POM Investment Strategies’s Duke Energy DUK Stock Holding History

POM Investment Strategies’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	$107K	Sell	849 -1,674	-66%	-$211K	0.12%	51
2026 Q1	$330K	Buy	2,523 +2,373	+1,582%	+$297K	0.41%	32
2025 Q4	$17.6K	Buy	150 +41	+38%	+$5.01K	0.01%	120
2025 Q3	$13.5K	Buy	+109	New	+$13.2K	0.01%	103
2025 Q2	–	Sell	-1,037	Closed	-$126K	–	170
2025 Q1	$126K	Buy	1,037 +907	+698%	+$103K	0.15%	34
2024 Q4	$14K	Buy	130 +45	+53%	+$5.1K	0.01%	136
2024 Q3	$9.83K	Buy	85 +1	+1%	+$111	0.01%	135
2024 Q2	$8.47K	Hold	84	–	–	0.01%	191
2024 Q1	$8.09K	Buy	84 +1	+1%	+$95	0.01%	124
2023 Q4	$8.03K	Buy	+83	New	+$7.55K	0.01%	118

Other funds holding DUK

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

POM Investment Strategies's DUK Position: Q2 2026 in Review

POM Investment Strategies reduced its Duke Energy (DUK) stake by 66% in Q2 2026, selling an estimated $211K and leaving 849 shares worth $107K. The position accounts for 0.12% of the portfolio, ranked #51.

POM Investment Strategies first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $330K in Q1 2026. 1,536 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

POM Investment Strategies held 849 shares of Duke Energy worth $107K as of Q2 2026.
POM Investment Strategies sold 1,674 Duke Energy shares in Q2 2026, an estimated $211K.
Duke Energy made up 0.12% of POM Investment Strategies's portfolio in Q2 2026, its #51 holding.
POM Investment Strategies first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
POM Investment Strategies's Duke Energy position peaked at $330K in Q1 2026.
1,536 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.