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Rockland Trust’s Duke Energy DUK Stock Holding History

Rockland Trust’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 		$288K Buy
2,272
+103
+5% +$13K 0.01% 276
2026
Q1 		$284K Buy
2,169
+11
+0.5% +$1.38K 0.01% 278
2025
Q4 		$253K Buy
+2,158
New +$264K 0.01% 278
2025
Q1 		– Sell
-2,373
Closed -$256K – 282
2024
Q4 		$256K Sell
2,373
-1,156
-33% -$131K 0.01% 245
2024
Q3 		$407K Sell
3,529
-276
-7% -$30.7K 0.02% 205
2024
Q2 		$381K Buy
3,805
+611
+19% +$61.1K 0.02% 225
2024
Q1 		$309K Sell
3,194
-24
-0.7% -$2.28K 0.02% 244
2023
Q4 		$312K Sell
3,218
-488
-13% -$44.4K 0.02% 242
2023
Q3 		$327K Sell
3,706
-41
-1% -$3.76K 0.02% 229
2023
Q2 		$336K Buy
3,747
+55
+1% +$5.19K 0.02% 231
2023
Q1 		$356K Sell
3,692
-150
-4% -$14.8K 0.02% 229
2022
Q4 		$396K Buy
3,842
+73
+2% +$7.01K 0.03% 216
2022
Q3 		$351K Hold
3,769
– – 0.03% 210
2022
Q2 		$404K Buy
3,769
+490
+15% +$53.9K 0.03% 201
2022
Q1 		$366K Hold
3,279
– – 0.02% 247
2021
Q4 		$344K Sell
3,279
-59
-2% -$5.98K 0.02% 242
2021
Q3 		$326K Buy
3,338
+173
+5% +$17.9K 0.02% 230
2021
Q2 		$313K Sell
3,165
-62
-2% -$6.23K 0.02% 228
2021
Q1 		$312K Sell
3,227
-68
-2% -$6.21K 0.02% 225
2020
Q4 		$301K Sell
3,295
-405
-11% -$37.5K 0.02% 222
2020
Q3 		$328K Sell
3,700
-657
-15% -$54.2K 0.03% 208
2020
Q2 		$348K Sell
4,357
-896
-17% -$75.7K 0.03% 194
2020
Q1 		$425K Sell
5,253
-186
-3% -$17.1K 0.04% 177
2019
Q4 		$496K Sell
5,439
-275
-5% -$25.2K 0.04% 192
2019
Q3 		$544K Buy
5,714
+302
+6% +$27.5K 0.05% 180
2019
Q2 		$478K Sell
5,412
-166
-3% -$14.7K 0.05% 173
2019
Q1 		$502K Buy
5,578
+50
+0.9% +$4.41K 0.05% 167
2018
Q4 		$477K Buy
5,528
+862
+18% +$73.4K 0.06% 166
2018
Q3 		$373K Hold
4,666
– – 0.05% 169
2018
Q2 		$369K Buy
4,666
+158
+4% +$12.2K 0.05% 157
2018
Q1 		$349K Buy
4,508
+1,461
+48% +$113K 0.05% 161
2017
Q4 		$256K Hold
3,047
– – 0.03% 179
2017
Q3 		$256K Hold
3,047
– – 0.04% 145
2017
Q2 		$255K Hold
3,047
– – 0.04% 147
2017
Q1 		$250K Buy
+3,047
New +$242K 0.04% 142
2016
Q4 		– Sell
-3,663
Closed -$293K – 166
2016
Q3 		$293K Buy
3,663
+41
+1% +$3.4K 0.05% 130
2016
Q2 		$311K Buy
3,622
+120
+3% +$9.59K 0.05% 127
2016
Q1 		$283K Hold
3,502
– – 0.05% 131
2015
Q4 		$250K Hold
3,502
– – 0.04% 144
2015
Q3 		$252K Sell
3,502
-374
-10% -$27.1K 0.05% 130
2015
Q2 		$274K Buy
3,876
+349
+10% +$26.4K 0.05% 121
2015
Q1 		$271K Sell
3,527
-125
-3% -$10.1K 0.06% 117
2014
Q4 		$305K Buy
3,652
+25
+0.7% +$2.02K 0.06% 114
2014
Q3 		$271K Sell
3,627
-100
-3% -$7.3K 0.06% 107
2014
Q2 		$277K Buy
3,727
+125
+3% +$8.99K 0.06% 101
2014
Q1 		$257K Sell
3,602
-12
-0.3% -$836 0.06% 106
2013
Q4 		$249K Hold
3,614
– – 0.06% 106
2013
Q3 		$241K Hold
3,614
– – 0.06% 102
2013
Q2 		$244K Buy
+3,614
New +$255K 0.07% 103

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rockland Trust's DUK Position: Q2 2026 in Review

Rockland Trust increased its Duke Energy (DUK) stake by 4.7% in Q2 2026, buying an estimated $13K and bringing the position to 2,272 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #276.

Rockland Trust first reported a position in DUK in Q2 2013 and has held it in 49 quarters since. The position peaked at $544K in Q3 2019. 1,273 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Rockland Trust held 2,272 shares of Duke Energy worth $288K as of Q2 2026.
  • Rockland Trust bought 103 Duke Energy shares in Q2 2026, an estimated $13K.
  • Duke Energy made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #276 holding.
  • Rockland Trust first reported a position in Duke Energy in Q2 2013 and has held it in 49 quarters since.
  • Rockland Trust's Duke Energy position peaked at $544K in Q3 2019.
  • 1,273 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.