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Northside Capital Management’s Duke Energy DUK Stock Holding History

Northside Capital 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 		$8.05M Sell
63,557
-299
-0.5% -$37.7K 0.66% 49
2026
Q1 		$8.36M Sell
63,856
-4,296
-6% -$537K 0.73% 42
2025
Q4 		$7.99M Hold
68,152
– – 0.69% 44
2025
Q3 		$8.43M Buy
+68,152
New +$8.27M 0.77% 37

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
New York State Teachers Retirement System (NYSTRS)
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
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

Northside Capital Management's DUK Position: Q2 2026 in Review

Northside Capital Management reduced its Duke Energy (DUK) stake by 0.47% in Q2 2026, selling an estimated $37.7K and leaving 63,557 shares worth $8.05M. The position accounts for 0.66% of the portfolio, ranked #49.

Northside Capital Management first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.43M in Q3 2025. 832 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Northside Capital Management held 63,557 shares of Duke Energy worth $8.05M as of Q2 2026.
  • Northside Capital Management sold 299 Duke Energy shares in Q2 2026, an estimated $37.7K.
  • Duke Energy made up 0.66% of Northside Capital Management's portfolio in Q2 2026, its #49 holding.
  • Northside Capital Management first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Northside Capital Management's Duke Energy position peaked at $8.43M in Q3 2025.
  • 832 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.