YCM
DUK icon

Yousif Capital Management’s Duke Energy DUK Stock Holding History

Yousif Capital 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 		$12.1M Sell
95,634
-5,575
-6% -$703K 0.14% 125
2026
Q1 		$13.3M Sell
101,209
-2,789
-3% -$349K 0.16% 116
2025
Q4 		$12.4M Sell
103,998
-4,638
-4% -$566K 0.14% 130
2025
Q3 		$13.4M Sell
108,636
-7,396
-6% -$898K 0.14% 126
2025
Q2 		$13.7M Sell
116,032
-78
-0.1% -$9.2K 0.15% 128
2025
Q1 		$14.2M Sell
116,110
-1,346
-1% -$153K 0.16% 116
2024
Q4 		$12.7M Sell
117,456
-1,531
-1% -$173K 0.14% 128
2024
Q3 		$13.7M Sell
118,987
-1,957
-2% -$218K 0.15% 123
2024
Q2 		$12.1M Sell
120,944
-1,123
-0.9% -$112K 0.14% 131
2024
Q1 		$11.8M Sell
122,067
-2,908
-2% -$276K 0.13% 143
2023
Q4 		$12.1M Sell
124,975
-4,928
-4% -$448K 0.14% 136
2023
Q3 		$11.5M Sell
129,903
-3,520
-3% -$323K 0.15% 134
2023
Q2 		$12M Buy
133,423
+1,921
+1% +$181K 0.15% 130
2023
Q1 		$12.7M Sell
131,502
-7,415
-5% -$733K 0.17% 117
2022
Q4 		$14.3M Buy
138,917
+2,194
+2% +$211K 0.19% 104
2022
Q3 		$12.7M Sell
136,723
-551
-0.4% -$59.2K 0.18% 96
2022
Q2 		$14.7M Sell
137,274
-5,215
-4% -$573K 0.19% 84
2022
Q1 		$15.9M Buy
142,489
+1,813
+1% +$188K 0.17% 95
2021
Q4 		$14.8M Buy
+140,676
New +$14.3M 0.15% 112

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
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Yousif Capital Management's DUK Position: Q2 2026 in Review

Yousif Capital Management reduced its Duke Energy (DUK) stake by 5.5% in Q2 2026, selling an estimated $703K and leaving 95,634 shares worth $12.1M. The position accounts for 0.14% of the portfolio, ranked #125.

Yousif Capital Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q1 2022. 622 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Yousif Capital Management held 95,634 shares of Duke Energy worth $12.1M as of Q2 2026.
  • Yousif Capital Management sold 5,575 Duke Energy shares in Q2 2026, an estimated $703K.
  • Duke Energy made up 0.14% of Yousif Capital Management's portfolio in Q2 2026, its #125 holding.
  • Yousif Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Duke Energy position peaked at $15.9M in Q1 2022.
  • 622 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.