Lipe & Dalton’s Duke Energy DUK Stock Holding History

Lipe & Dalton’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 Q3	–	Sell	-243	Closed	-$31K	–	95
2026 Q2	$31K	Hold	243	–	–	0.01%	88
2026 Q1	$32K	Hold	243	–	–	0.02%	86
2025 Q4	$28K	Hold	243	–	–	0.01%	91
2025 Q3	$30K	Hold	243	–	–	0.01%	88
2025 Q2	$29K	Sell	243 -100	-29%	-$11.8K	0.02%	86
2025 Q1	$42K	Hold	343	–	–	0.02%	84
2024 Q4	$37K	Hold	343	–	–	0.02%	88
2024 Q3	$40K	Hold	343	–	–	0.02%	96
2024 Q2	$34K	Hold	343	–	–	0.02%	95
2024 Q1	$33K	Hold	343	–	–	0.02%	99
2023 Q4	$33K	Hold	343	–	–	0.02%	96
2023 Q3	$30K	Hold	343	–	–	0.02%	94
2023 Q2	$31K	Hold	343	–	–	0.02%	96
2023 Q1	$33K	Hold	343	–	–	0.02%	94
2022 Q4	$35K	Buy	343 +100	+41%	+$9.6K	0.02%	93
2022 Q3	$23K	Hold	243	–	–	0.01%	98
2022 Q2	$26K	Hold	243	–	–	0.02%	94
2022 Q1	$27K	Sell	243 -208	-46%	-$21.6K	0.01%	100
2021 Q4	$47K	Buy	451 +208	+86%	+$21.1K	0.02%	98
2021 Q3	$24K	Hold	243	–	–	0.01%	101
2021 Q2	$24K	Hold	243	–	–	0.01%	104
2021 Q1	$23K	Hold	243	–	–	0.01%	98
2020 Q4	$22K	Buy	+243	New	+$22.5K	0.01%	95
2020 Q2	–	Sell	-243	Closed	-$20K	–	100
2020 Q1	$20K	Hold	243	–	–	0.02%	92
2019 Q4	$22K	Hold	243	–	–	0.01%	100
2019 Q3	$23K	Hold	243	–	–	0.02%	100
2019 Q2	$21K	Buy	+243	New	+$21.5K	0.02%	95

Other funds holding DUK

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Lipe & Dalton's DUK Position: Q3 2026 in Review

Lipe & Dalton sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 243 shares — an estimated $31K sold.

Lipe & Dalton first reported a position in DUK in Q2 2019 and held it in 27 quarters. The position peaked at $47K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Lipe & Dalton reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
Lipe & Dalton sold 243 Duke Energy shares in Q3 2026, an estimated $31K.
Lipe & Dalton first reported a position in Duke Energy in Q2 2019 and held it in 27 quarters.
Lipe & Dalton's Duke Energy position peaked at $47K in Q4 2021.
1,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.