PGAM
DUK icon

Princeton Global Asset Management’s Duke Energy DUK Stock Holding History

Princeton Global Asset 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 		$173K Buy
1,368
+11
+0.8% +$1.39K 0.02% 236
2026
Q1 		$178K Buy
1,357
+9
+0.7% +$1.13K 0.03% 219
2025
Q4 		$158K Buy
1,348
+159
+13% +$19.4K 0.03% 222
2025
Q3 		$147K Buy
1,189
+65
+6% +$7.89K 0.02% 217
2025
Q2 		$133K Buy
1,124
+384
+52% +$45.3K 0.02% 221
2025
Q1 		$90.3K Sell
740
-449
-38% -$51.2K 0.02% 237
2024
Q4 		$128K Sell
1,189
-215
-15% -$24.4K 0.02% 218
2024
Q3 		$162K Buy
1,404
+432
+44% +$48.1K 0.03% 199
2024
Q2 		$97.4K Buy
972
+412
+74% +$41.2K 0.02% 218
2024
Q1 		$54.2K Hold
560
– – 0.01% 253
2023
Q4 		$54.3K Hold
560
– – 0.01% 256
2023
Q3 		$49.4K Hold
560
– – 0.01% 251
2023
Q2 		$50.3K Sell
560
-21
-4% -$1.98K 0.01% 258
2023
Q1 		$56K Buy
581
+21
+4% +$2.08K 0.02% 252
2022
Q4 		$58K Hold
560
– – 0.02% 226
2022
Q3 		$52K Hold
560
– – 0.02% 235
2022
Q2 		$60K Sell
560
-500
-47% -$55K 0.02% 235
2022
Q1 		$118K Hold
1,060
– – 0.03% 193
2021
Q4 		$111K Hold
1,060
– – 0.03% 199
2021
Q3 		$103K Buy
1,060
+135
+15% +$14K 0.03% 198
2021
Q2 		$91K Sell
925
-375
-29% -$37.7K 0.03% 212
2021
Q1 		$125K Sell
1,300
-200
-13% -$18.3K 0.04% 186
2020
Q4 		$137K Buy
1,500
+200
+15% +$18.5K 0.05% 180
2020
Q3 		$115K Sell
1,300
-398
-23% -$32.8K 0.05% 173
2020
Q2 		$135K Sell
1,698
-500
-23% -$42.2K 0.04% 195
2020
Q1 		$178K Sell
2,198
-1,010
-31% -$92.8K 0.08% 159
2019
Q4 		$293 Buy
3,208
+1,408
+78% +$129K 0.12% 136
2019
Q3 		$174K Hold
1,800
– – 0.1% 153
2019
Q2 		$159K Sell
1,800
-400
-18% -$35.4K 0.1% 153
2019
Q1 		$198K Buy
+2,200
New +$194K 0.14% 137

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
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
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Princeton Global Asset Management's DUK Position: Q2 2026 in Review

Princeton Global Asset Management increased its Duke Energy (DUK) stake by 0.81% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,368 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #236.

Princeton Global Asset Management first reported a position in DUK in Q1 2019 and has held it in 30 quarters since. The position peaked at $198K in Q1 2019. 508 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Princeton Global Asset Management held 1,368 shares of Duke Energy worth $173K as of Q2 2026.
  • Princeton Global Asset Management bought 11 Duke Energy shares in Q2 2026, an estimated $1.39K.
  • Duke Energy made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #236 holding.
  • Princeton Global Asset Management first reported a position in Duke Energy in Q1 2019 and has held it in 30 quarters since.
  • Princeton Global Asset Management's Duke Energy position peaked at $198K in Q1 2019.
  • 508 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.