Westside Investment 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 | $139K | Sell |
1,099
-17
| -2% | -$2.14K | 0.02% | 365 |
|
|
2026
Q1 | $147K | Hold |
1,116
| – | – | 0.02% | 339 |
|
|
2025
Q4 | $131K | Sell |
1,116
-7
| -0.6% | -$855 | 0.02% | 348 |
|
|
2025
Q3 | $138K | Buy |
1,123
+182
| +19% | +$22.1K | 0.02% | 339 |
|
|
2025
Q2 | $111K | Buy |
941
+181
| +24% | +$21.4K | 0.02% | 330 |
|
|
2025
Q1 | $92.7K | Hold |
760
| – | – | 0.02% | 320 |
|
|
2024
Q4 | $81.9K | Buy |
760
+89
| +13% | +$10.1K | 0.02% | 334 |
|
|
2024
Q3 | $77.4K | Hold |
671
| – | – | 0.02% | 342 |
|
|
2024
Q2 | $67.3K | Hold |
671
| – | – | 0.02% | 349 |
|
|
2024
Q1 | $64.9K | Hold |
671
| – | – | 0.02% | 345 |
|
|
2023
Q4 | $65.1K | Hold |
671
| – | – | 0.02% | 328 |
|
|
2023
Q3 | $59.2K | Hold |
671
| – | – | 0.02% | 325 |
|
|
2023
Q2 | $60.2K | Hold |
671
| – | – | 0.02% | 331 |
|
|
2023
Q1 | $64.7K | Hold |
671
| – | – | 0.02% | 322 |
|
|
2022
Q4 | $69 | Sell |
671
-100
| -13% | -$9.6K | ﹤0.01% | 392 |
|
|
2022
Q3 | $71 | Hold |
771
| – | – | ﹤0.01% | 383 |
|
|
2022
Q2 | $82 | Hold |
771
| – | – | ﹤0.01% | 366 |
|
|
2022
Q1 | $86 | Buy |
771
+135
| +21% | +$14K | ﹤0.01% | 375 |
|
|
2021
Q4 | $66 | Hold |
636
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $62 | Hold |
636
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $62 | Hold |
636
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $61 | Hold |
636
| – | – | ﹤0.01% | 359 |
|
|
2020
Q4 | $58 | Hold |
636
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $56 | Hold |
636
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $50 | Hold |
636
| – | – | ﹤0.01% | 327 |
|
|
2020
Q1 | $51 | Buy |
+636
| New | +$58.4K | ﹤0.01% | 323 |
|
|
2019
Q2 | $59K | Buy |
+673
| New | +$59.5K | 0.02% | 277 |
|
|
2018
Q4 | $58.1K | Sell |
673
-75
| -10% | -$6.38K | 0.02% | 275 |
|
|
2018
Q3 | $59.5K | Sell |
748
-93
| -11% | -$7.52K | 0.02% | 247 |
|
|
2018
Q2 | $67.1K | Hold |
841
| – | – | 0.02% | 269 |
|
|
2018
Q1 | $64.8K | Hold |
841
| – | – | 0.04% | 256 |
|
|
2017
Q4 | $69.1K | Sell |
841
-7
| -0.8% | -$611 | 0.04% | 247 |
|
|
2017
Q3 | $71.9K | Hold |
848
| – | – | 0.04% | 241 |
|
|
2017
Q2 | $70.5K | Hold |
848
| – | – | 0.05% | 233 |
|
|
2017
Q1 | $70.3K | Buy |
848
+67
| +9% | +$5.33K | 0.03% | 228 |
|
|
2016
Q4 | $60.2K | Buy |
+781
| New | +$59.8K | 0.04% | 175 |
|
Other funds holding DUK
Westside Investment Management's DUK Position: Q2 2026 in Review
Westside Investment Management reduced its Duke Energy (DUK) stake by 1.5% in Q2 2026, selling an estimated $2.14K and leaving 1,099 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #365.
Westside Investment Management first reported a position in DUK in Q4 2016 and has held it in 36 quarters since. The position peaked at $147K in Q1 2026. 2,492 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Westside Investment Management held 1,099 shares of Duke Energy worth $139K as of Q2 2026.
- Westside Investment Management sold 17 Duke Energy shares in Q2 2026, an estimated $2.14K.
- Duke Energy made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #365 holding.
- Westside Investment Management first reported a position in Duke Energy in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Duke Energy position peaked at $147K in Q1 2026.
- 2,492 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.