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Sterling Investment Counsel’s Duke Energy DUK Stock Holding History

Sterling Investment Counsel’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 		$301K Sell
2,376
-1,086
-31% -$137K 0.07% 155
2026
Q1 		$453K Sell
3,462
-81
-2% -$10.1K 0.13% 105
2025
Q4 		$382K Buy
+3,543
New +$433K 0.11% 118
2025
Q3 		– Sell
-3,263
Closed -$385K – 139
2025
Q2 		$385K Sell
3,263
-291
-8% -$34.3K 0.23% 75
2025
Q1 		$433K Buy
3,554
+291
+9% +$33.2K 0.15% 101
2024
Q4 		$352K Hold
3,263
– – 0.23% 79
2024
Q3 		$376K Hold
3,263
– – 0.13% 109
2024
Q2 		$327K Sell
3,263
-660
-17% -$66K 0.13% 113
2024
Q1 		$379K Buy
3,923
+287
+8% +$27.2K 0.18% 93
2023
Q4 		$353K Buy
3,636
+135
+4% +$12.3K 0.18% 96
2023
Q3 		$309K Hold
3,501
– – 0.18% 104
2023
Q2 		$314K Buy
3,501
+45
+1% +$4.25K 0.17% 108
2023
Q1 		$333K Sell
3,456
-450
-12% -$44.5K 0.2% 100
2022
Q4 		$402K Hold
3,906
– – 0.25% 80
2022
Q3 		$362K Hold
3,906
– – 0.26% 74
2022
Q2 		$418K Buy
3,906
+800
+26% +$88K 0.32% 73
2022
Q1 		$347K Buy
3,106
+320
+11% +$33.2K 0.23% 102
2021
Q4 		$292K Buy
+2,786
New +$282K 0.2% 108

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sterling Investment Counsel's DUK Position: Q2 2026 in Review

Sterling Investment Counsel reduced its Duke Energy (DUK) stake by 31% in Q2 2026, selling an estimated $137K and leaving 2,376 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #155.

Sterling Investment Counsel first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $453K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sterling Investment Counsel held 2,376 shares of Duke Energy worth $301K as of Q2 2026.
  • Sterling Investment Counsel sold 1,086 Duke Energy shares in Q2 2026, an estimated $137K.
  • Duke Energy made up 0.07% of Sterling Investment Counsel's portfolio in Q2 2026, its #155 holding.
  • Sterling Investment Counsel first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • Sterling Investment Counsel's Duke Energy position peaked at $453K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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