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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Sutter Capital's DUK Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Duke Energy (DUK) stake by 0.11% in Q1 2026, selling an estimated $875 and leaving 6,131 shares worth $803K. The position accounts for 0.33% of the portfolio, ranked #79.

Caldwell Sutter Capital first reported a position in DUK in Q1 2023 and has held it in 13 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Caldwell Sutter Capital held 6,131 shares of Duke Energy worth $803K as of Q1 2026.
  • Caldwell Sutter Capital sold 7 Duke Energy shares in Q1 2026, an estimated $875.
  • Duke Energy made up 0.33% of Caldwell Sutter Capital's portfolio in Q1 2026, its #79 holding.
  • Caldwell Sutter Capital first reported a position in Duke Energy in Q1 2023 and has held it in 13 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.