Ownership history in Stack Financial Management, Inc · 10 quarters on record
This page tracks every 13F SEC filing in which Stack Financial Management, Inc reported a position in DUKE ENERGY CORP NEW (DUK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 188,312 | -3,927 | -2.0% | 1.68% | $22.1M | $116.22 |
| 2025 Q3 | REDUCED | 192,239 | -115 | -0.1% | 1.97% | $23.8M | $121.65 |
| 2025 Q2 | REDUCED | 192,354 | -2,513 | -1.3% | 2.01% | $22.7M | $115.00 |
| 2025 Q1 | REDUCED | 194,867 | -3,533 | -1.8% | 1.98% | $23.8M | $117.80 |
| 2024 Q4 | REDUCED | 198,400 | -1,598 | -0.8% | 1.95% | $21.4M | $103.10 |
| 2024 Q3 | ADDED | 199,998 | +1,580 | +0.8% | 2.07% | $23.1M | $109.29 |
| 2024 Q2 | ADDED | 198,418 | +244 | +0.1% | 1.84% | $19.9M | $94.13 |
| 2024 Q1 | REDUCED | 198,174 | -1,374 | -0.7% | 1.76% | $19.2M | $89.92 |
| 2023 Q4 | REDUCED | 199,548 | -4,078 | -2.0% | 2.19% | $19.4M | $89.22 |
| 2023 Q3 | INITIATED | 203,626 | — | — | 2.09% | $18.0M | — |
As of 2025 Q4 — sorted by position size