Newman Dignan & Sheerar Inc’s Duke Energy DUK Stock Holding History

Newman Dignan & Sheerar Inc’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	$222K	Hold	1,753	–	–	0.04%	190
2026 Q1	$230K	Buy	1,753 +34	+2%	+$4.25K	0.05%	181
2025 Q4	$201K	Sell	1,719 -25	-1%	-$3.05K	0.04%	188
2025 Q3	$216K	Hold	1,744	–	–	0.05%	176
2025 Q2	$206K	Buy	+1,744	New	+$206K	0.05%	180
2023 Q4	–	Sell	-2,931	Closed	-$259K	–	180
2023 Q3	$259K	Hold	2,931	–	–	0.08%	143
2023 Q2	$263K	Hold	2,931	–	–	0.08%	153
2023 Q1	$283K	Hold	2,931	–	–	0.09%	152
2022 Q4	$302K	Hold	2,931	–	–	0.1%	147
2022 Q3	$273	Buy	2,931 +93	+3%	+$9.99K	0.04%	146
2022 Q2	$304K	Hold	2,838	–	–	0.1%	148
2022 Q1	$317	Sell	2,838 -317	-10%	-$32.9K	0.06%	143
2021 Q4	$331K	Hold	3,155	–	–	0.1%	149
2021 Q3	$308K	Buy	+3,155	New	+$327K	0.09%	150

Other funds holding DUK

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Newman Dignan & Sheerar Inc's DUK Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its Duke Energy (DUK) position steady in Q2 2026 at 1,753 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #190.

Newman Dignan & Sheerar Inc first reported a position in DUK in Q3 2021 and has held it in 14 quarters since. The position peaked at $331K in Q4 2021. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Newman Dignan & Sheerar Inc held 1,753 shares of Duke Energy worth $222K as of Q2 2026.
Newman Dignan & Sheerar Inc left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.04% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #190 holding.
Newman Dignan & Sheerar Inc first reported a position in Duke Energy in Q3 2021 and has held it in 14 quarters since.
Newman Dignan & Sheerar Inc's Duke Energy position peaked at $331K in Q4 2021.
722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.