CJ
DUK icon

Caitlin John’s Duke Energy DUK Stock Holding History

Caitlin John’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 		$33.8K Buy
267
+101
+61% +$12.7K 0.02% 423
2026
Q1 		$21.8K Buy
166
+50
+43% +$6.25K 0.01% 407
2025
Q4 		$13.6K Buy
116
+51
+78% +$6.23K 0.01% 495
2025
Q3 		$8.06K Buy
+65
New +$7.89K 0.01% 523
2025
Q1 		– Sell
-63
Closed -$6.83K – 295
2024
Q4 		$6.83K Hold
63
– – ﹤0.01% 529
2024
Q3 		$6.99K Buy
63
+1
+2% +$111 ﹤0.01% 530
2024
Q2 		$6.24K Hold
62
– – ﹤0.01% 528
2024
Q1 		$5.96K Buy
62
+1
+2% +$95 ﹤0.01% 536
2023
Q4 		$5.92K Buy
+61
New +$5.55K ﹤0.01% 524

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caitlin John's DUK Position: Q2 2026 in Review

Caitlin John increased its Duke Energy (DUK) stake by 61% in Q2 2026, buying an estimated $12.7K and bringing the position to 267 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #423.

Caitlin John first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Caitlin John held 267 shares of Duke Energy worth $33.8K as of Q2 2026.
  • Caitlin John bought 101 Duke Energy shares in Q2 2026, an estimated $12.7K.
  • Duke Energy made up 0.02% of Caitlin John's portfolio in Q2 2026, its #423 holding.
  • Caitlin John first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.