Steigerwald Gordon & Koch’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 | $548K | Buy |
4,331
+91
| +2% | +$11.5K | 0.05% | 83 |
|
|
2026
Q1 | $555K | Sell |
4,240
-100
| -2% | -$12.5K | 0.06% | 82 |
|
|
2025
Q4 | $509K | Hold |
4,340
| – | – | 0.05% | 89 |
|
|
2025
Q3 | $537K | Buy |
4,340
+63
| +1% | +$7.64K | 0.05% | 86 |
|
|
2025
Q2 | $505K | Sell |
4,277
-11
| -0.3% | -$1.3K | 0.05% | 82 |
|
|
2025
Q1 | $523K | Buy |
4,288
+82
| +2% | +$9.35K | 0.06% | 81 |
|
|
2024
Q4 | $453K | Sell |
4,206
-106
| -2% | -$12K | 0.05% | 86 |
|
|
2024
Q3 | $497K | Hold |
4,312
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $432K | Sell |
4,312
-168
| -4% | -$16.8K | 0.05% | 83 |
|
|
2024
Q1 | $433K | Sell |
4,480
-66
| -1% | -$6.26K | 0.05% | 85 |
|
|
2023
Q4 | $441K | Sell |
4,546
-281
| -6% | -$25.6K | 0.06% | 85 |
|
|
2023
Q3 | $426K | Sell |
4,827
-33
| -0.7% | -$3.02K | 0.07% | 81 |
|
|
2023
Q2 | $436K | Sell |
4,860
-30
| -0.6% | -$2.83K | 0.06% | 80 |
|
|
2023
Q1 | $472K | Sell |
4,890
-362
| -7% | -$35.8K | 0.07% | 80 |
|
|
2022
Q4 | $541K | Buy |
5,252
+153
| +3% | +$14.7K | 0.09% | 75 |
|
|
2022
Q3 | $474K | Hold |
5,099
| – | – | 0.09% | 73 |
|
|
2022
Q2 | $547K | Buy |
5,099
+304
| +6% | +$33.4K | 0.1% | 72 |
|
|
2022
Q1 | $535K | Sell |
4,795
-95
| -2% | -$9.87K | 0.08% | 76 |
|
|
2021
Q4 | $513K | Sell |
4,890
-20
| -0.4% | -$2.03K | 0.08% | 77 |
|
|
2021
Q3 | $479K | Buy |
4,910
+30
| +0.6% | +$3.11K | 0.08% | 78 |
|
|
2021
Q2 | $482K | Sell |
4,880
-75
| -2% | -$7.54K | 0.08% | 78 |
|
|
2021
Q1 | $478K | Sell |
4,955
-192
| -4% | -$17.5K | 0.09% | 78 |
|
|
2020
Q4 | $471K | Hold |
5,147
| – | – | 0.1% | 74 |
|
|
2020
Q3 | $456K | Hold |
5,147
| – | – | 0.11% | 69 |
|
|
2020
Q2 | $411K | Hold |
5,147
| – | – | 0.11% | 67 |
|
|
2020
Q1 | $416K | Sell |
5,147
-730
| -12% | -$67.1K | 0.14% | 62 |
|
|
2019
Q4 | $536K | Buy |
5,877
+1,479
| +34% | +$136K | 0.13% | 59 |
|
|
2019
Q3 | $422K | Hold |
4,398
| – | – | 0.11% | 59 |
|
|
2019
Q2 | $388K | Sell |
4,398
-350
| -7% | -$30.9K | 0.1% | 61 |
|
|
2019
Q1 | $427K | Sell |
4,748
-100
| -2% | -$8.82K | 0.11% | 59 |
|
|
2018
Q4 | $418K | Sell |
4,848
-190
| -4% | -$16.2K | 0.12% | 56 |
|
|
2018
Q3 | $403K | Buy |
5,038
+90
| +2% | +$7.28K | 0.1% | 61 |
|
|
2018
Q2 | $391K | Buy |
4,948
+169
| +4% | +$13K | 0.1% | 61 |
|
|
2018
Q1 | $370K | Sell |
4,779
-116
| -2% | -$8.97K | 0.1% | 57 |
|
|
2017
Q4 | $412K | Buy |
+4,895
| New | +$428K | 0.11% | 51 |
|
Other funds holding DUK
Steigerwald Gordon & Koch's DUK Position: Q2 2026 in Review
Steigerwald Gordon & Koch increased its Duke Energy (DUK) stake by 2.1% in Q2 2026, buying an estimated $11.5K and bringing the position to 4,331 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #83.
Steigerwald Gordon & Koch first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. The position peaked at $555K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Steigerwald Gordon & Koch held 4,331 shares of Duke Energy worth $548K as of Q2 2026.
- Steigerwald Gordon & Koch bought 91 Duke Energy shares in Q2 2026, an estimated $11.5K.
- Duke Energy made up 0.05% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #83 holding.
- Steigerwald Gordon & Koch first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
- Steigerwald Gordon & Koch's Duke Energy position peaked at $555K in Q1 2026.
- 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.