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Liberty Capital Management’s Duke Energy DUK Stock Holding History

Liberty Capital 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 		$249K Buy
+1,964
New +$248K 0.04% 170
2025
Q4 		$247K Hold
2,105
– – 0.05% 157
2025
Q3 		$260K Hold
2,105
– – 0.05% 153
2025
Q2 		$248K Buy
2,105
+114
+6% +$13.5K 0.05% 153
2025
Q1 		$243K Buy
+1,991
New +$227K 0.05% 149
2024
Q4 		– Sell
-1,850
Closed -$213K – 160
2024
Q3 		$213K Sell
1,850
-190
-9% -$21.1K 0.05% 153
2024
Q2 		$204K Buy
+2,040
New +$204K 0.05% 153
2023
Q1 		– Sell
-2,050
Closed -$211K – 137
2022
Q4 		$211K Buy
+2,050
New +$197K 0.07% 133
2022
Q3 		– Sell
-2,050
Closed -$220K – 131
2022
Q2 		$220K Hold
2,050
– – 0.08% 122
2022
Q1 		$229K Hold
2,050
– – 0.07% 128
2021
Q4 		$215K Hold
2,050
– – 0.06% 131
2021
Q3 		$200K Hold
2,050
– – 0.06% 124
2021
Q2 		$202K Sell
2,050
-187
-8% -$18.8K 0.06% 124
2021
Q1 		$216K Hold
2,237
– – 0.07% 120
2020
Q4 		$205K Buy
+2,237
New +$207K 0.07% 119
2018
Q1 		– Sell
-2,050
Closed -$162K – 134
2017
Q4 		$162K Buy
2,050
+100
+5% +$8.73K 0.09% 127
2017
Q3 		$171K Hold
1,950
– – 0.09% 127
2017
Q2 		$162K Hold
1,950
– – 0.1% 120
2017
Q1 		$160K Buy
1,950
+450
+30% +$35.8K 0.1% 118
2016
Q4 		$116K Buy
1,500
+500
+50% +$38.3K 0.08% 122
2016
Q3 		$77K Sell
1,000
-1,356
-58% -$112K 0.05% 136
2016
Q2 		$202K Buy
+2,356
New +$188K 0.14% 106

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
MF
Milford Funds Auckland $6.14B AUM

Liberty Capital Management's DUK Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Duke Energy (DUK) in Q2 2026: 1,964 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in DUK as recently as Q4 2025.

Liberty Capital Management first reported a position in DUK in Q2 2016 and has held it in 22 quarters since. The position peaked at $260K in Q3 2025. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Liberty Capital Management held 1,964 shares of Duke Energy worth $249K as of Q2 2026.
  • Duke Energy was a new Liberty Capital Management position in Q2 2026.
  • Duke Energy made up 0.04% of Liberty Capital Management's portfolio in Q2 2026, its #170 holding.
  • Liberty Capital Management first reported a position in Duke Energy in Q2 2016 and has held it in 22 quarters since.
  • Liberty Capital Management's Duke Energy position peaked at $260K in Q3 2025.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.