Sound Income Strategies’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 | $344K | Sell |
2,720
-1,948
| -42% | -$246K | 0.02% | 345 |
|
|
2026
Q1 | $611K | Sell |
4,668
-3,130
| -40% | -$391K | 0.03% | 227 |
|
|
2025
Q4 | $930K | Buy |
7,798
+6,003
| +334% | +$733K | 0.04% | 193 |
|
|
2025
Q3 | $224K | Sell |
1,795
-5,146
| -74% | -$624K | 0.01% | 275 |
|
|
2025
Q2 | $819K | Buy |
6,941
+5,034
| +264% | +$594K | 0.05% | 161 |
|
|
2025
Q1 | $233K | Buy |
1,907
+384
| +25% | +$43.8K | 0.01% | 261 |
|
|
2024
Q4 | $164K | Sell |
1,523
-72
| -5% | -$8.16K | 0.01% | 278 |
|
|
2024
Q3 | $184K | Sell |
1,595
-111
| -7% | -$12.4K | 0.01% | 261 |
|
|
2024
Q2 | $171K | Buy |
1,706
+104
| +6% | +$10.4K | 0.01% | 243 |
|
|
2024
Q1 | $155K | Buy |
1,602
+2
| +0.1% | +$190 | 0.01% | 243 |
|
|
2023
Q4 | $155K | Buy |
1,600
+349
| +28% | +$31.7K | 0.01% | 225 |
|
|
2023
Q3 | $110K | Buy |
1,251
+85
| +7% | +$7.79K | 0.01% | 193 |
|
|
2023
Q2 | $105K | Buy |
1,166
+449
| +63% | +$42.4K | 0.01% | 206 |
|
|
2023
Q1 | $69.2K | Sell |
717
-232
| -24% | -$22.9K | 0.01% | 244 |
|
|
2022
Q4 | $97.7K | Buy |
949
+231
| +32% | +$22.2K | 0.01% | 196 |
|
|
2022
Q3 | $67K | Sell |
718
-36
| -5% | -$3.87K | 0.01% | 202 |
|
|
2022
Q2 | $81K | Buy |
754
+26
| +4% | +$2.86K | 0.01% | 181 |
|
|
2022
Q1 | $81K | Buy |
728
+36
| +5% | +$3.74K | 0.01% | 185 |
|
|
2021
Q4 | $73K | Buy |
692
+25
| +4% | +$2.53K | 0.01% | 197 |
|
|
2021
Q3 | $65K | Sell |
667
-113
| -14% | -$11.7K | 0.01% | 205 |
|
|
2021
Q2 | $77K | Sell |
780
-336
| -30% | -$33.8K | 0.01% | 195 |
|
|
2021
Q1 | $108K | Buy |
1,116
+4
| +0.4% | +$365 | 0.02% | 165 |
|
|
2020
Q4 | $102K | Buy |
1,112
+135
| +14% | +$12.5K | 0.02% | 151 |
|
|
2020
Q3 | $87K | Sell |
977
-149
| -13% | -$12.3K | 0.02% | 135 |
|
|
2020
Q2 | $90K | Sell |
1,126
-194
| -15% | -$16.4K | 0.03% | 111 |
|
|
2020
Q1 | $107K | Buy |
1,320
+669
| +103% | +$61.4K | 0.04% | 82 |
|
|
2019
Q4 | $59K | Buy |
651
+4
| +0.6% | +$367 | 0.02% | 111 |
|
|
2019
Q3 | $62K | Sell |
647
-1,321
| -67% | -$120K | 0.02% | 99 |
|
|
2019
Q2 | $174K | Sell |
1,968
-20
| -1% | -$1.77K | 0.06% | 61 |
|
|
2019
Q1 | $179K | Sell |
1,988
-194
| -9% | -$17.1K | 0.08% | 61 |
|
|
2018
Q4 | $188K | Buy |
2,182
+1,381
| +172% | +$118K | 0.1% | 59 |
|
|
2018
Q3 | $64K | Hold |
801
| – | – | 0.03% | 113 |
|
|
2018
Q2 | $63K | Sell |
801
-221
| -22% | -$17K | 0.04% | 95 |
|
|
2018
Q1 | $79K | Buy |
1,022
+913
| +838% | +$70.6K | 0.05% | 76 |
|
|
2017
Q4 | $8K | Buy |
+109
| New | +$9.52K | 0.01% | 255 |
|
Other funds holding DUK
Sound Income Strategies's DUK Position: Q2 2026 in Review
Sound Income Strategies reduced its Duke Energy (DUK) stake by 42% in Q2 2026, selling an estimated $246K and leaving 2,720 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #345.
Sound Income Strategies first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. The position peaked at $930K in Q4 2025. 1,588 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Sound Income Strategies held 2,720 shares of Duke Energy worth $344K as of Q2 2026.
- Sound Income Strategies sold 1,948 Duke Energy shares in Q2 2026, an estimated $246K.
- Duke Energy made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #345 holding.
- Sound Income Strategies first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Duke Energy position peaked at $930K in Q4 2025.
- 1,588 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.