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New York Life Investment Management’s Duke Energy DUK Stock Holding History

New York Life 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 		$13.7M Buy
108,609
+544
+0.5% +$68.6K 0.1% 168
2026
Q1 		$14.2M Buy
108,065
+1,398
+1% +$175K 0.12% 152
2025
Q4 		$12.5M Buy
106,667
+1,019
+1% +$124K 0.11% 158
2025
Q3 		$13.1M Sell
105,648
-138
-0.1% -$16.7K 0.12% 164
2025
Q2 		$12.5M Buy
105,786
+2,072
+2% +$244K 0.12% 161
2025
Q1 		$12.6M Buy
103,714
+146
+0.1% +$16.6K 0.13% 148
2024
Q4 		$11.2M Buy
103,568
+1,006
+1% +$114K 0.11% 166
2024
Q3 		$11.8M Sell
102,562
-3,359
-3% -$374K 0.12% 166
2024
Q2 		$10.6M Buy
105,921
+660
+0.6% +$66K 0.11% 177
2024
Q1 		$10.2M Sell
105,261
-3,965
-4% -$376K 0.1% 185
2023
Q4 		$10.6M Sell
109,226
-823
-0.7% -$74.9K 0.11% 166
2023
Q3 		$9.71M Buy
110,049
+740
+0.7% +$67.8K 0.11% 176
2023
Q2 		$9.81M Buy
109,309
+172
+0.2% +$16.2K 0.1% 180
2023
Q1 		$10.5M Sell
109,137
-27,476
-20% -$2.71M 0.12% 174
2022
Q4 		$14.1M Sell
136,613
-516
-0.4% -$49.5K 0.16% 146
2022
Q3 		$12.8M Sell
137,129
-820
-0.6% -$88.1K 0.15% 143
2022
Q2 		$14.8M Buy
+137,949
New +$15.2M 0.17% 126
2015
Q4 		– Sell
-900
Closed -$65K – 104
2015
Q3 		$65K Sell
900
-900
-50% -$65.2K 0.01% 237
2015
Q2 		$127K Hold
1,800
– – 0.01% 220
2015
Q1 		$138K Hold
1,800
– – 0.02% 213
2014
Q4 		$150K Buy
+1,800
New +$145K 0.02% 230

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New York Life Investment Management's DUK Position: Q2 2026 in Review

New York Life Investment Management increased its Duke Energy (DUK) stake by 0.5% in Q2 2026, buying an estimated $68.6K and bringing the position to 108,609 shares worth $13.7M. The position accounts for 0.1% of the portfolio, ranked #168.

New York Life Investment Management first reported a position in DUK in Q4 2014 and has held it in 21 quarters since. The position peaked at $14.8M in Q2 2022. 1,854 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • New York Life Investment Management held 108,609 shares of Duke Energy worth $13.7M as of Q2 2026.
  • New York Life Investment Management bought 544 Duke Energy shares in Q2 2026, an estimated $68.6K.
  • Duke Energy made up 0.1% of New York Life Investment Management's portfolio in Q2 2026, its #168 holding.
  • New York Life Investment Management first reported a position in Duke Energy in Q4 2014 and has held it in 21 quarters since.
  • New York Life Investment Management's Duke Energy position peaked at $14.8M in Q2 2022.
  • 1,854 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.