MFIM
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Mesirow Financial Investment Management’s Duke Energy DUK Stock Holding History

Mesirow Financial Investment 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 		$1.41M Sell
11,103
-107
-1% -$13.5K 0.02% 244
2026
Q1 		$1.47M Buy
11,210
+905
+9% +$113K 0.02% 226
2025
Q4 		$1.21M Sell
10,305
-1,984
-16% -$242K 0.02% 223
2025
Q3 		$1.52M Buy
12,289
+12
+0.1% +$1.46K 0.03% 226
2025
Q2 		$1.45M Buy
12,277
+25
+0.2% +$2.95K 0.03% 226
2025
Q1 		$1.49M Sell
12,252
-70
-0.6% -$7.98K 0.03% 223
2024
Q4 		$1.33M Buy
12,322
+111
+0.9% +$12.6K 0.03% 235
2024
Q3 		$1.41M Buy
12,211
+168
+1% +$18.7K 0.03% 229
2024
Q2 		$1.21M Buy
12,043
+177
+1% +$17.7K 0.03% 230
2024
Q1 		$1.15M Buy
11,866
+1,088
+10% +$103K 0.03% 237
2023
Q4 		$1.05M Buy
+10,778
New +$980K 0.04% 218

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mesirow Financial Investment Management's DUK Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Duke Energy (DUK) stake by 0.95% in Q2 2026, selling an estimated $13.5K and leaving 11,103 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #244.

Mesirow Financial Investment Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mesirow Financial Investment Management held 11,103 shares of Duke Energy worth $1.41M as of Q2 2026.
  • Mesirow Financial Investment Management sold 107 Duke Energy shares in Q2 2026, an estimated $13.5K.
  • Duke Energy made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #244 holding.
  • Mesirow Financial Investment Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Duke Energy position peaked at $1.52M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.