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Successful Portfolios’s Duke Energy DUK Stock Holding History

Successful Portfolios’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 		$1.93M Hold
15,407
– – 0.9% 28
2026
Q1 		$2.02M Sell
15,407
-15
-0.1% -$1.88K 1.11% 21
2025
Q4 		$1.8M Sell
15,422
-4,254
-22% -$519K 0.92% 26
2025
Q3 		$2.43M Sell
19,676
-25
-0.1% -$3.03K 1.42% 17
2025
Q2 		$2.32M Sell
19,701
-6
-0% -$708 1.43% 17
2025
Q1 		$2.4M Hold
19,707
– – 1.63% 16
2024
Q4 		$2.12M Hold
19,707
– – 1.42% 16
2024
Q3 		$2.27M Sell
19,707
-76
-0.4% -$8.46K 1.54% 14
2024
Q2 		$1.98M Sell
19,783
-911
-4% -$91.1K 1.39% 16
2024
Q1 		$2M Sell
20,694
-478
-2% -$45.3K 1.37% 16
2023
Q4 		$2.05M Buy
21,172
+1,988
+10% +$181K 1.54% 13
2023
Q3 		$1.69M Sell
19,184
-200
-1% -$18.3K 1.5% 13
2023
Q2 		$1.74M Sell
19,384
-520
-3% -$49.1K 1.5% 12
2023
Q1 		$1.92M Sell
19,904
-175
-0.9% -$17.3K 1.21% 16
2022
Q4 		$2.07M Buy
20,079
+250
+1% +$24K 1.35% 14
2022
Q3 		$1.84M Buy
19,829
+30
+0.2% +$3.22K 1.34% 16
2022
Q2 		$2.12M Sell
19,799
-25
-0.1% -$2.75K 1.43% 11
2022
Q1 		$2.21M Buy
19,824
+47
+0.2% +$4.88K 1.26% 18
2021
Q4 		$2.08M Sell
19,777
-25
-0.1% -$2.53K 1.13% 20
2021
Q3 		$1.93M Buy
19,802
+620
+3% +$64.2K 1.15% 21
2021
Q2 		$1.89M Hold
19,182
– – 1.15% 21
2021
Q1 		$1.85M Buy
19,182
+705
+4% +$64.3K 1.22% 16
2020
Q4 		$1.69M Hold
18,477
– – 1.21% 19
2020
Q3 		$1.64M Hold
18,477
– – 1.31% 15
2020
Q2 		$1.48M Buy
18,477
+275
+2% +$23.2K 1.3% 12
2020
Q1 		$1.47M Buy
18,202
+228
+1% +$20.9K 1.49% 14
2019
Q4 		$1.64M Buy
17,974
+86
+0.5% +$7.88K 1.46% 13
2019
Q3 		$1.72M Sell
17,888
-103
-0.6% -$9.37K 1.61% 9
2019
Q2 		$1.59M Sell
17,991
-16
-0.1% -$1.41K 1.7% 7
2019
Q1 		$1.62M Buy
18,007
+3
+0% +$265 1.77% 7
2018
Q4 		$1.55M Sell
18,004
-4
-0% -$340 1.99% 5
2018
Q3 		$1.44M Sell
18,008
-39
-0.2% -$3.15K 1.57% 13
2018
Q2 		$1.43M Sell
18,047
-200
-1% -$15.4K 1.67% 9
2018
Q1 		$1.41M Sell
18,247
-271
-1% -$20.9K 1.72% 8
2017
Q4 		$1.56M Buy
+18,518
New +$1.62M 1.94% 8

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Successful Portfolios's DUK Position: Q2 2026 in Review

Successful Portfolios held its Duke Energy (DUK) position steady in Q2 2026 at 15,407 shares worth $1.93M. The position accounts for 0.9% of the portfolio, ranked #28.

Successful Portfolios first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.43M in Q3 2025. 437 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Successful Portfolios held 15,407 shares of Duke Energy worth $1.93M as of Q2 2026.
  • Successful Portfolios left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.9% of Successful Portfolios's portfolio in Q2 2026, its #28 holding.
  • Successful Portfolios first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
  • Successful Portfolios's Duke Energy position peaked at $2.43M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.