | 0.22% | 90 |
|
|
2020
Q2 | $4.19M | Sell |
52,396
-20,483
| -28% | -$1.73M | 0.22% | 98 |
|
|
2020
Q1 | $6.08M | Sell |
72,879
-2,154
| -3% | -$198K | 0.27% | 80 |
|
|
2019
Q4 | $6.84M | Sell |
75,033
-3,240
| -4% | -$297K | 0.24% | 88 |
|
|
2019
Q3 | $7.5M | Buy |
78,273
+27,892
| +55% | +$2.54M | 0.28% | 75 |
|
|
2019
Q2 | $4.45M | Buy |
50,381
+4,872
| +11% | +$431K | 0.25% | 84 |
|
|
2019
Q1 | $4.1M | Buy |
45,509
+4,639
| +11% | +$409K | 0.26% | 84 |
|
|
2018
Q4 | $3.53M | Buy |
40,870
+4,215
| +11% | +$359K | 0.29% | 77 |
|
|
2018
Q3 | $2.93M | Buy |
36,655
+4,762
| +15% | +$385K | 0.22% | 98 |
|
|
2018
Q2 | $2.52M | Buy |
31,893
+9,967
| +45% | +$767K | 0.24% | 92 |
|
|
2018
Q1 | $1.7M | Buy |
21,926
+2,095
| +11% | +$162K | 0.24% | 94 |
|
|
2017
Q4 | $1.67M | Sell |
19,831
-122
| -0.6% | -$10.7K | 0.26% | 86 |
|
|
2017
Q3 | $1.67M | Buy |
19,953
+285
| +1% | +$24.4K | 0.28% | 80 |
|
|
2017
Q2 | $1.64M | Buy |
19,668
+5,656
| +40% | +$475K | 0.3% | 79 |
|
|
2017
Q1 | $1.15M | Buy |
14,012
+5,255
| +60% | +$418K | 0.29% | 80 |
|
|
2016
Q4 | $680K | Buy |
+8,757
| New | +$671K | 0.32% | 79 |
|
Other funds holding DUK
IFM Investors's DUK Position: Q2 2026 in Review
IFM Investors increased its Duke Energy (DUK) stake by 5.5% in Q2 2026, buying an estimated $1.55M and bringing the position to 236,761 shares worth $30M. The position accounts for 0.2% of the portfolio, ranked #84.
IFM Investors first reported a position in DUK in Q4 2016 and has held it in 39 quarters since. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- IFM Investors held 236,761 shares of Duke Energy worth $30M as of Q2 2026.
- IFM Investors bought 12,300 Duke Energy shares in Q2 2026, an estimated $1.55M.
- Duke Energy made up 0.2% of IFM Investors's portfolio in Q2 2026, its #84 holding.
- IFM Investors first reported a position in Duke Energy in Q4 2016 and has held it in 39 quarters since.
- 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.