Spirit of America Management Corp’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 | $3.03M | Buy |
23,900
+500
| +2% | +$63.1K | 0.57% | 54 |
|
|
2026
Q1 | $3.06M | Buy |
23,400
+1,350
| +6% | +$169K | 0.6% | 49 |
|
|
2025
Q4 | $2.58M | Buy |
22,050
+2,350
| +12% | +$287K | 0.55% | 51 |
|
|
2025
Q3 | $2.44M | Buy |
19,700
+2,650
| +16% | +$322K | 0.49% | 57 |
|
|
2025
Q2 | $2.01M | Buy |
17,050
+1,450
| +9% | +$171K | 0.42% | 65 |
|
|
2025
Q1 | $1.9M | Buy |
15,600
+450
| +3% | +$51.3K | 0.39% | 67 |
|
|
2024
Q4 | $1.63M | Buy |
15,150
+3,150
| +26% | +$357K | 0.33% | 73 |
|
|
2024
Q3 | $1.38M | Buy |
12,000
+50
| +0.4% | +$5.57K | 0.28% | 85 |
|
|
2024
Q2 | $1.2M | Sell |
11,950
-300
| -2% | -$30K | 0.24% | 89 |
|
|
2024
Q1 | $1.18M | Buy |
12,250
+150
| +1% | +$14.2K | 0.24% | 92 |
|
|
2023
Q4 | $1.17M | Sell |
12,100
-1,500
| -11% | -$136K | 0.26% | 92 |
|
|
2023
Q3 | $1.2M | Sell |
13,600
-150
| -1% | -$13.8K | 0.27% | 79 |
|
|
2023
Q2 | $1.23M | Buy |
13,750
+3,400
| +33% | +$321K | 0.28% | 86 |
|
|
2023
Q1 | $998K | Buy |
10,350
+1,350
| +15% | +$133K | 0.22% | 97 |
|
|
2022
Q4 | $927K | Sell |
9,000
-2,000
| -18% | -$192K | 0.21% | 102 |
|
|
2022
Q3 | $1.02M | Buy |
11,000
+1,050
| +11% | +$113K | 0.24% | 94 |
|
|
2022
Q2 | $1.07M | Sell |
9,950
-4,500
| -31% | -$495K | 0.24% | 98 |
|
|
2022
Q1 | $1.61M | Sell |
14,450
-1,300
| -8% | -$135K | 0.32% | 86 |
|
|
2021
Q4 | $1.65M | Hold |
15,750
| – | – | 0.33% | 88 |
|
|
2021
Q3 | $1.54M | Hold |
15,750
| – | – | 0.33% | 90 |
|
|
2021
Q2 | $1.56M | Buy |
15,750
+950
| +6% | +$95.4K | 0.33% | 86 |
|
|
2021
Q1 | $1.43M | Hold |
14,800
| – | – | 0.34% | 80 |
|
|
2020
Q4 | $1.35M | Buy |
14,800
+500
| +3% | +$46.3K | 0.34% | 84 |
|
|
2020
Q3 | $1.27M | Buy |
14,300
+1,000
| +8% | +$82.4K | 0.35% | 87 |
|
|
2020
Q2 | $1.06M | Buy |
+13,300
| New | +$1.12M | 0.27% | 96 |
|
|
2018
Q2 | – | Sell |
-2,985
| Closed | -$231K | – | 267 |
|
|
2018
Q1 | $231K | Sell |
2,985
-350
| -10% | -$27.1K | 0.03% | 230 |
|
|
2017
Q4 | $281K | Hold |
3,335
| – | – | 0.03% | 228 |
|
|
2017
Q3 | $280K | Hold |
3,335
| – | – | 0.03% | 267 |
|
|
2017
Q2 | $279K | Hold |
3,335
| – | – | 0.03% | 270 |
|
|
2017
Q1 | $274K | Hold |
3,335
| – | – | 0.03% | 272 |
|
|
2016
Q4 | $259K | Hold |
3,335
| – | – | 0.03% | 283 |
|
|
2016
Q3 | $267K | Hold |
3,335
| – | – | 0.03% | 270 |
|
|
2016
Q2 | $286K | Hold |
3,335
| – | – | 0.04% | 249 |
|
|
2016
Q1 | $269K | Buy |
+3,335
| New | +$252K | 0.05% | 253 |
|
|
2013
Q4 | – | Sell |
-1,100
| Closed | -$73K | – | 111 |
|
|
2013
Q3 | $73K | Hold |
1,100
| – | – | 0.03% | 291 |
|
|
2013
Q2 | $74K | Buy |
+1,100
| New | +$77.7K | 0.03% | 269 |
|
Other funds holding DUK
N
Spirit of America Management Corp's DUK Position: Q2 2026 in Review
Spirit of America Management Corp increased its Duke Energy (DUK) stake by 2.1% in Q2 2026, buying an estimated $63.1K and bringing the position to 23,900 shares worth $3.03M. The position accounts for 0.57% of the portfolio, ranked #54.
Spirit of America Management Corp first reported a position in DUK in Q2 2013 and has held it in 36 quarters since. The position peaked at $3.06M in Q1 2026. 1,977 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Spirit of America Management Corp held 23,900 shares of Duke Energy worth $3.03M as of Q2 2026.
- Spirit of America Management Corp bought 500 Duke Energy shares in Q2 2026, an estimated $63.1K.
- Duke Energy made up 0.57% of Spirit of America Management Corp's portfolio in Q2 2026, its #54 holding.
- Spirit of America Management Corp first reported a position in Duke Energy in Q2 2013 and has held it in 36 quarters since.
- Spirit of America Management Corp's Duke Energy position peaked at $3.06M in Q1 2026.
- 1,977 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.