IRC
DUK icon

Investors Research Corp’s Duke Energy DUK Stock Holding History

Investors Research Corp’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 		$75.9K Hold
600
– – 0.01% 356
2026
Q1 		$78.6K Hold
600
– – 0.02% 351
2025
Q4 		$70.3K Sell
600
-300
-33% -$36.6K 0.01% 402
2025
Q3 		$111K Sell
900
-99
-10% -$12K 0.02% 354
2025
Q2 		$118K Hold
999
– – 0.02% 361
2025
Q1 		$122K Sell
999
-1
-0.1% -$114 0.03% 357
2024
Q4 		$108K Hold
1,000
– – 0.02% 383
2024
Q3 		$115K Sell
1,000
-310
-24% -$34.5K 0.03% 371
2024
Q2 		$131K Hold
1,310
– – 0.03% 365
2024
Q1 		$127K Hold
1,310
– – 0.03% 376
2023
Q4 		$127K Hold
1,310
– – 0.03% 396
2023
Q3 		$116K Hold
1,310
– – 0.03% 386
2023
Q2 		$118K Hold
1,310
– – 0.03% 389
2023
Q1 		$126K Hold
1,310
– – 0.03% 381
2022
Q4 		$135K Hold
1,310
– – 0.04% 374
2022
Q3 		$122K Buy
1,310
+1,295
+8,633% +$139K 0.04% 368
2022
Q2 		$2K Hold
15
– – ﹤0.01% 972
2022
Q1 		$2K Buy
+15
New +$1.56K ﹤0.01% 930
2020
Q1 		– Sell
-916
Closed -$84K – 1126
2019
Q4 		$84K Hold
916
– – 0.04% 433
2019
Q3 		$88K Hold
916
– – 0.04% 420
2019
Q2 		$81K Hold
916
– – 0.04% 420
2019
Q1 		$82K Buy
+916
New +$80.8K 0.04% 419

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
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
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

Investors Research Corp's DUK Position: Q2 2026 in Review

Investors Research Corp held its Duke Energy (DUK) position steady in Q2 2026 at 600 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #356.

Investors Research Corp first reported a position in DUK in Q1 2019 and has held it in 22 quarters since. The position peaked at $135K in Q4 2022. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Investors Research Corp held 600 shares of Duke Energy worth $75.9K as of Q2 2026.
  • Investors Research Corp left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #356 holding.
  • Investors Research Corp first reported a position in Duke Energy in Q1 2019 and has held it in 22 quarters since.
  • Investors Research Corp's Duke Energy position peaked at $135K in Q4 2022.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.