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

Ipswich 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 Sell
16,063
-687
-4% -$86.7K 0.43% 54
2026
Q1 		$2.19M Sell
16,750
-140
-0.8% -$17.5K 0.52% 47
2025
Q4 		$1.98M Sell
16,890
-219
-1% -$26.7K 0.46% 53
2025
Q3 		$2.12M Sell
17,109
-878
-5% -$107K 0.49% 48
2025
Q2 		$2.12M Hold
17,987
– – 0.51% 45
2025
Q1 		$2.19M Buy
17,987
+215
+1% +$24.5K 0.54% 47
2024
Q4 		$1.91M Sell
17,772
-193
-1% -$21.9K 0.46% 54
2024
Q3 		$2.07M Buy
17,965
+15
+0.1% +$1.67K 0.48% 50
2024
Q2 		$1.8M Sell
17,950
-198
-1% -$19.8K 0.42% 54
2024
Q1 		$1.76M Buy
18,148
+634
+4% +$60.1K 0.41% 57
2023
Q4 		$1.7M Buy
17,514
+144
+0.8% +$13.1K 0.43% 58
2023
Q3 		$1.53M Sell
17,370
-179
-1% -$16.4K 0.42% 61
2023
Q2 		$1.57M Buy
17,549
+90
+0.5% +$8.49K 0.41% 63
2023
Q1 		$1.68M Buy
17,459
+350
+2% +$34.6K 0.46% 61
2022
Q4 		$1.76M Buy
17,109
+20
+0.1% +$1.92K 0.5% 58
2022
Q3 		$1.59M Sell
17,089
-538
-3% -$57.8K 0.51% 61
2022
Q2 		$1.89M Buy
17,627
+150
+0.9% +$16.5K 0.54% 57
2022
Q1 		$1.95M Sell
17,477
-775
-4% -$80.5K 0.48% 61
2021
Q4 		$1.92M Buy
18,252
+125
+0.7% +$12.7K 0.45% 64
2021
Q3 		$1.77M Buy
18,127
+125
+0.7% +$12.9K 0.45% 66
2021
Q2 		$1.78M Hold
18,002
– – 0.45% 64
2021
Q1 		$1.74M Sell
18,002
-4,804
-21% -$438K 0.49% 62
2020
Q4 		$2.09M Sell
22,806
-2,150
-9% -$199K 0.63% 50
2020
Q3 		$2.21M Sell
24,956
-225
-0.9% -$18.5K 0.71% 48
2020
Q2 		$2.01M Sell
25,181
-1,616
-6% -$137K 0.69% 46
2020
Q1 		$2.17M Sell
26,797
-755
-3% -$69.3K 0.85% 40
2019
Q4 		$2.51M Sell
27,552
-110
-0.4% -$10.1K 0.74% 47
2019
Q3 		$2.65M Buy
27,662
+130
+0.5% +$11.8K 0.85% 42
2019
Q2 		$2.43M Sell
27,532
-250
-0.9% -$22.1K 0.78% 43
2019
Q1 		$2.5M Sell
27,782
-88
-0.3% -$7.76K 0.82% 41
2018
Q4 		$2.4M Sell
27,870
-284
-1% -$24.2K 0.88% 38
2018
Q3 		$2.25M Sell
28,154
-74
-0.3% -$5.98K 0.76% 44
2018
Q2 		$2.23M Buy
28,228
+909
+3% +$69.9K 1.03% 39
2018
Q1 		$2.12M Buy
27,319
+515
+2% +$39.8K 0.89% 39
2017
Q4 		$2.25M Sell
26,804
-214
-0.8% -$18.7K 0.95% 34
2017
Q3 		$2.27M Sell
27,018
-138
-0.5% -$11.8K 1.02% 32
2017
Q2 		$2.27M Sell
27,156
-295
-1% -$24.8K 1.06% 32
2017
Q1 		$2.25M Buy
27,451
+300
+1% +$23.8K 0.98% 38
2016
Q4 		$2.11M Sell
27,151
-1,153
-4% -$88.3K 0.95% 40
2016
Q3 		$2.27M Sell
28,304
-104
-0.4% -$8.61K 1.11% 35
2016
Q2 		$2.44M Sell
28,408
-5,476
-16% -$438K 1.21% 33
2016
Q1 		$2.71M Buy
33,884
+56
+0.2% +$4.24K 1.29% 26
2015
Q4 		$2.42M Buy
33,828
+2,582
+8% +$182K 1.09% 39
2015
Q3 		$2.25M Buy
31,246
+532
+2% +$38.5K 1.07% 39
2015
Q2 		$2.17M Sell
30,714
-892
-3% -$67.4K 0.98% 42
2015
Q1 		$2.43M Sell
31,606
-1,283
-4% -$104K 1.06% 37
2014
Q4 		$2.75M Sell
32,889
-1,887
-5% -$152K 1.17% 34
2014
Q3 		$2.6M Buy
34,776
+1,758
+5% +$128K 1.11% 40
2014
Q2 		$2.45M Sell
33,018
-1,451
-4% -$104K 0.95% 43
2014
Q1 		$2.46M Sell
34,469
-1,026
-3% -$71.5K 1.06% 40
2013
Q4 		$2.45M Sell
35,495
-124
-0.3% -$8.68K 1.02% 41
2013
Q3 		$2.38M Sell
35,619
-825
-2% -$56.3K 1.07% 38
2013
Q2 		$2.46M Buy
+36,444
New +$2.58M 1.06% 39

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Ipswich Investment Management reduced its Duke Energy (DUK) stake by 4.1% in Q2 2026, selling an estimated $86.7K and leaving 16,063 shares worth $2.03M. The position accounts for 0.43% of the portfolio, ranked #54.

Ipswich Investment Management first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.75M in Q4 2014. 877 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ipswich Investment Management held 16,063 shares of Duke Energy worth $2.03M as of Q2 2026.
  • Ipswich Investment Management sold 687 Duke Energy shares in Q2 2026, an estimated $86.7K.
  • Duke Energy made up 0.43% of Ipswich Investment Management's portfolio in Q2 2026, its #54 holding.
  • Ipswich Investment Management first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's Duke Energy position peaked at $2.75M in Q4 2014.
  • 877 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.