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Sumitomo Mitsui DS Asset Management’s Duke Energy DUK Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$15.5M Buy
122,435
+5,069
+4% +$639K 0.11% 157
2026
Q1 		$15.4M Buy
117,366
+1,854
+2% +$232K 0.12% 156
2025
Q4 		$13.5M Buy
115,512
+1,046
+0.9% +$128K 0.11% 161
2025
Q3 		$14.2M Buy
114,466
+2,126
+2% +$258K 0.11% 159
2025
Q2 		$13.3M Buy
112,340
+4,665
+4% +$550K 0.12% 155
2025
Q1 		$13.1M Buy
107,675
+5,391
+5% +$615K 0.13% 140
2024
Q4 		$11M Buy
102,284
+4,102
+4% +$465K 0.11% 148
2024
Q3 		$11.3M Buy
98,182
+1,441
+1% +$160K 0.12% 155
2024
Q2 		$9.7M Buy
96,741
+4,141
+4% +$414K 0.11% 155
2024
Q1 		$8.96M Buy
92,600
+5,082
+6% +$482K 0.11% 160
2023
Q4 		$8.49M Buy
87,518
+779
+0.9% +$70.9K 0.11% 183
2023
Q3 		$7.66M Buy
86,739
+4,252
+5% +$390K 0.12% 154
2023
Q2 		$7.4M Buy
82,487
+2,182
+3% +$206K 0.11% 159
2023
Q1 		$7.75M Buy
80,305
+14,686
+22% +$1.45M 0.14% 133
2022
Q4 		$6.76M Buy
65,619
+3,197
+5% +$307K 0.14% 139
2022
Q3 		$5.81M Buy
62,422
+3,308
+6% +$355K 0.13% 139
2022
Q2 		$6.34M Sell
59,114
-5,318
-8% -$585K 0.15% 120
2022
Q1 		$7.19M Buy
64,432
+1,029
+2% +$107K 0.15% 124
2021
Q4 		$6.65M Buy
63,403
+2,797
+5% +$284K 0.14% 138
2021
Q3 		$5.91M Sell
60,606
-1,026
-2% -$106K 0.14% 139
2021
Q2 		$6.08M Buy
61,632
+1,593
+3% +$160K 0.14% 140
2021
Q1 		$5.79M Buy
60,039
+2,961
+5% +$270K 0.15% 136
2020
Q4 		$5.23M Buy
57,078
+1,252
+2% +$116K 0.15% 134
2020
Q3 		$4.94M Buy
55,826
+6,687
+14% +$551K 0.16% 120
2020
Q2 		$3.92M Buy
49,139
+643
+1% +$54.3K 0.14% 137
2020
Q1 		$3.92M Sell
48,496
-36,711
-43% -$3.37M 0.16% 118
2019
Q4 		$7.77M Buy
85,207
+35,730
+72% +$3.28M 0.26% 82
2019
Q3 		$4.74M Sell
49,477
-29,114
-37% -$2.65M 0.18% 126
2019
Q2 		$6.93M Buy
78,591
+13,593
+21% +$1.2M 0.28% 73
2019
Q1 		$5.85M Buy
64,998
+14,331
+28% +$1.26M 0.1% 174
2018
Q4 		$4.37M Sell
50,667
-1,559
-3% -$133K 0.08% 193
2018
Q3 		$4.18M Sell
52,226
-550
-1% -$44.5K 0.06% 223
2018
Q2 		$4.17M Buy
52,776
+997
+2% +$76.7K 0.06% 219
2018
Q1 		$4.01M Buy
51,779
+1,573
+3% +$122K 0.06% 242
2017
Q4 		$4.22M Sell
50,206
-3,698
-7% -$323K 0.06% 234
2017
Q3 		$4.52M Sell
53,904
-2,749
-5% -$235K 0.07% 219
2017
Q2 		$4.74M Sell
56,653
-871
-2% -$73.2K 0.08% 222
2017
Q1 		$4.72M Buy
57,524
+5,921
+11% +$471K 0.08% 222
2016
Q4 		$4M Sell
51,603
-1,960
-4% -$150K 0.08% 222
2016
Q3 		$4.29M Buy
53,563
+803
+2% +$66.5K 0.09% 213
2016
Q2 		$4.53M Buy
52,760
+685
+1% +$54.7K 0.14% 156
2016
Q1 		$4.2M Buy
52,075
+1,863
+4% +$141K 0.13% 166
2015
Q4 		$3.58M Sell
50,212
-2,156
-4% -$152K 0.12% 176
2015
Q3 		$3.77M Sell
52,368
-1,106
-2% -$80.1K 0.13% 182
2015
Q2 		$3.78M Sell
53,474
-2,326
-4% -$176K 0.12% 191
2015
Q1 		$4.28M Sell
55,800
-4,302
-7% -$349K 0.13% 177
2014
Q4 		$5.02M Sell
60,102
-5,215
-8% -$421K 0.15% 160
2014
Q3 		$4.88M Sell
65,317
-4,752
-7% -$347K 0.15% 158
2014
Q2 		$5.2M Sell
70,069
-4,490
-6% -$323K 0.15% 160
2014
Q1 		$5.31M Sell
74,559
-4,486
-6% -$313K 0.16% 145
2013
Q4 		$5.45M Sell
79,045
-6,436
-8% -$450K 0.16% 143
2013
Q3 		$5.71M Sell
85,481
-4,250
-5% -$290K 0.16% 134
2013
Q2 		$6.06M Buy
+89,731
New +$6.34M 0.17% 127

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's DUK Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Duke Energy (DUK) stake by 4.3% in Q2 2026, buying an estimated $639K and bringing the position to 122,435 shares worth $15.5M. The position accounts for 0.11% of the portfolio, ranked #157.

Sumitomo Mitsui DS Asset Management first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 122,435 shares of Duke Energy worth $15.5M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management bought 5,069 Duke Energy shares in Q2 2026, an estimated $639K.
  • Duke Energy made up 0.11% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #157 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.