Tompkins Financial’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 | $10.2M | Sell |
80,865
-929
| -1% | -$117K | 0.72% | 35 |
|
|
2026
Q1 | $10.7M | Sell |
81,794
-1,440
| -2% | -$180K | 0.85% | 31 |
|
|
2025
Q4 | $9.76M | Buy |
83,234
+406
| +0.5% | +$49.6K | 0.76% | 38 |
|
|
2025
Q3 | $10.2M | Sell |
82,828
-968
| -1% | -$117K | 0.86% | 35 |
|
|
2025
Q2 | $9.89M | Sell |
83,796
-1,859
| -2% | -$219K | 0.91% | 34 |
|
|
2025
Q1 | $10.4M | Sell |
85,655
-810
| -0.9% | -$92.3K | 1% | 32 |
|
|
2024
Q4 | $9.32M | Buy |
86,465
+1,434
| +2% | +$162K | 0.87% | 34 |
|
|
2024
Q3 | $9.8M | Buy |
85,031
+989
| +1% | +$110K | 0.94% | 35 |
|
|
2024
Q2 | $8.42M | Sell |
84,042
-787
| -0.9% | -$78.7K | 0.88% | 35 |
|
|
2024
Q1 | $8.2M | Buy |
84,829
+1,033
| +1% | +$98K | 0.93% | 36 |
|
|
2023
Q4 | $8.13M | Buy |
83,796
+10,502
| +14% | +$955K | 0.98% | 31 |
|
|
2023
Q3 | $6.47M | Buy |
73,294
+9,815
| +15% | +$900K | 1.02% | 35 |
|
|
2023
Q2 | $5.7M | Sell |
63,479
-3,569
| -5% | -$337K | 0.89% | 37 |
|
|
2023
Q1 | $6.47M | Buy |
67,048
+1,802
| +3% | +$178K | 1.05% | 31 |
|
|
2022
Q4 | $6.72M | Sell |
65,246
-887
| -1% | -$85.1K | 1.06% | 27 |
|
|
2022
Q3 | $6.15M | Sell |
66,133
-468
| -0.7% | -$50.3K | 1.04% | 29 |
|
|
2022
Q2 | $7.14M | Buy |
66,601
+1,384
| +2% | +$152K | 1.15% | 24 |
|
|
2022
Q1 | $7.28M | Buy |
65,217
+6,145
| +10% | +$638K | 1.03% | 27 |
|
|
2021
Q4 | $6.2M | Sell |
59,072
-179
| -0.3% | -$18.1K | 1.1% | 39 |
|
|
2021
Q3 | $5.78M | Buy |
+59,251
| New | +$6.13M | 1.06% | 39 |
|
|
2021
Q1 | $6.61M | Buy |
68,495
+2,278
| +3% | +$208K | 1.12% | 31 |
|
|
2020
Q4 | $6.06M | Buy |
66,217
+6,689
| +11% | +$619K | 1.09% | 32 |
|
|
2020
Q3 | $5.27M | Buy |
59,528
+1,685
| +3% | +$139K | 1.01% | 35 |
|
|
2020
Q2 | $4.62M | Buy |
57,843
+3,356
| +6% | +$284K | 0.97% | 34 |
|
|
2020
Q1 | $4.41M | Sell |
54,487
-353
| -0.6% | -$32.4K | 1.02% | 28 |
|
|
2019
Q4 | $5M | Buy |
54,840
+3,115
| +6% | +$286K | 0.92% | 33 |
|
|
2019
Q3 | $4.96M | Buy |
51,725
+1,280
| +3% | +$116K | 1.01% | 26 |
|
|
2019
Q2 | $4.45M | Buy |
50,445
+3,052
| +6% | +$270K | 0.9% | 35 |
|
|
2019
Q1 | $4.26M | Buy |
47,393
+3,246
| +7% | +$286K | 0.81% | 30 |
|
|
2018
Q4 | $3.81M | Buy |
44,147
+1,228
| +3% | +$105K | 0.84% | 31 |
|
|
2018
Q3 | $3.43M | Buy |
42,919
+911
| +2% | +$73.7K | 0.7% | 38 |
|
|
2018
Q2 | $3.32M | Sell |
42,008
-348
| -0.8% | -$26.8K | 0.72% | 34 |
|
|
2018
Q1 | $3.28M | Buy |
42,356
+1,707
| +4% | +$132K | 0.73% | 37 |
|
|
2017
Q4 | $3.42M | Buy |
40,649
+1,811
| +5% | +$158K | 0.78% | 35 |
|
|
2017
Q3 | $3.26M | Buy |
38,838
+1,393
| +4% | +$119K | 0.77% | 32 |
|
|
2017
Q2 | $3.13M | Buy |
37,445
+95
| +0.3% | +$7.99K | 0.79% | 31 |
|
|
2017
Q1 | $3.06M | Buy |
37,350
+1,729
| +5% | +$137K | 0.78% | 35 |
|
|
2016
Q4 | $2.77M | Buy |
35,621
+1,789
| +5% | +$137K | 0.72% | 37 |
|
|
2016
Q3 | $2.71M | Sell |
33,832
-1,784
| -5% | -$148K | 0.78% | 33 |
|
|
2016
Q2 | $3.06M | Buy |
35,616
+2,390
| +7% | +$191K | 0.9% | 25 |
|
|
2016
Q1 | $2.68M | Buy |
33,226
+26,092
| +366% | +$1.97M | 0.85% | 30 |
|
|
2015
Q4 | $509K | Sell |
7,134
-100
| -1% | -$7.03K | 0.16% | 107 |
|
|
2015
Q3 | $520K | Hold |
7,234
| – | – | 0.17% | 100 |
|
|
2015
Q2 | $511K | Hold |
7,234
| – | – | 0.14% | 109 |
|
|
2015
Q1 | $555K | Sell |
7,234
-90
| -1% | -$7.3K | 0.14% | 104 |
|
|
2014
Q4 | $612K | Sell |
7,324
-371
| -5% | -$29.9K | 0.15% | 100 |
|
|
2014
Q3 | $575K | Sell |
7,695
-313
| -4% | -$22.8K | 0.15% | 109 |
|
|
2014
Q2 | $594K | Buy |
8,008
+3
| +0% | +$216 | 0.15% | 109 |
|
|
2014
Q1 | $570K | Buy |
8,005
+146
| +2% | +$10.2K | 0.14% | 109 |
|
|
2013
Q4 | $542K | Hold |
7,859
| – | – | 0.14% | 108 |
|
|
2013
Q3 | $525K | Sell |
7,859
-161
| -2% | -$11K | 0.15% | 109 |
|
|
2013
Q2 | $541K | Buy |
+8,020
| New | +$567K | 0.16% | 105 |
|
Other funds holding DUK
Tompkins Financial's DUK Position: Q2 2026 in Review
Tompkins Financial reduced its Duke Energy (DUK) stake by 1.1% in Q2 2026, selling an estimated $117K and leaving 80,865 shares worth $10.2M. The position accounts for 0.72% of the portfolio, ranked #35.
Tompkins Financial first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.7M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Tompkins Financial held 80,865 shares of Duke Energy worth $10.2M as of Q2 2026.
- Tompkins Financial sold 929 Duke Energy shares in Q2 2026, an estimated $117K.
- Duke Energy made up 0.72% of Tompkins Financial's portfolio in Q2 2026, its #35 holding.
- Tompkins Financial first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- Tompkins Financial's Duke Energy position peaked at $10.7M in Q1 2026.
- 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.