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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
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% +$9.87K 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

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

Caldwell Sutter Capital's DUK Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Duke Energy (DUK) stake by 1% in Q2 2026, selling an estimated $7.95K and leaving 6,068 shares worth $768K. The position accounts for 0.29% of the portfolio, ranked #86.

Caldwell Sutter Capital first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. The position peaked at $803K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Caldwell Sutter Capital held 6,068 shares of Duke Energy worth $768K as of Q2 2026.
  • Caldwell Sutter Capital sold 63 Duke Energy shares in Q2 2026, an estimated $7.95K.
  • Duke Energy made up 0.29% of Caldwell Sutter Capital's portfolio in Q2 2026, its #86 holding.
  • Caldwell Sutter Capital first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Duke Energy position peaked at $803K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.