QCIG
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Quad-Cities Investment Group’s Duke Energy DUK Stock Holding History

Quad-Cities Investment Group’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 		$458K Sell
3,616
-124
-3% -$15.6K 0.16% 137
2026
Q1 		$490K Buy
3,740
+138
+4% +$17.3K 0.2% 115
2025
Q4 		$422K Sell
3,602
-7
-0.2% -$855 0.17% 121
2025
Q3 		$447K Buy
3,609
+7
+0.2% +$849 0.19% 105
2025
Q2 		$425K Buy
3,602
+7
+0.2% +$826 0.19% 107
2025
Q1 		$439K Buy
3,595
+7
+0.2% +$798 0.22% 98
2024
Q4 		$387K Sell
3,588
-8
-0.2% -$906 0.19% 108
2024
Q3 		$415K Buy
3,596
+7
+0.2% +$779 0.21% 102
2024
Q2 		$360K Sell
3,589
-488
-12% -$48.8K 0.2% 107
2024
Q1 		$394K Sell
4,077
-157
-4% -$14.9K 0.23% 102
2023
Q4 		$421K Sell
4,234
-103
-2% -$9.37K 0.26% 95
2023
Q3 		$383K Buy
4,337
+2
+0% +$183 0.26% 97
2023
Q2 		$389K Buy
4,335
+1
+0% +$94 0.25% 97
2023
Q1 		$418K Buy
4,334
+142
+3% +$14K 0.29% 91
2022
Q4 		$432K Hold
4,192
– – 0.32% 78
2022
Q3 		$390K Sell
4,192
-1
-0% -$107 0.3% 86
2022
Q2 		$450K Hold
4,193
– – 0.33% 82
2022
Q1 		$468K Hold
4,193
– – 0.3% 88
2021
Q4 		$440K Buy
4,193
+120
+3% +$12.2K 0.27% 93
2021
Q3 		$398K Sell
4,073
-721
-15% -$74.6K 0.28% 96
2021
Q2 		$473K Buy
4,794
+1
+0% +$100 0.32% 89
2021
Q1 		$463K Sell
4,793
-60
-1% -$5.48K 0.35% 81
2020
Q4 		$444K Buy
4,853
+6
+0.1% +$555 0.36% 81
2020
Q3 		$429K Buy
4,847
+7
+0.1% +$577 0.41% 70
2020
Q2 		$387K Sell
4,840
-177
-4% -$15K 0.4% 74
2020
Q1 		$406K Buy
5,017
+4
+0.1% +$367 0.52% 61
2019
Q4 		$456K Buy
5,013
+4
+0.1% +$367 0.43% 74
2019
Q3 		$481K Sell
5,009
-196
-4% -$17.8K 0.41% 60
2019
Q2 		$461K Buy
5,205
+4
+0.1% +$354 0.4% 59
2019
Q1 		$468K Buy
5,201
+4
+0.1% +$353 0.43% 59
2018
Q4 		$447K Buy
5,197
+4
+0.1% +$340 0.46% 51
2018
Q3 		$415K Sell
5,193
-79
-1% -$6.39K 0.37% 59
2018
Q2 		$417K Sell
5,272
-154
-3% -$11.8K 0.39% 57
2018
Q1 		$419K Buy
+5,426
New +$419K 0.54% 56

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Quad-Cities Investment Group's DUK Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its Duke Energy (DUK) stake by 3.3% in Q2 2026, selling an estimated $15.6K and leaving 3,616 shares worth $458K. The position accounts for 0.16% of the portfolio, ranked #137.

Quad-Cities Investment Group first reported a position in DUK in Q1 2018 and has held it in 34 quarters since. The position peaked at $490K in Q1 2026. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Quad-Cities Investment Group held 3,616 shares of Duke Energy worth $458K as of Q2 2026.
  • Quad-Cities Investment Group sold 124 Duke Energy shares in Q2 2026, an estimated $15.6K.
  • Duke Energy made up 0.16% of Quad-Cities Investment Group's portfolio in Q2 2026, its #137 holding.
  • Quad-Cities Investment Group first reported a position in Duke Energy in Q1 2018 and has held it in 34 quarters since.
  • Quad-Cities Investment Group's Duke Energy position peaked at $490K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.