IIM
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InTrack Investment Management’s Duke Energy DUK Stock Holding History

InTrack 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 		$2.03M Buy
16,012
+724
+5% +$91.3K 1% 31
2026
Q1 		$2M Buy
15,288
+15
+0.1% +$1.88K 1.14% 28
2025
Q4 		$1.79M Buy
15,273
+1,465
+11% +$179K 1% 36
2025
Q3 		$1.71M Buy
13,808
+1,808
+15% +$219K 1.02% 34
2025
Q2 		$1.42M Buy
12,000
+2,707
+29% +$319K 0.95% 38
2025
Q1 		$1.13M Buy
9,293
+380
+4% +$43.3K 1.03% 34
2024
Q4 		$952K Buy
8,913
+1,660
+23% +$188K 0.66% 51
2024
Q3 		$836K Sell
7,253
-500
-6% -$55.6K 0.59% 53
2024
Q2 		$777K Sell
7,753
-1,850
-19% -$185K 0.55% 53
2024
Q1 		$929K Sell
9,603
-360
-4% -$34.2K 0.69% 48
2023
Q4 		$967K Sell
9,963
-320
-3% -$29.1K 0.73% 46
2023
Q3 		$908K Buy
10,283
+2,342
+29% +$215K 0.8% 38
2023
Q2 		$713K Sell
7,941
-1,168
-13% -$110K 0.58% 63
2023
Q1 		$877K Buy
9,109
+1,217
+15% +$120K 0.8% 40
2022
Q4 		$813K Buy
7,892
+885
+13% +$85K 0.81% 43
2022
Q3 		$652K Buy
+7,007
New +$753K 0.72% 49

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

InTrack Investment Management's DUK Position: Q2 2026 in Review

InTrack Investment Management increased its Duke Energy (DUK) stake by 4.7% in Q2 2026, buying an estimated $91.3K and bringing the position to 16,012 shares worth $2.03M. The position accounts for 1% of the portfolio, ranked #31.

InTrack Investment Management first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. 642 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • InTrack Investment Management held 16,012 shares of Duke Energy worth $2.03M as of Q2 2026.
  • InTrack Investment Management bought 724 Duke Energy shares in Q2 2026, an estimated $91.3K.
  • Duke Energy made up 1% of InTrack Investment Management's portfolio in Q2 2026, its #31 holding.
  • InTrack Investment Management first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
  • 642 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.