Perpetual Ltd’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $450K | Sell |
3,554
-45
| -1% | -$5.68K | 0.01% | 345 |
|
|
2026
Q1 | $471K | Buy |
3,599
+257
| +8% | +$32.1K | 0.01% | 321 |
|
|
2025
Q4 | $392K | Sell |
3,342
-21
| -0.6% | -$2.56K | 0.01% | 336 |
|
|
2025
Q3 | $416K | Sell |
3,363
-2,882
| -46% | -$350K | 0.01% | 344 |
|
|
2025
Q2 | $737K | Buy |
+6,245
| New | +$737K | 0.01% | 280 |
|
|
2023
Q4 | – | Sell |
-2,976
| Closed | -$263K | – | 447 |
|
|
2023
Q3 | $263K | Sell |
2,976
-373
| -11% | -$34.2K | ﹤0.01% | 416 |
|
|
2023
Q2 | $301K | Sell |
3,349
-40
| -1% | -$3.77K | ﹤0.01% | 427 |
|
|
2023
Q1 | $327K | Buy |
+3,389
| New | +$335K | ﹤0.01% | 435 |
|
|
2019
Q3 | – | Sell |
-7,600
| Closed | -$671K | – | 168 |
|
|
2019
Q2 | $671K | Sell |
7,600
-2,800
| -27% | -$247K | 0.11% | 84 |
|
|
2019
Q1 | $936K | Hold |
10,400
| – | – | 0.14% | 76 |
|
|
2018
Q4 | $896K | Hold |
10,400
| – | – | 0.13% | 79 |
|
|
2018
Q3 | $832K | Hold |
10,400
| – | – | 0.11% | 83 |
|
|
2018
Q2 | $824K | Sell |
10,400
-1,400
| -12% | -$108K | 0.1% | 84 |
|
|
2018
Q1 | $914K | Sell |
11,800
-2,200
| -16% | -$170K | 0.12% | 75 |
|
|
2017
Q4 | $1.18M | Buy |
14,000
+2,600
| +23% | +$227K | 0.15% | 71 |
|
|
2017
Q3 | $978K | Hold |
11,400
| – | – | 0.14% | 76 |
|
|
2017
Q2 | $953K | Buy |
11,400
+1,300
| +13% | +$109K | 0.07% | 174 |
|
|
2017
Q1 | $834K | Sell |
10,100
-3,800
| -27% | -$302K | 0.08% | 117 |
|
|
2016
Q4 | $1.08M | Buy |
13,900
+1,500
| +12% | +$115K | 0.16% | 71 |
|
|
2016
Q3 | $992K | Sell |
12,400
-6,800
| -35% | -$563K | 0.08% | 167 |
|
|
2016
Q2 | $1.65M | Sell |
19,200
-5,000
| -21% | -$400K | 0.16% | 117 |
|
|
2016
Q1 | $1.95M | Buy |
24,200
+7,200
| +42% | +$545K | 0.2% | 105 |
|
|
2015
Q4 | $1.21M | Buy |
17,000
+3,800
| +29% | +$267K | 0.14% | 109 |
|
|
2015
Q3 | $950K | Buy |
13,200
+1,800
| +16% | +$130K | 0.11% | 116 |
|
|
2015
Q2 | $805K | Sell |
11,400
-500
| -4% | -$37.8K | 0.09% | 124 |
|
|
2015
Q1 | $914K | Hold |
11,900
| – | – | 0.1% | 123 |
|
|
2014
Q4 | $994K | Buy |
11,900
+1,400
| +13% | +$113K | 0.12% | 147 |
|
|
2014
Q3 | $785K | Buy |
10,500
+5,500
| +110% | +$401K | 0.08% | 146 |
|
|
2014
Q2 | $371K | Buy |
5,000
+1,000
| +25% | +$71.9K | 0.03% | 185 |
|
|
2014
Q1 | $285K | Sell |
4,000
-500
| -11% | -$34.9K | 0.04% | 163 |
|
|
2013
Q4 | $311K | Buy |
4,500
+1,500
| +50% | +$105K | 0.04% | 178 |
|
|
2013
Q3 | $200K | Sell |
3,000
-500
| -14% | -$34.1K | 0.03% | 204 |
|
|
2013
Q2 | $236K | Buy |
+3,500
| New | +$247K | 0.04% | 184 |
|
Other funds holding DUK
SP
COPPSERS
BCWM
FWIA
ETC
Perpetual Ltd's DUK Position: Q2 2026 in Review
Perpetual Ltd reduced its Duke Energy (DUK) stake by 1.3% in Q2 2026, selling an estimated $5.68K and leaving 3,554 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #345.
Perpetual Ltd first reported a position in DUK in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.95M in Q1 2016. 995 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Perpetual Ltd held 3,554 shares of Duke Energy worth $450K as of Q2 2026.
- Perpetual Ltd sold 45 Duke Energy shares in Q2 2026, an estimated $5.68K.
- Duke Energy made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #345 holding.
- Perpetual Ltd first reported a position in Duke Energy in Q2 2013 and has held it in 33 quarters since.
- Perpetual Ltd's Duke Energy position peaked at $1.95M in Q1 2016.
- 995 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.