SIC
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SJS Investment Consulting’s Duke Energy DUK Stock Holding History

SJS Investment Consulting’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 		$104K Sell
820
-129
-14% -$16.3K 0.01% 237
2026
Q1 		$124K Buy
949
+153
+19% +$19.1K 0.02% 191
2025
Q4 		$93.3K Buy
796
+21
+3% +$2.56K 0.01% 215
2025
Q3 		$95.9K Buy
775
+766
+8,511% +$93K 0.01% 195
2025
Q2 		$1.06K Sell
9
-7
-44% -$826 ﹤0.01% 806
2025
Q1 		$1.95K Buy
16
+1
+7% +$114 ﹤0.01% 738
2024
Q4 		$1.62K Hold
15
– – ﹤0.01% 813
2024
Q3 		$1.73K Sell
15
-150
-91% -$16.7K ﹤0.01% 859
2024
Q2 		$16.5K Hold
165
– – ﹤0.01% 288
2024
Q1 		$16K Sell
165
-22
-12% -$2.09K ﹤0.01% 308
2023
Q4 		$18.1K Sell
187
-2
-1% -$182 ﹤0.01% 244
2023
Q3 		$16.7K Buy
189
+5
+3% +$458 ﹤0.01% 248
2023
Q2 		$16.5K Sell
184
-2
-1% -$189 ﹤0.01% 238
2023
Q1 		$17.9K Sell
186
-2
-1% -$198 ﹤0.01% 234
2022
Q4 		$19.4K Hold
188
– – 0.01% 233
2022
Q3 		$18K Buy
+188
New +$20.2K 0.01% 248
2022
Q1 		$19K Sell
174
-100
-36% -$10.4K 0.01% 307
2021
Q4 		$29K Buy
+274
New +$27.8K 0.01% 225

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

SJS Investment Consulting's DUK Position: Q2 2026 in Review

SJS Investment Consulting reduced its Duke Energy (DUK) stake by 14% in Q2 2026, selling an estimated $16.3K and leaving 820 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #237.

SJS Investment Consulting first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $124K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SJS Investment Consulting held 820 shares of Duke Energy worth $104K as of Q2 2026.
  • SJS Investment Consulting sold 129 Duke Energy shares in Q2 2026, an estimated $16.3K.
  • Duke Energy made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #237 holding.
  • SJS Investment Consulting first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Duke Energy position peaked at $124K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.