Investors Asset Management of Georgia’s Duke Energy DUK Stock Holding History

Investors Asset Management of Georgia’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	$454K	Hold	3,586	–	–	0.16%	127
2026 Q1	$470K	Hold	3,586	–	–	0.19%	120
2025 Q4	$420K	Sell	3,586 -9	-0.3%	-$1.1K	0.17%	121
2025 Q3	$445K	Buy	3,595 +667	+23%	+$80.9K	0.19%	111
2025 Q2	$345K	Buy	2,928 +66	+2%	+$7.79K	0.16%	121
2025 Q1	$349K	Sell	2,862 -83	-3%	-$9.46K	0.18%	114
2024 Q4	$317K	Hold	2,945	–	–	0.15%	121
2024 Q3	$340K	Hold	2,945	–	–	0.16%	120
2024 Q2	$295K	Hold	2,945	–	–	0.14%	128
2024 Q1	$285K	Buy	2,945 +50	+2%	+$4.74K	0.13%	128
2023 Q4	$281K	Sell	2,895 -10,115	-78%	-$920K	0.14%	126
2023 Q3	$664K	Buy	13,010 +9,715	+295%	+$891K	0.37%	74
2023 Q2	$296K	Hold	3,295	–	–	0.15%	124
2023 Q1	$318K	Buy	3,295 +37	+1%	+$3.65K	0.17%	121
2022 Q4	$336K	Hold	3,258	–	–	0.17%	118
2022 Q3	$303K	Buy	3,258 +349	+12%	+$37.5K	0.16%	125
2022 Q2	$312K	Hold	2,909	–	–	0.16%	121
2022 Q1	$325K	Hold	2,909	–	–	0.16%	131
2021 Q4	$305K	Sell	2,909 -8	-0.3%	-$811	0.15%	135
2021 Q3	$285K	Hold	2,917	–	–	0.15%	133
2021 Q2	$288K	Buy	2,917 +43	+1%	+$4.32K	0.15%	134
2021 Q1	$277K	Hold	2,874	–	–	0.16%	131
2020 Q4	$263K	Hold	2,874	–	–	0.18%	119
2020 Q3	$255K	Hold	2,874	–	–	0.17%	113
2020 Q2	$230K	Sell	2,874 -170	-6%	-$14.4K	0.16%	118
2020 Q1	$246K	Sell	3,044 -706	-19%	-$64.8K	0.2%	106
2019 Q4	$342K	Sell	3,750 -266	-7%	-$24.4K	0.21%	109
2019 Q3	$385K	Buy	4,016 +111	+3%	+$10.1K	0.25%	94
2019 Q2	$345K	Buy	3,905 +15	+0.4%	+$1.33K	0.23%	100
2019 Q1	$350K	Hold	3,890	–	–	0.24%	93
2018 Q4	$336K	Buy	3,890 +50	+1%	+$4.26K	0.27%	93
2018 Q3	$307K	Sell	3,840 -1,000	-21%	-$80.9K	0.21%	117
2018 Q2	$383K	Sell	4,840 -50	-1%	-$3.85K	0.28%	94
2018 Q1	$379K	Sell	4,890 -166	-3%	-$12.8K	0.28%	93
2017 Q4	$425K	Sell	5,056 -53	-1%	-$4.63K	0.3%	83
2017 Q3	$429K	Sell	5,109 -333	-6%	-$28.5K	0.32%	78
2017 Q2	$455K	Hold	5,442	–	–	0.31%	74
2017 Q1	$446K	Hold	5,442	–	–	0.31%	72
2016 Q4	$422K	Buy	5,442 +434	+9%	+$33.2K	0.31%	73
2016 Q3	$401K	Buy	5,008 +53	+1%	+$4.39K	0.3%	73
2016 Q2	$425K	Hold	4,955	–	–	0.33%	67
2016 Q1	$400K	Hold	4,955	–	–	0.33%	68
2015 Q4	$354K	Hold	4,955	–	–	0.3%	81
2015 Q3	$356K	Hold	4,955	–	–	0.32%	74
2015 Q2	$350K	Sell	4,955 -50	-1%	-$3.78K	0.3%	77
2015 Q1	$384K	Hold	5,005	–	–	0.32%	77
2014 Q4	$418K	Buy	+5,005	New	+$404K	0.36%	69

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Investors Asset Management of Georgia's DUK Position: Q2 2026 in Review

Investors Asset Management of Georgia held its Duke Energy (DUK) position steady in Q2 2026 at 3,586 shares worth $454K. The position accounts for 0.16% of the portfolio, ranked #127.

Investors Asset Management of Georgia first reported a position in DUK in Q4 2014 and has held it in 47 quarters since. The position peaked at $664K in Q3 2023. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Investors Asset Management of Georgia held 3,586 shares of Duke Energy worth $454K as of Q2 2026.
Investors Asset Management of Georgia left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.16% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #127 holding.
Investors Asset Management of Georgia first reported a position in Duke Energy in Q4 2014 and has held it in 47 quarters since.
Investors Asset Management of Georgia's Duke Energy position peaked at $664K in Q3 2023.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.