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Sky Investment Group’s Duke Energy DUK Stock Holding History

Sky 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 		$5.6M Sell
44,218
-45
-0.1% -$5.68K 0.88% 39
2026
Q1 		$5.8M Buy
44,263
+150
+0.3% +$18.8K 0.99% 36
2025
Q4 		$5.17M Buy
44,113
+2,672
+6% +$326K 0.85% 38
2025
Q3 		$5.13M Buy
41,441
+50
+0.1% +$6.07K 0.86% 38
2025
Q2 		$4.88M Sell
41,391
-185
-0.4% -$21.8K 0.86% 41
2025
Q1 		$5.07M Buy
41,576
+220
+0.5% +$25.1K 0.94% 41
2024
Q4 		$4.46M Buy
41,356
+1,992
+5% +$226K 0.82% 43
2024
Q3 		$4.54M Sell
39,364
-840
-2% -$93.5K 0.82% 45
2024
Q2 		$4.03M Sell
40,204
-80
-0.2% -$8K 0.77% 45
2024
Q1 		$3.9M Buy
40,284
+60
+0.1% +$5.69K 0.75% 47
2023
Q4 		$3.9M Sell
40,224
-75
-0.2% -$6.82K 0.82% 45
2023
Q3 		$3.56M Buy
40,299
+450
+1% +$41.3K 0.81% 45
2023
Q2 		$3.58M Buy
39,849
+898
+2% +$84.8K 0.78% 46
2023
Q1 		$3.76M Buy
38,951
+1,963
+5% +$194K 0.86% 45
2022
Q4 		$3.81M Buy
36,988
+115
+0.3% +$11K 0.9% 43
2022
Q3 		$3.43M Buy
36,873
+80
+0.2% +$8.59K 0.89% 44
2022
Q2 		$3.94M Sell
36,793
-216
-0.6% -$23.8K 0.94% 43
2022
Q1 		$4.13M Buy
37,009
+165
+0.4% +$17.1K 0.87% 45
2021
Q4 		$3.87M Buy
36,844
+10
+0% +$1.01K 0.78% 47
2021
Q3 		$3.6M Buy
36,834
+602
+2% +$62.3K 0.8% 46
2021
Q2 		$3.58M Sell
36,232
-470
-1% -$47.2K 0.81% 47
2021
Q1 		$3.54M Buy
36,702
+298
+0.8% +$27.2K 0.85% 46
2020
Q4 		$3.33M Buy
36,404
+2,550
+8% +$236K 0.85% 47
2020
Q3 		$3M Buy
33,854
+1,410
+4% +$116K 0.82% 49
2020
Q2 		$2.59M Buy
32,444
+490
+2% +$41.4K 0.89% 47
2020
Q1 		$2.58M Buy
31,954
+1,302
+4% +$120K 1.04% 39
2019
Q4 		$2.8M Buy
30,652
+2,060
+7% +$189K 0.92% 44
2019
Q3 		$2.74M Buy
28,592
+50
+0.2% +$4.55K 0.94% 42
2019
Q2 		$2.52M Sell
28,542
-260
-0.9% -$23K 0.88% 42
2019
Q1 		$2.59M Sell
28,802
-365
-1% -$32.2K 0.95% 41
2018
Q4 		$2.52M Sell
29,167
-235
-0.8% -$20K 1.06% 41
2018
Q3 		$2.35M Sell
29,402
-50
-0.2% -$4.04K 0.9% 42
2018
Q2 		$2.33M Buy
29,452
+175
+0.6% +$13.5K 0.94% 40
2018
Q1 		$2.27M Buy
29,277
+5,025
+21% +$388K 0.92% 41
2017
Q4 		$2.04M Buy
24,252
+65
+0.3% +$5.68K 0.8% 45
2017
Q3 		$2.03M Buy
24,187
+1
+0% +$86 0.83% 46
2017
Q2 		$2.02M Sell
24,186
-30
-0.1% -$2.52K 0.86% 45
2017
Q1 		$1.99M Buy
24,216
+176
+0.7% +$14K 0.88% 45
2016
Q4 		$1.87M Buy
24,040
+1,012
+4% +$77.5K 0.87% 44
2016
Q3 		$1.84M Buy
23,028
+335
+1% +$27.7K 0.86% 47
2016
Q2 		$1.95M Sell
22,693
-175
-0.8% -$14K 0.92% 46
2016
Q1 		$1.84M Sell
22,868
-315
-1% -$23.8K 0.91% 47
2015
Q4 		$1.66M Buy
23,183
+19,200
+482% +$1.35M 0.85% 48
2015
Q3 		$287K Hold
3,983
– – 0.16% 72
2015
Q2 		$281K Hold
3,983
– – 0.15% 73
2015
Q1 		$306K Hold
3,983
– – 0.16% 68
2014
Q4 		$333K Sell
3,983
-31
-0.8% -$2.5K 0.17% 69
2014
Q3 		$300K Buy
+4,014
New +$293K 0.16% 67
2014
Q2 		– Sell
-4,014
Closed -$286K – 73
2014
Q1 		$286K Hold
4,014
– – 0.16% 69
2013
Q4 		$277K Buy
+4,014
New +$281K 0.16% 65

Other funds holding DUK

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
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
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
MF
Milford Funds Auckland $6.14B AUM

Sky Investment Group's DUK Position: Q2 2026 in Review

Sky Investment Group reduced its Duke Energy (DUK) stake by 0.1% in Q2 2026, selling an estimated $5.68K and leaving 44,218 shares worth $5.6M. The position accounts for 0.88% of the portfolio, ranked #39.

Sky Investment Group first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.8M in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sky Investment Group held 44,218 shares of Duke Energy worth $5.6M as of Q2 2026.
  • Sky Investment Group sold 45 Duke Energy shares in Q2 2026, an estimated $5.68K.
  • Duke Energy made up 0.88% of Sky Investment Group's portfolio in Q2 2026, its #39 holding.
  • Sky Investment Group first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
  • Sky Investment Group's Duke Energy position peaked at $5.8M in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.