McCollum Christoferson Group’s Duke Energy DUK Stock Holding History

McCollum Christoferson Group’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	$516K	Hold	4,079	–	–	0.15%	57
2026 Q1	$534K	Hold	4,079	–	–	0.16%	54
2025 Q4	$478K	Hold	4,079	–	–	0.14%	53
2025 Q3	$505K	Buy	+4,079	New	+$495K	0.14%	48
2020 Q4	–	Sell	-5,035	Closed	-$446K	–	71
2020 Q3	$446K	Sell	5,035 -13	-0.3%	-$1.07K	0.13%	55
2020 Q2	$403K	Sell	5,048 -367	-7%	-$31K	0.13%	55
2020 Q1	$438K	Buy	+5,415	New	+$497K	0.18%	55

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

McCollum Christoferson Group's DUK Position: Q2 2026 in Review

McCollum Christoferson Group held its Duke Energy (DUK) position steady in Q2 2026 at 4,079 shares worth $516K. The position accounts for 0.15% of the portfolio, ranked #57.

McCollum Christoferson Group first reported a position in DUK in Q1 2020 and has held it in 7 quarters since. The position peaked at $534K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

McCollum Christoferson Group held 4,079 shares of Duke Energy worth $516K as of Q2 2026.
McCollum Christoferson Group left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.15% of McCollum Christoferson Group's portfolio in Q2 2026, its #57 holding.
McCollum Christoferson Group first reported a position in Duke Energy in Q1 2020 and has held it in 7 quarters since.
McCollum Christoferson Group's Duke Energy position peaked at $534K in Q1 2026.
1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.