LA
DUK icon

Lynch & Associates’s Duke Energy DUK Stock Holding History

Lynch & Associates’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 		$3.96M Buy
31,308
+542
+2% +$68.4K 0.69% 46
2026
Q1 		$4.03M Buy
30,766
+34
+0.1% +$4.25K 0.76% 42
2025
Q4 		$3.6M Sell
30,732
-695
-2% -$84.9K 0.68% 45
2025
Q3 		$3.89M Sell
31,427
-310
-1% -$37.6K 0.75% 43
2025
Q2 		$3.75M Buy
31,737
+795
+3% +$93.8K 0.75% 45
2025
Q1 		$3.77M Sell
30,942
-428
-1% -$48.8K 0.82% 42
2024
Q4 		$3.38M Sell
31,370
-222
-0.7% -$25.1K 0.73% 43
2024
Q3 		$3.64M Buy
31,592
+341
+1% +$38K 0.77% 43
2024
Q2 		$3.13M Sell
31,251
-184
-0.6% -$18.4K 0.71% 43
2024
Q1 		$3.04M Buy
31,435
+329
+1% +$31.2K 0.7% 44
2023
Q4 		$3.02M Sell
31,106
-785
-2% -$71.4K 0.73% 41
2023
Q3 		$2.81M Sell
31,891
-379
-1% -$34.7K 0.74% 41
2023
Q2 		$2.9M Sell
32,270
-558
-2% -$52.7K 0.74% 41
2023
Q1 		$3.17M Sell
32,828
-601
-2% -$59.4K 0.83% 41
2022
Q4 		$3.44M Sell
33,429
-361
-1% -$34.7K 0.9% 40
2022
Q3 		$3.14M Buy
33,790
+182
+0.5% +$19.5K 0.92% 38
2022
Q2 		$3.6M Buy
33,608
+192
+0.6% +$21.1K 0.98% 37
2022
Q1 		$3.73M Buy
33,416
+344
+1% +$35.7K 0.9% 41
2021
Q4 		$3.47M Buy
33,072
+904
+3% +$91.6K 0.82% 41
2021
Q3 		$3.14M Buy
32,168
+235
+0.7% +$24.3K 0.81% 40
2021
Q2 		$3.15M Sell
31,933
-138
-0.4% -$13.9K 0.81% 40
2021
Q1 		$3.1M Sell
32,071
-467
-1% -$42.6K 0.84% 39
2020
Q4 		$2.98M Buy
32,538
+249
+0.8% +$23K 0.81% 40
2020
Q3 		$2.86M Sell
32,289
-531
-2% -$43.8K 0.86% 36
2020
Q2 		$2.62M Sell
32,820
-89
-0.3% -$7.52K 0.85% 37
2020
Q1 		$2.66M Buy
32,909
+749
+2% +$68.8K 0.98% 33
2019
Q4 		$2.93M Sell
32,160
-201
-0.6% -$18.4K 0.84% 40
2019
Q3 		$3.1M Buy
32,361
+7
+0% +$637 0.95% 36
2019
Q2 		$2.85M Buy
32,354
+894
+3% +$79K 0.93% 37
2019
Q1 		$2.83M Sell
31,460
-103
-0.3% -$9.08K 0.94% 37
2018
Q4 		$2.72M Buy
31,563
+76
+0.2% +$6.47K 1.02% 35
2018
Q3 		$2.52M Buy
31,487
+4,265
+16% +$345K 0.85% 40
2018
Q2 		$2.15M Sell
27,222
-1,413
-5% -$109K 0.78% 40
2018
Q1 		$2.22M Sell
28,635
-722
-2% -$55.8K 0.85% 41
2017
Q4 		$2.47M Buy
29,357
+1,840
+7% +$161K 0.93% 39
2017
Q3 		$2.31M Sell
27,517
-85
-0.3% -$7.28K 0.92% 38
2017
Q2 		$2.31M Sell
27,602
-882
-3% -$74.1K 0.91% 40
2017
Q1 		$2.34M Buy
28,484
+301
+1% +$23.9K 0.95% 40
2016
Q4 		$2.19M Sell
28,183
-1,776
-6% -$136K 0.92% 39
2016
Q3 		$2.4M Sell
29,959
-164
-0.5% -$13.6K 1.06% 32
2016
Q2 		$2.58M Buy
30,123
+179
+0.6% +$14.3K 1.15% 31
2016
Q1 		$2.42M Buy
29,944
+2,991
+11% +$226K 1.15% 31
2015
Q4 		$1.92M Sell
26,953
-1,568
-5% -$110K 0.99% 36
2015
Q3 		$2.05M Sell
28,521
-148
-0.5% -$10.7K 1.14% 30
2015
Q2 		$2.02M Buy
28,669
+103
+0.4% +$7.78K 1.06% 31
2015
Q1 		$2.19M Buy
28,566
+7,557
+36% +$613K 1.15% 31
2014
Q4 		$1.75M Sell
21,009
-7,673
-27% -$619K 0.94% 37
2014
Q3 		$2.15M Buy
28,682
+1,203
+4% +$87.8K 1.21% 27
2014
Q2 		$2.04M Buy
27,479
+1,014
+4% +$72.9K 1.16% 29
2014
Q1 		$1.89M Buy
26,465
+3,210
+14% +$224K 1.11% 30
2013
Q4 		$1.6M Sell
23,255
-672
-3% -$47K 0.96% 38
2013
Q3 		$1.6M Buy
23,927
+31
+0.1% +$2.12K 1.07% 32
2013
Q2 		$1.61M Buy
+23,896
New +$1.69M 1.11% 30

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

Lynch & Associates's DUK Position: Q2 2026 in Review

Lynch & Associates increased its Duke Energy (DUK) stake by 1.8% in Q2 2026, buying an estimated $68.4K and bringing the position to 31,308 shares worth $3.96M. The position accounts for 0.69% of the portfolio, ranked #46.

Lynch & Associates first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.03M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Lynch & Associates held 31,308 shares of Duke Energy worth $3.96M as of Q2 2026.
  • Lynch & Associates bought 542 Duke Energy shares in Q2 2026, an estimated $68.4K.
  • Duke Energy made up 0.69% of Lynch & Associates's portfolio in Q2 2026, its #46 holding.
  • Lynch & Associates first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Duke Energy position peaked at $4.03M in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.