Principal Financial Group’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 | $129M | Sell |
1,022,750
-6,210
| -0.6% | -$783K | 0.06% | 244 |
|
|
2026
Q1 | $135M | Sell |
1,028,960
-17,583
| -2% | -$2.2M | 0.07% | 232 |
|
|
2025
Q4 | $123M | Buy |
1,046,543
+35,096
| +3% | +$4.29M | 0.06% | 243 |
|
|
2025
Q3 | $125M | Sell |
1,011,447
-4,630
| -0.5% | -$562K | 0.06% | 246 |
|
|
2025
Q2 | $120M | Buy |
1,016,077
+60,355
| +6% | +$7.12M | 0.06% | 248 |
|
|
2025
Q1 | $117M | Buy |
955,722
+143
| +0% | +$16.3K | 0.07% | 240 |
|
|
2024
Q4 | $103M | Sell |
955,579
-4,599
| -0.5% | -$521K | 0.06% | 271 |
|
|
2024
Q3 | $111M | Buy |
960,178
+37,453
| +4% | +$4.17M | 0.06% | 267 |
|
|
2024
Q2 | $92.5M | Sell |
922,725
-12,366
| -1% | -$1.24M | 0.05% | 280 |
|
|
2024
Q1 | $90.4M | Buy |
935,091
+14,835
| +2% | +$1.41M | 0.05% | 295 |
|
|
2023
Q4 | $89.3M | Sell |
920,256
-3,710
| -0.4% | -$337K | 0.06% | 274 |
|
|
2023
Q3 | $81.5M | Sell |
923,966
-2,854
| -0.3% | -$262K | 0.06% | 280 |
|
|
2023
Q2 | $83.2M | Sell |
926,820
-28,034
| -3% | -$2.65M | 0.06% | 297 |
|
|
2023
Q1 | $92.1M | Buy |
954,854
+14,055
| +1% | +$1.39M | 0.07% | 251 |
|
|
2022
Q4 | $96.9M | Sell |
940,799
-22,408
| -2% | -$2.15M | 0.07% | 239 |
|
|
2022
Q3 | $89.6M | Buy |
963,207
+53,001
| +6% | +$5.69M | 0.07% | 232 |
|
|
2022
Q2 | $97.6M | Buy |
910,206
+10,299
| +1% | +$1.13M | 0.07% | 231 |
|
|
2022
Q1 | $100M | Sell |
899,907
-4,139
| -0.5% | -$430K | 0.06% | 258 |
|
|
2021
Q4 | $94.8M | Sell |
904,046
-19,595
| -2% | -$1.99M | 0.06% | 273 |
|
|
2021
Q3 | $90.1M | Buy |
923,641
+10,749
| +1% | +$1.11M | 0.06% | 275 |
|
|
2021
Q2 | $90.1M | Buy |
912,892
+17,297
| +2% | +$1.74M | 0.06% | 274 |
|
|
2021
Q1 | $86.5M | Sell |
895,595
-38,167
| -4% | -$3.48M | 0.06% | 276 |
|
|
2020
Q4 | $85.5M | Sell |
933,762
-64,706
| -6% | -$5.99M | 0.06% | 275 |
|
|
2020
Q3 | $88.4M | Sell |
998,468
-52,883
| -5% | -$4.36M | 0.07% | 252 |
|
|
2020
Q2 | $84M | Buy |
1,051,351
+42,966
| +4% | +$3.63M | 0.07% | 266 |
|
|
2020
Q1 | $81.6M | Buy |
1,008,385
+7,051
| +0.7% | +$648K | 0.09% | 239 |
|
|
2019
Q4 | $91.3M | Sell |
1,001,334
-37,058
| -4% | -$3.4M | 0.08% | 280 |
|
|
2019
Q3 | $99.5M | Buy |
1,038,392
+7,581
| +0.7% | +$690K | 0.09% | 258 |
|
|
2019
Q2 | $91M | Sell |
1,030,811
-3,593
| -0.3% | -$318K | 0.08% | 268 |
|
|
2019
Q1 | $93.1M | Buy |
1,034,404
+9,846
| +1% | +$868K | 0.09% | 255 |
|
|
2018
Q4 | $88.4M | Sell |
1,024,558
-2,025
| -0.2% | -$172K | 0.09% | 246 |
|
|
2018
Q3 | $82.1M | Buy |
1,026,583
+26,202
| +3% | +$2.12M | 0.07% | 294 |
|
|
2018
Q2 | $79.1M | Buy |
1,000,381
+3,865
| +0.4% | +$297K | 0.07% | 289 |
|
|
2018
Q1 | $77.2M | Sell |
996,516
-13,932
| -1% | -$1.08M | 0.07% | 298 |
|
|
2017
Q4 | $85M | Buy |
1,010,448
+28,752
| +3% | +$2.51M | 0.08% | 294 |
|
|
2017
Q3 | $82.4M | Sell |
981,696
-23,870
| -2% | -$2.04M | 0.08% | 300 |
|
|
2017
Q2 | $84.1M | Buy |
1,005,566
+12,679
| +1% | +$1.07M | 0.08% | 292 |
|
|
2017
Q1 | $81.4M | Buy |
992,887
+36,759
| +4% | +$2.92M | 0.1% | 220 |
|
|
2016
Q4 | $74.2M | Sell |
956,128
-9,360
| -1% | -$717K | 0.09% | 225 |
|
|
2016
Q3 | $77.3M | Buy |
965,488
+20,603
| +2% | +$1.71M | 0.1% | 212 |
|
|
2016
Q2 | $81.1M | Buy |
944,885
+23,646
| +3% | +$1.89M | 0.11% | 195 |
|
|
2016
Q1 | $74.3M | Buy |
921,239
+22,886
| +3% | +$1.73M | 0.11% | 212 |
|
|
2015
Q4 | $64.1M | Buy |
898,353
+16,461
| +2% | +$1.16M | 0.1% | 233 |
|
|
2015
Q3 | $63.4M | Sell |
881,892
-165
| -0% | -$11.9K | 0.1% | 228 |
|
|
2015
Q2 | $62.3M | Sell |
882,057
-16,396
| -2% | -$1.24M | 0.09% | 248 |
|
|
2015
Q1 | $69M | Buy |
898,453
+33,480
| +4% | +$2.72M | 0.1% | 236 |
|
|
2014
Q4 | $72.3M | Buy |
864,973
+47,808
| +6% | +$3.85M | 0.11% | 231 |
|
|
2014
Q3 | $61.1M | Buy |
817,165
+8,175
| +1% | +$596K | 0.1% | 237 |
|
|
2014
Q2 | $60M | Buy |
808,990
+15,013
| +2% | +$1.08M | 0.1% | 250 |
|
|
2014
Q1 | $56.5M | Buy |
793,977
+6,670
| +0.8% | +$465K | 0.1% | 255 |
|
|
2013
Q4 | $54.3M | Buy |
787,307
+7,090
| +0.9% | +$496K | 0.1% | 251 |
|
|
2013
Q3 | $52.1M | Sell |
780,217
-10,988
| -1% | -$750K | 0.11% | 236 |
|
|
2013
Q2 | $53.4M | Buy |
+791,205
| New | +$55.9M | 0.12% | 221 |
|
Other funds holding DUK
Principal Financial Group's DUK Position: Q2 2026 in Review
Principal Financial Group reduced its Duke Energy (DUK) stake by 0.6% in Q2 2026, selling an estimated $783K and leaving 1,022,750 shares worth $129M. The position accounts for 0.06% of the portfolio, ranked #244.
Principal Financial Group first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $135M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Principal Financial Group held 1,022,750 shares of Duke Energy worth $129M as of Q2 2026.
- Principal Financial Group sold 6,210 Duke Energy shares in Q2 2026, an estimated $783K.
- Duke Energy made up 0.06% of Principal Financial Group's portfolio in Q2 2026, its #244 holding.
- Principal Financial Group first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's Duke Energy position peaked at $135M in Q1 2026.
- 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.