Caldwell Sutter Capital
DUK icon

Caldwell Sutter Capital’s Duke Energy DUK Stock Holding History

Caldwell Sutter Capital’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
Q3 		$715K Buy
6,269
+201
+3% +$24.6K 0.27% 93
2026
Q2 		$768K Sell
6,068
-63
-1% -$7.95K 0.29% 86
2026
Q1 		$803K Sell
6,131
-7
-0.1% -$875 0.33% 79
2025
Q4 		$719K Sell
6,138
-18
-0.3% -$2.2K 0.31% 83
2025
Q3 		$762K Sell
6,156
-30
-0.5% -$3.64K 0.33% 83
2025
Q2 		$730K Sell
6,186
-71
-1% -$8.38K 0.33% 79
2025
Q1 		$763K Sell
6,257
-333
-5% -$38K 0.36% 76
2024
Q4 		$710K Buy
6,590
+35
+0.5% +$3.96K 0.33% 81
2024
Q3 		$756K Sell
6,555
-181
-3% -$20.1K 0.35% 75
2024
Q2 		$675K Buy
6,736
+310
+5% +$31K 0.33% 86
2024
Q1 		$621K Buy
6,426
+104
+2% +$9.9K 0.3% 94
2023
Q4 		$613K Buy
6,322
+510
+9% +$46.4K 0.31% 92
2023
Q3 		$513K Buy
5,812
+397
+7% +$36.4K 0.28% 94
2023
Q2 		$486K Buy
5,415
+3,497
+182% +$330K 0.25% 97
2023
Q1 		$185K Buy
+1,918
New +$189K 0.13% 134

Other funds holding DUK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Caldwell Sutter Capital's DUK Position: Q3 2026 in Review

Caldwell Sutter Capital increased its Duke Energy (DUK) stake by 3.3% in Q3 2026, buying an estimated $24.6K and bringing the position to 6,269 shares worth $715K. The position accounts for 0.27% of the portfolio, ranked #93.

Caldwell Sutter Capital first reported a position in DUK in Q1 2023 and has held it in 15 quarters since. The position peaked at $803K in Q1 2026. 1,932 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Caldwell Sutter Capital held 6,269 shares of Duke Energy worth $715K as of Q3 2026.
  • Caldwell Sutter Capital bought 201 Duke Energy shares in Q3 2026, an estimated $24.6K.
  • Duke Energy made up 0.27% of Caldwell Sutter Capital's portfolio in Q3 2026, its #93 holding.
  • Caldwell Sutter Capital first reported a position in Duke Energy in Q1 2023 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Duke Energy position peaked at $803K in Q1 2026.
  • 1,932 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.