L. Roy Papp & Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $347K | Hold |
2,740
| – | – | 0.04% | 154 |
|
|
2026
Q1 | $359K | Buy |
2,740
+250
| +10% | +$31.3K | 0.04% | 146 |
|
|
2025
Q4 | $292K | Hold |
2,490
| – | – | 0.03% | 160 |
|
|
2025
Q3 | $308K | Buy |
2,490
+250
| +11% | +$30.3K | 0.03% | 156 |
|
|
2025
Q2 | $264K | Sell |
2,240
-26
| -1% | -$3.07K | 0.03% | 159 |
|
|
2025
Q1 | $276K | Hold |
2,266
| – | – | 0.03% | 154 |
|
|
2024
Q4 | $244K | Hold |
2,266
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $261K | Buy |
2,266
+131
| +6% | +$14.6K | 0.03% | 154 |
|
|
2024
Q2 | $214K | Hold |
2,135
| – | – | 0.03% | 169 |
|
|
2024
Q1 | $206K | Hold |
2,135
| – | – | 0.02% | 175 |
|
|
2023
Q4 | $207K | Buy |
+2,135
| New | +$194K | 0.03% | 170 |
|
|
2023
Q2 | – | Sell |
-2,135
| Closed | -$206K | – | 170 |
|
|
2023
Q1 | $206K | Hold |
2,135
| – | – | 0.03% | 167 |
|
|
2022
Q4 | $220K | Buy |
+2,135
| New | +$205K | 0.03% | 161 |
|
|
2022
Q3 | – | Sell |
-2,135
| Closed | -$229K | – | 167 |
|
|
2022
Q2 | $229K | Sell |
2,135
-65
| -3% | -$7.15K | 0.03% | 159 |
|
|
2022
Q1 | $246K | Hold |
2,200
| – | – | 0.03% | 160 |
|
|
2021
Q4 | $231K | Hold |
2,200
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $215K | Hold |
2,200
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $217K | Hold |
2,200
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $212K | Sell |
2,200
-130
| -6% | -$11.9K | 0.03% | 165 |
|
|
2020
Q4 | $213K | Sell |
2,330
-527
| -18% | -$48.7K | 0.02% | 172 |
|
|
2020
Q3 | $253K | Hold |
2,857
| – | – | 0.03% | 154 |
|
|
2020
Q2 | $228K | Hold |
2,857
| – | – | 0.03% | 154 |
|
|
2020
Q1 | $231K | Hold |
2,857
| – | – | 0.04% | 139 |
|
|
2019
Q4 | $261K | Hold |
2,857
| – | – | 0.04% | 152 |
|
|
2019
Q3 | $274K | Hold |
2,857
| – | – | 0.04% | 145 |
|
|
2019
Q2 | $252K | Hold |
2,857
| – | – | 0.04% | 153 |
|
|
2019
Q1 | $257K | Sell |
2,857
-108
| -4% | -$9.52K | 0.05% | 134 |
|
|
2018
Q4 | $256K | Hold |
2,965
| – | – | 0.05% | 128 |
|
|
2018
Q3 | $237K | Hold |
2,965
| – | – | 0.04% | 149 |
|
|
2018
Q2 | $234K | Hold |
2,965
| – | – | 0.04% | 147 |
|
|
2018
Q1 | $230K | Sell |
2,965
-1,200
| -29% | -$92.8K | 0.04% | 148 |
|
|
2017
Q4 | $350K | Buy |
4,165
+1,250
| +43% | +$109K | 0.07% | 123 |
|
|
2017
Q3 | $245K | Hold |
2,915
| – | – | 0.05% | 119 |
|
|
2017
Q2 | $244K | Hold |
2,915
| – | – | 0.05% | 133 |
|
|
2017
Q1 | $239K | Sell |
2,915
-257
| -8% | -$20.4K | 0.05% | 123 |
|
|
2016
Q4 | $246K | Buy |
3,172
+187
| +6% | +$14.3K | 0.06% | 138 |
|
|
2016
Q3 | $239K | Buy |
2,985
+150
| +5% | +$12.4K | 0.06% | 134 |
|
|
2016
Q2 | $243K | Buy |
2,835
+70
| +3% | +$5.59K | 0.06% | 138 |
|
|
2016
Q1 | $223K | Buy |
+2,765
| New | +$209K | 0.05% | 138 |
|
Other funds holding DUK
SP
COPPSERS
BCWM
FWIA
ETC
ORIO
L. Roy Papp & Associates's DUK Position: Q2 2026 in Review
L. Roy Papp & Associates held its Duke Energy (DUK) position steady in Q2 2026 at 2,740 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #154.
L. Roy Papp & Associates first reported a position in DUK in Q1 2016 and has held it in 39 quarters since. The position peaked at $359K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- L. Roy Papp & Associates held 2,740 shares of Duke Energy worth $347K as of Q2 2026.
- L. Roy Papp & Associates left its Duke Energy share count unchanged in Q2 2026.
- Duke Energy made up 0.04% of L. Roy Papp & Associates's portfolio in Q2 2026, its #154 holding.
- L. Roy Papp & Associates first reported a position in Duke Energy in Q1 2016 and has held it in 39 quarters since.
- L. Roy Papp & Associates's Duke Energy position peaked at $359K in Q1 2026.
- 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.