SGK
DUK icon

Steigerwald Gordon & Koch’s Duke Energy DUK Stock Holding History

Steigerwald Gordon & Koch’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 		$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

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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. 894 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.
  • 894 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.