Sumitomo Mitsui Trust Group’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 | $222M | Sell |
1,756,974
-1,112
| -0.1% | -$140K | 0.13% | 142 |
|
|
2026
Q1 | $230M | Sell |
1,758,086
-117,497
| -6% | -$14.7M | 0.15% | 130 |
|
|
2025
Q4 | $220M | Sell |
1,875,583
-109,460
| -6% | -$13.4M | 0.13% | 144 |
|
|
2025
Q3 | $246M | Buy |
1,985,043
+67,092
| +3% | +$8.14M | 0.14% | 139 |
|
|
2025
Q2 | $226M | Buy |
1,917,951
+44,982
| +2% | +$5.31M | 0.14% | 150 |
|
|
2025
Q1 | $228M | Buy |
1,872,969
+14,397
| +0.8% | +$1.64M | 0.16% | 131 |
|
|
2024
Q4 | $200M | Buy |
1,858,572
+48,447
| +3% | +$5.49M | 0.14% | 150 |
|
|
2024
Q3 | $209M | Buy |
1,810,125
+17,847
| +1% | +$1.99M | 0.14% | 148 |
|
|
2024
Q2 | $180M | Sell |
1,792,278
-146,153
| -8% | -$14.6M | 0.13% | 155 |
|
|
2024
Q1 | $187M | Sell |
1,938,431
-22,091
| -1% | -$2.1M | 0.13% | 163 |
|
|
2023
Q4 | $190M | Sell |
1,960,522
-1,662
| -0.1% | -$151K | 0.14% | 156 |
|
|
2023
Q3 | $173M | Sell |
1,962,184
-35,620
| -2% | -$3.27M | 0.14% | 152 |
|
|
2023
Q2 | $179M | Sell |
1,997,804
-304,242
| -13% | -$28.7M | 0.14% | 155 |
|
|
2023
Q1 | $222M | Sell |
2,302,046
-7,027
| -0.3% | -$694K | 0.17% | 131 |
|
|
2022
Q4 | $238M | Sell |
2,309,073
-33,149
| -1% | -$3.18M | 0.19% | 120 |
|
|
2022
Q3 | $218M | Sell |
2,342,222
-87,993
| -4% | -$9.45M | 0.18% | 123 |
|
|
2022
Q2 | $261M | Buy |
2,430,215
+54,266
| +2% | +$5.97M | 0.2% | 106 |
|
|
2022
Q1 | $265M | Sell |
2,375,949
-34,833
| -1% | -$3.62M | 0.18% | 122 |
|
|
2021
Q4 | $253M | Sell |
2,410,782
-106,604
| -4% | -$10.8M | 0.15% | 141 |
|
|
2021
Q3 | $246M | Sell |
2,517,386
-112,841
| -4% | -$11.7M | 0.15% | 137 |
|
|
2021
Q2 | $260M | Buy |
2,630,227
+94,096
| +4% | +$9.45M | 0.15% | 145 |
|
|
2021
Q1 | $245M | Sell |
2,536,131
-48,744
| -2% | -$4.45M | 0.15% | 150 |
|
|
2020
Q4 | $237M | Sell |
2,584,875
-367,378
| -12% | -$34M | 0.15% | 147 |
|
|
2020
Q3 | $261M | Sell |
2,952,253
-385,200
| -12% | -$31.8M | 0.18% | 126 |
|
|
2020
Q2 | $267M | Sell |
3,337,453
-54,036
| -2% | -$4.57M | 0.19% | 116 |
|
|
2020
Q1 | $274M | Buy |
3,391,489
+215,285
| +7% | +$19.8M | 0.24% | 93 |
|
|
2019
Q4 | $290M | Buy |
3,176,204
+41,115
| +1% | +$3.77M | 0.23% | 91 |
|
|
2019
Q3 | $301M | Buy |
3,135,089
+248,028
| +9% | +$22.6M | 0.26% | 81 |
|
|
2019
Q2 | $255M | Buy |
2,887,061
+42,345
| +1% | +$3.74M | 0.23% | 91 |
|
|
2019
Q1 | $256M | Sell |
2,844,716
-56,332
| -2% | -$4.97M | 0.24% | 91 |
|
|
2018
Q4 | $250M | Buy |
2,901,048
+575,712
| +25% | +$49M | 0.27% | 83 |
|
|
2018
Q3 | $186M | Buy |
2,325,336
+44,505
| +2% | +$3.6M | 0.2% | 110 |
|
|
2018
Q2 | $180M | Buy |
2,280,831
+140,718
| +7% | +$10.8M | 0.21% | 109 |
|
|
2018
Q1 | $166M | Buy |
2,140,113
+15,758
| +0.7% | +$1.22M | 0.21% | 109 |
|
|
2017
Q4 | $179M | Buy |
2,124,355
+43,026
| +2% | +$3.76M | 0.23% | 101 |
|
|
2017
Q3 | $175M | Buy |
2,081,329
+12,122
| +0.6% | +$1.04M | 0.25% | 94 |
|
|
2017
Q2 | $173M | Buy |
2,069,207
+51,707
| +3% | +$4.35M | 0.25% | 90 |
|
|
2017
Q1 | $165M | Buy |
2,017,500
+5,834
| +0.3% | +$464K | 0.26% | 90 |
|
|
2016
Q4 | $156M | Sell |
2,011,666
-26,158
| -1% | -$2M | 0.25% | 88 |
|
|
2016
Q3 | $163M | Buy |
2,037,824
+39,346
| +2% | +$3.26M | 0.27% | 81 |
|
|
2016
Q2 | $171M | Buy |
1,998,478
+2,656
| +0.1% | +$212K | 0.3% | 72 |
|
|
2016
Q1 | $161M | Buy |
1,995,822
+65,779
| +3% | +$4.98M | 0.28% | 76 |
|
|
2015
Q4 | $139M | Sell |
1,930,043
-11,095
| -0.6% | -$780K | 0.25% | 88 |
|
|
2015
Q3 | $140M | Sell |
1,941,138
-10,310
| -0.5% | -$747K | 0.27% | 81 |
|
|
2015
Q2 | $138M | Buy |
1,951,448
+47,167
| +2% | +$3.56M | 0.25% | 97 |
|
|
2015
Q1 | $146M | Buy |
1,904,281
+191,502
| +11% | +$15.5M | 0.26% | 90 |
|
|
2014
Q4 | $145M | Sell |
1,712,779
-31,654
| -2% | -$2.55M | 0.28% | 80 |
|
|
2014
Q3 | $130M | Buy |
1,744,433
+18,314
| +1% | +$1.34M | 0.26% | 91 |
|
|
2014
Q2 | $128M | Sell |
1,726,119
-63,414
| -4% | -$4.56M | 0.26% | 91 |
|
|
2014
Q1 | $127M | Sell |
1,789,533
-46,576
| -3% | -$3.25M | 0.27% | 88 |
|
|
2013
Q4 | $127M | Sell |
1,836,109
-61,399
| -3% | -$4.3M | 0.26% | 91 |
|
|
2013
Q3 | $127M | Sell |
1,897,508
-14,328
| -0.7% | -$978K | 0.27% | 84 |
|
|
2013
Q2 | $129M | Buy |
+1,911,836
| New | +$135M | 0.29% | 76 |
|
Other funds holding DUK
Sumitomo Mitsui Trust Group's DUK Position: Q2 2026 in Review
Sumitomo Mitsui Trust Group reduced its Duke Energy (DUK) stake by 0.06% in Q2 2026, selling an estimated $140K and leaving 1,756,974 shares worth $222M. The position accounts for 0.13% of the portfolio, ranked #142.
Sumitomo Mitsui Trust Group first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $301M in Q3 2019. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Sumitomo Mitsui Trust Group held 1,756,974 shares of Duke Energy worth $222M as of Q2 2026.
- Sumitomo Mitsui Trust Group sold 1,112 Duke Energy shares in Q2 2026, an estimated $140K.
- Duke Energy made up 0.13% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #142 holding.
- Sumitomo Mitsui Trust Group first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- Sumitomo Mitsui Trust Group's Duke Energy position peaked at $301M in Q3 2019.
- 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.