Triangle Securities Wealth Management’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 | $3.65M | Sell |
28,821
-166
| -0.6% | -$20.9K | 0.72% | 42 |
|
|
2026
Q1 | $3.8M | Sell |
28,987
-144
| -0.5% | -$18K | 0.86% | 35 |
|
|
2025
Q4 | $3.41M | Sell |
29,131
-845
| -3% | -$103K | 0.72% | 42 |
|
|
2025
Q3 | $3.71M | Buy |
29,976
+1,033
| +4% | +$125K | 0.84% | 33 |
|
|
2025
Q2 | $3.42M | Sell |
28,943
-1,881
| -6% | -$222K | 0.84% | 35 |
|
|
2025
Q1 | $3.76M | Buy |
30,824
+235
| +0.8% | +$26.8K | 0.97% | 30 |
|
|
2024
Q4 | $3.3M | Buy |
30,589
+1,020
| +3% | +$116K | 0.85% | 30 |
|
|
2024
Q3 | $3.41M | Sell |
29,569
-700
| -2% | -$77.9K | 0.88% | 29 |
|
|
2024
Q2 | $3.03M | Buy |
30,269
+1,994
| +7% | +$199K | 0.86% | 31 |
|
|
2024
Q1 | $2.73M | Buy |
28,275
+1,262
| +5% | +$120K | 0.78% | 31 |
|
|
2023
Q4 | $2.62M | Buy |
27,013
+1,333
| +5% | +$121K | 0.82% | 29 |
|
|
2023
Q3 | $2.27M | Buy |
25,680
+400
| +2% | +$36.7K | 0.81% | 30 |
|
|
2023
Q2 | $2.27M | Sell |
25,280
-273
| -1% | -$25.8K | 0.78% | 34 |
|
|
2023
Q1 | $2.47M | Sell |
25,553
-300
| -1% | -$29.6K | 0.88% | 28 |
|
|
2022
Q4 | $2.66M | Buy |
25,853
+339
| +1% | +$32.5K | 0.98% | 29 |
|
|
2022
Q3 | $2.37M | Sell |
25,514
-327
| -1% | -$35.1K | 0.97% | 29 |
|
|
2022
Q2 | $2.77M | Sell |
25,841
-170
| -0.7% | -$18.7K | 1.08% | 23 |
|
|
2022
Q1 | $2.9M | Sell |
26,011
-25
| -0.1% | -$2.6K | 0.97% | 26 |
|
|
2021
Q4 | $2.73M | Sell |
26,036
-23
| -0.1% | -$2.33K | 0.85% | 31 |
|
|
2021
Q3 | $2.54M | Buy |
26,059
+92
| +0.4% | +$9.52K | 0.86% | 31 |
|
|
2021
Q2 | $2.56M | Buy |
25,967
+6
| +0% | +$603 | 0.87% | 31 |
|
|
2021
Q1 | $2.51M | Buy |
25,961
+451
| +2% | +$41.2K | 0.91% | 30 |
|
|
2020
Q4 | $2.34M | Sell |
25,510
-436
| -2% | -$40.3K | 0.93% | 28 |
|
|
2020
Q3 | $2.3M | Buy |
25,946
+572
| +2% | +$47.1K | 1.04% | 27 |
|
|
2020
Q2 | $2.03M | Buy |
25,374
+3,038
| +14% | +$257K | 0.97% | 27 |
|
|
2020
Q1 | $1.81M | Buy |
22,336
+986
| +5% | +$90.6K | 1.04% | 29 |
|
|
2019
Q4 | $1.95M | Sell |
21,350
-1,607
| -7% | -$147K | 0.84% | 36 |
|
|
2019
Q3 | $2.2M | Buy |
22,957
+627
| +3% | +$57.1K | 1.08% | 28 |
|
|
2019
Q2 | $2M | Buy |
22,330
+936
| +4% | +$82.7K | 1.02% | 31 |
|
|
2019
Q1 | $1.93M | Sell |
21,394
-6,139
| -22% | -$541K | 1.01% | 33 |
|
|
2018
Q4 | $2.38M | Buy |
27,533
+1,023
| +4% | +$87.1K | 1.4% | 19 |
|
|
2018
Q3 | $2.12M | Sell |
26,510
-730
| -3% | -$59K | 1.13% | 30 |
|
|
2018
Q2 | $2.15M | Sell |
27,240
-664
| -2% | -$51.1K | 1.2% | 27 |
|
|
2018
Q1 | $2.16M | Sell |
27,904
-79
| -0.3% | -$6.11K | 1.24% | 23 |
|
|
2017
Q4 | $2.35M | Sell |
27,983
-154
| -0.5% | -$13.5K | 1.34% | 19 |
|
|
2017
Q3 | $2.36M | Sell |
28,137
-981
| -3% | -$84K | 1.4% | 22 |
|
|
2017
Q2 | $2.43M | Sell |
29,118
-302
| -1% | -$25.4K | 1.61% | 16 |
|
|
2017
Q1 | $2.41M | Sell |
29,420
-499
| -2% | -$39.7K | 1.54% | 17 |
|
|
2016
Q4 | $2.32M | Buy |
29,919
+693
| +2% | +$53.1K | 1.55% | 18 |
|
|
2016
Q3 | $2.34M | Sell |
29,226
-260
| -0.9% | -$21.5K | 1.62% | 17 |
|
|
2016
Q2 | $2.53M | Buy |
29,486
+651
| +2% | +$52K | 1.89% | 13 |
|
|
2016
Q1 | $2.33M | Sell |
28,835
-83
| -0.3% | -$6.28K | 1.52% | 18 |
|
|
2015
Q4 | $2.06M | Buy |
28,918
+10,215
| +55% | +$718K | 1.38% | 23 |
|
|
2015
Q3 | $1.35M | Buy |
18,703
+57
| +0.3% | +$4.13K | 1.02% | 32 |
|
|
2015
Q2 | $1.32M | Buy |
18,646
+115
| +0.6% | +$8.69K | 0.93% | 37 |
|
|
2015
Q1 | $1.42M | Buy |
18,531
+46
| +0.2% | +$3.73K | 0.99% | 34 |
|
|
2014
Q4 | $1.54M | Sell |
18,485
-451
| -2% | -$36.4K | 1.1% | 28 |
|
|
2014
Q3 | $1.42M | Sell |
18,936
-286
| -1% | -$20.9K | 1.09% | 28 |
|
|
2014
Q2 | $1.43M | Sell |
19,222
-862
| -4% | -$62K | 1.09% | 28 |
|
|
2014
Q1 | $1.46M | Buy |
20,084
+1,372
| +7% | +$95.6K | 1.31% | 22 |
|
|
2013
Q4 | $1.29M | Sell |
18,712
-822
| -4% | -$57.5K | 1.05% | 30 |
|
|
2013
Q3 | $1.3M | Sell |
19,534
-273
| -1% | -$18.6K | 1.14% | 28 |
|
|
2013
Q2 | $1.34M | Buy |
+19,807
| New | +$1.4M | 0.99% | 27 |
|
Other funds holding DUK
Triangle Securities Wealth Management's DUK Position: Q2 2026 in Review
Triangle Securities Wealth Management reduced its Duke Energy (DUK) stake by 0.57% in Q2 2026, selling an estimated $20.9K and leaving 28,821 shares worth $3.65M. The position accounts for 0.72% of the portfolio, ranked #42.
Triangle Securities Wealth Management first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.8M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Triangle Securities Wealth Management held 28,821 shares of Duke Energy worth $3.65M as of Q2 2026.
- Triangle Securities Wealth Management sold 166 Duke Energy shares in Q2 2026, an estimated $20.9K.
- Duke Energy made up 0.72% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #42 holding.
- Triangle Securities Wealth Management first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- Triangle Securities Wealth Management's Duke Energy position peaked at $3.8M in Q1 2026.
- 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.