Plimoth Trust’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 | $4.32M | Sell |
34,152
-415
| -1% | -$52.3K | 0.86% | 36 |
|
|
2026
Q1 | $4.53M | Buy |
34,567
+350
| +1% | +$43.8K | 1.01% | 30 |
|
|
2025
Q4 | $4.01M | Buy |
34,217
+1,094
| +3% | +$134K | 0.89% | 36 |
|
|
2025
Q3 | $4.1M | Sell |
33,123
-682
| -2% | -$82.8K | 0.93% | 36 |
|
|
2025
Q2 | $3.99M | Buy |
33,805
+747
| +2% | +$88.1K | 0.96% | 31 |
|
|
2025
Q1 | $4.03M | Buy |
33,058
+966
| +3% | +$110K | 1.05% | 29 |
|
|
2024
Q4 | $3.46M | Sell |
32,092
-50
| -0.2% | -$5.66K | 0.89% | 37 |
|
|
2024
Q3 | $3.71M | Buy |
32,142
+5
| +0% | +$557 | 0.93% | 37 |
|
|
2024
Q2 | $3.22M | Buy |
32,137
+410
| +1% | +$41K | 0.86% | 38 |
|
|
2024
Q1 | $3.07M | Buy |
31,727
+741
| +2% | +$70.3K | 0.82% | 43 |
|
|
2023
Q4 | $3.01M | Buy |
30,986
+3,493
| +13% | +$318K | 0.87% | 40 |
|
|
2023
Q3 | $2.43M | Buy |
27,493
+2,180
| +9% | +$200K | 0.76% | 45 |
|
|
2023
Q2 | $2.27M | Sell |
25,313
-374
| -1% | -$35.3K | 0.68% | 50 |
|
|
2023
Q1 | $2.48M | Buy |
25,687
+429
| +2% | +$42.4K | 0.77% | 47 |
|
|
2022
Q4 | $2.6M | Buy |
25,258
+532
| +2% | +$51.1K | 0.84% | 41 |
|
|
2022
Q3 | $2.3M | Sell |
24,726
-727
| -3% | -$78.1K | 0.8% | 41 |
|
|
2022
Q2 | $2.73M | Sell |
25,453
-416
| -2% | -$45.7K | 0.86% | 39 |
|
|
2022
Q1 | $2.89M | Sell |
25,869
-718
| -3% | -$74.6K | 0.77% | 45 |
|
|
2021
Q4 | $2.79M | Sell |
26,587
-817
| -3% | -$82.8K | 0.71% | 48 |
|
|
2021
Q3 | $2.67M | Sell |
27,404
-2,004
| -7% | -$207K | 0.76% | 46 |
|
|
2021
Q2 | $2.9M | Sell |
29,408
-2,793
| -9% | -$281K | 0.81% | 41 |
|
|
2021
Q1 | $3.11M | Sell |
32,201
-242
| -0.7% | -$22.1K | 0.92% | 34 |
|
|
2020
Q4 | $2.97M | Sell |
32,443
-300
| -0.9% | -$27.8K | 0.93% | 40 |
|
|
2020
Q3 | $2.9M | Buy |
32,743
+1,398
| +4% | +$115K | 0.97% | 34 |
|
|
2020
Q2 | $2.5M | Buy |
31,345
+1,479
| +5% | +$125K | 0.89% | 38 |
|
|
2020
Q1 | $2.42M | Sell |
29,866
-112
| -0.4% | -$10.3K | 1.01% | 29 |
|
|
2019
Q4 | $2.73M | Buy |
29,978
+720
| +2% | +$66K | 0.88% | 32 |
|
|
2019
Q3 | $2.81M | Buy |
29,258
+485
| +2% | +$44.1K | 0.92% | 28 |
|
|
2019
Q2 | $2.54M | Sell |
28,773
-271
| -0.9% | -$24K | 0.84% | 31 |
|
|
2019
Q1 | $2.61M | Buy |
29,044
+3,035
| +12% | +$268K | 0.87% | 30 |
|
|
2018
Q4 | $2.24M | Sell |
26,009
-174
| -0.7% | -$14.8K | 0.83% | 34 |
|
|
2018
Q3 | $2.1M | Buy |
26,183
+760
| +3% | +$61.5K | 0.68% | 51 |
|
|
2018
Q2 | $2.01M | Buy |
25,423
+549
| +2% | +$42.2K | 0.69% | 50 |
|
|
2018
Q1 | $1.93M | Buy |
24,874
+1,243
| +5% | +$96.1K | 0.67% | 47 |
|
|
2017
Q4 | $1.99M | Buy |
+23,631
| New | +$2.06M | 0.71% | 44 |
|
Other funds holding DUK
Plimoth Trust's DUK Position: Q2 2026 in Review
Plimoth Trust reduced its Duke Energy (DUK) stake by 1.2% in Q2 2026, selling an estimated $52.3K and leaving 34,152 shares worth $4.32M. The position accounts for 0.86% of the portfolio, ranked #36.
Plimoth Trust first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.53M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Plimoth Trust held 34,152 shares of Duke Energy worth $4.32M as of Q2 2026.
- Plimoth Trust sold 415 Duke Energy shares in Q2 2026, an estimated $52.3K.
- Duke Energy made up 0.86% of Plimoth Trust's portfolio in Q2 2026, its #36 holding.
- Plimoth Trust first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
- Plimoth Trust's Duke Energy position peaked at $4.53M in Q1 2026.
- 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.