Salem Investment Counselors’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 | $4.06M | Buy |
32,050
+664
| +2% | +$83.8K | 0.1% | 120 |
|
|
2026
Q1 | $4.11M | Buy |
31,386
+138
| +0.4% | +$17.3K | 0.12% | 104 |
|
|
2025
Q4 | $3.66M | Sell |
31,248
-103
| -0.3% | -$12.6K | 0.1% | 113 |
|
|
2025
Q3 | $3.88M | Sell |
31,351
-811
| -3% | -$98.4K | 0.11% | 107 |
|
|
2025
Q2 | $3.8M | Sell |
32,162
-277
| -0.9% | -$32.7K | 0.12% | 104 |
|
|
2025
Q1 | $3.96M | Sell |
32,439
-7,348
| -18% | -$838K | 0.14% | 97 |
|
|
2024
Q4 | $4.29M | Sell |
39,787
-3,573
| -8% | -$405K | 0.14% | 97 |
|
|
2024
Q3 | $5M | Buy |
43,360
+4,123
| +11% | +$459K | 0.15% | 89 |
|
|
2024
Q2 | $3.93M | Sell |
39,237
-801
| -2% | -$80.1K | 0.13% | 104 |
|
|
2024
Q1 | $3.87M | Sell |
40,038
-583
| -1% | -$55.3K | 0.13% | 107 |
|
|
2023
Q4 | $3.94M | Sell |
40,621
-830
| -2% | -$75.5K | 0.14% | 98 |
|
|
2023
Q3 | $3.66M | Sell |
41,451
-176
| -0.4% | -$16.1K | 0.14% | 96 |
|
|
2023
Q2 | $3.74M | Sell |
41,627
-94
| -0.2% | -$8.87K | 0.14% | 101 |
|
|
2023
Q1 | $4.02M | Buy |
41,721
+8,511
| +26% | +$841K | 0.16% | 91 |
|
|
2022
Q4 | $3.42M | Sell |
33,210
-131
| -0.4% | -$12.6K | 0.15% | 96 |
|
|
2022
Q3 | $3.1M | Buy |
33,341
+286
| +0.9% | +$30.7K | 0.14% | 100 |
|
|
2022
Q2 | $3.54M | Buy |
33,055
+1,133
| +4% | +$125K | 0.16% | 94 |
|
|
2022
Q1 | $3.56M | Buy |
31,922
+6,105
| +24% | +$634K | 0.14% | 98 |
|
|
2021
Q4 | $2.71M | Buy |
25,817
+2,236
| +9% | +$227K | 0.09% | 117 |
|
|
2021
Q3 | $2.3M | Buy |
23,581
+1,996
| +9% | +$207K | 0.13% | 129 |
|
|
2021
Q2 | $2.13M | Sell |
21,585
-556
| -3% | -$55.9K | 0.12% | 132 |
|
|
2021
Q1 | $2.14M | Sell |
22,141
-2,200
| -9% | -$201K | 0.13% | 122 |
|
|
2020
Q4 | $2.23M | Buy |
24,341
+964
| +4% | +$89.2K | 0.15% | 109 |
|
|
2020
Q3 | $2.07M | Sell |
23,377
-1,498
| -6% | -$123K | 0.16% | 103 |
|
|
2020
Q2 | $1.99M | Buy |
24,875
+392
| +2% | +$33.1K | 0.17% | 101 |
|
|
2020
Q1 | $1.98M | Buy |
24,483
+1,483
| +6% | +$136K | 0.2% | 92 |
|
|
2019
Q4 | $2.1M | Buy |
23,000
+381
| +2% | +$34.9K | 0.17% | 110 |
|
|
2019
Q3 | $2.17M | Sell |
22,619
-143
| -0.6% | -$13K | 0.2% | 106 |
|
|
2019
Q2 | $2.01M | Sell |
22,762
-983
| -4% | -$86.9K | 0.19% | 111 |
|
|
2019
Q1 | $1.9M | Buy |
23,745
+149
| +0.6% | +$13.1K | 0.19% | 92 |
|
|
2018
Q4 | $2.04M | Sell |
23,596
-149
| -0.6% | -$12.7K | 0.26% | 77 |
|
|
2018
Q3 | $1.9M | Sell |
23,745
-321
| -1% | -$26K | 0.19% | 92 |
|
|
2018
Q2 | $1.9M | Buy |
24,066
+157
| +0.7% | +$12.1K | 0.17% | 93 |
|
|
2018
Q1 | $1.85M | Buy |
23,909
+64
| +0.3% | +$4.95K | 0.21% | 90 |
|
|
2017
Q4 | $2.01M | Buy |
23,845
+752
| +3% | +$65.7K | 0.22% | 85 |
|
|
2017
Q3 | $1.95M | Buy |
23,093
+137
| +0.6% | +$11.7K | 0.23% | 86 |
|
|
2017
Q2 | $1.92M | Sell |
22,956
-2,008
| -8% | -$169K | 0.22% | 90 |
|
|
2017
Q1 | $2.05M | Sell |
24,964
-793
| -3% | -$63K | 0.22% | 102 |
|
|
2016
Q4 | $2M | Buy |
25,757
+1,155
| +5% | +$88.5K | 0.23% | 95 |
|
|
2016
Q3 | $19.7K | Sell |
24,602
-18
| -0.1% | -$1.49K | 0.26% | 89 |
|
|
2016
Q2 | $2.11M | Sell |
24,620
-319
| -1% | -$25.5K | 0.25% | 92 |
|
|
2016
Q1 | $2.01M | Buy |
24,939
+3,603
| +17% | +$273K | 0.25% | 91 |
|
|
2015
Q4 | $1.52M | Sell |
21,336
-33
| -0.2% | -$2.32K | 0.19% | 104 |
|
|
2015
Q3 | $1.52M | Sell |
21,369
-974
| -4% | -$70.5K | 0.2% | 105 |
|
|
2015
Q2 | $1.58M | Sell |
22,343
-261
| -1% | -$19.7K | 0.19% | 113 |
|
|
2015
Q1 | $1.74M | Sell |
22,604
-4,187
| -16% | -$340K | 0.21% | 110 |
|
|
2014
Q4 | $2.24M | Sell |
26,791
-394
| -1% | -$31.8K | 0.27% | 90 |
|
|
2014
Q3 | $2.03M | Sell |
27,185
-353
| -1% | -$25.8K | 0.24% | 102 |
|
|
2014
Q2 | $2.04M | Sell |
27,538
-1,744
| -6% | -$125K | 0.25% | 101 |
|
|
2014
Q1 | $2.08M | Buy |
29,282
+1,551
| +6% | +$108K | 0.26% | 96 |
|
|
2013
Q4 | $1.91M | Sell |
27,731
-34
| -0.1% | -$2.38K | 0.25% | 96 |
|
|
2013
Q3 | $1.85M | Sell |
27,765
-560
| -2% | -$38.2K | 0.26% | 96 |
|
|
2013
Q2 | $1.91M | Buy |
+28,325
| New | +$2M | 0.28% | 86 |
|
Other funds holding DUK
Salem Investment Counselors's DUK Position: Q2 2026 in Review
Salem Investment Counselors increased its Duke Energy (DUK) stake by 2.1% in Q2 2026, buying an estimated $83.8K and bringing the position to 32,050 shares worth $4.06M. The position accounts for 0.1% of the portfolio, ranked #120.
Salem Investment Counselors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $5M in Q3 2024. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Salem Investment Counselors held 32,050 shares of Duke Energy worth $4.06M as of Q2 2026.
- Salem Investment Counselors bought 664 Duke Energy shares in Q2 2026, an estimated $83.8K.
- Duke Energy made up 0.1% of Salem Investment Counselors's portfolio in Q2 2026, its #120 holding.
- Salem Investment Counselors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- Salem Investment Counselors's Duke Energy position peaked at $5M in Q3 2024.
- 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.