Koshinski Asset Management’s Duke Energy DUK Stock Holding History

Koshinski Asset 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	$489K	Sell	3,864 -18	-0.5%	-$2.27K	0.03%	466
2026 Q1	$508K	Hold	3,882	–	–	0.03%	431
2025 Q4	$455K	Hold	3,882	–	–	0.03%	452
2025 Q3	$480K	Buy	+3,882	New	+$471K	0.03%	433
2022 Q2	–	Sell	-3,416	Closed	-$186K	–	929
2022 Q1	$186K	Buy	3,416 +398	+13%	+$41.3K	0.02%	607
2021 Q4	$138K	Buy	3,018 +295	+11%	+$29.9K	0.01%	742
2021 Q3	$121K	Buy	+2,723	New	+$282K	0.01%	771
2018 Q3	–	Sell	-6,475	Closed	-$512K	–	530
2018 Q2	$512K	Buy	+6,475	New	+$498K	0.16%	201
2018 Q1	–	Sell	-10,492	Closed	-$883K	–	377
2017 Q4	$883K	Sell	10,492 -739	-7%	-$64.6K	0.22%	159
2017 Q3	$943K	Sell	11,231 -196	-2%	-$16.8K	0.31%	102
2017 Q2	$955K	Sell	11,427 -4,942	-30%	-$415K	0.35%	89
2017 Q1	$1.34M	Buy	16,369 +5,964	+57%	+$474K	0.53%	54
2016 Q4	$808K	Buy	10,405 +250	+2%	+$19.1K	0.4%	84
2016 Q3	$813K	Buy	10,155 +5,023	+98%	+$416K	0.4%	86
2016 Q2	$440K	Buy	+5,132	New	+$410K	0.24%	139

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Koshinski Asset Management's DUK Position: Q2 2026 in Review

Koshinski Asset Management reduced its Duke Energy (DUK) stake by 0.46% in Q2 2026, selling an estimated $2.27K and leaving 3,864 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #466.

Koshinski Asset Management first reported a position in DUK in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2017. 904 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Koshinski Asset Management held 3,864 shares of Duke Energy worth $489K as of Q2 2026.
Koshinski Asset Management sold 18 Duke Energy shares in Q2 2026, an estimated $2.27K.
Duke Energy made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #466 holding.
Koshinski Asset Management first reported a position in Duke Energy in Q2 2016 and has held it in 15 quarters since.
Koshinski Asset Management's Duke Energy position peaked at $1.34M in Q1 2017.
904 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.