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Callan Capital’s Duke Energy DUK Stock Holding History

Callan 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
2025
Q1 		$570K Buy
4,676
+733
+19% +$83.6K 0.04% 188
2024
Q4 		$425K Buy
3,943
+1,063
+37% +$120K 0.03% 206
2024
Q3 		$332K Buy
2,880
+480
+20% +$53.4K 0.02% 251
2024
Q2 		$241K Buy
2,400
+167
+7% +$16.7K 0.02% 270
2024
Q1 		$216K Buy
+2,233
New +$212K 0.02% 263

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Callan Capital's DUK Position: Q1 2025 in Review

Callan Capital increased its Duke Energy (DUK) stake by 19% in Q1 2025, buying an estimated $83.6K and bringing the position to 4,676 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #188.

Callan Capital first reported a position in DUK in Q1 2024 and has held it in 5 quarters since. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Callan Capital held 4,676 shares of Duke Energy worth $570K as of Q1 2025.
  • Callan Capital bought 733 Duke Energy shares in Q1 2025, an estimated $83.6K.
  • Duke Energy made up 0.04% of Callan Capital's portfolio in Q1 2025, its #188 holding.
  • Callan Capital first reported a position in Duke Energy in Q1 2024 and has held it in 5 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.