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M.E. Allison & Co’s Duke Energy DUK Stock Holding History

M.E. Allison & Co’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 		$275K Sell
2,173
-25
-1% -$3.15K 0.16% 159
2026
Q1 		$288K Buy
2,198
+2
+0.1% +$250 0.19% 140
2025
Q4 		$257K Sell
2,196
-294
-12% -$35.9K 0.17% 143
2025
Q3 		$308K Sell
2,490
-102
-4% -$12.4K 0.21% 125
2025
Q2 		$306K Buy
2,592
+205
+9% +$24.2K 0.25% 114
2025
Q1 		$291K Buy
2,387
+2
+0.1% +$228 0.29% 105
2024
Q4 		$257K Buy
+2,385
New +$270K 0.28% 109

Other funds holding DUK

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
Wealth Enhancement Advisory Services
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

M.E. Allison & Co's DUK Position: Q2 2026 in Review

M.E. Allison & Co reduced its Duke Energy (DUK) stake by 1.1% in Q2 2026, selling an estimated $3.15K and leaving 2,173 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #159.

M.E. Allison & Co first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q3 2025. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • M.E. Allison & Co held 2,173 shares of Duke Energy worth $275K as of Q2 2026.
  • M.E. Allison & Co sold 25 Duke Energy shares in Q2 2026, an estimated $3.15K.
  • Duke Energy made up 0.16% of M.E. Allison & Co's portfolio in Q2 2026, its #159 holding.
  • M.E. Allison & Co first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • M.E. Allison & Co's Duke Energy position peaked at $308K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.