Callan Family Office’s Duke Energy DUK Stock Holding History

Callan Family Office’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	$2.46M	Sell	18,768 -806	-4%	-$101K	0.06%	301
2025 Q4	$2.29M	Buy	19,574 +3,140	+19%	+$383K	0.05%	322
2025 Q3	$2.03M	Sell	16,434 -782	-5%	-$94.9K	0.06%	260
2025 Q2	$2.03M	Buy	17,216 +9,017	+110%	+$1.06M	0.06%	273
2025 Q1	$1M	Sell	8,199 -4,023	-33%	-$459K	0.08%	217
2024 Q4	$1.32M	Buy	12,222 +9,856	+417%	+$1.12M	0.08%	203
2024 Q3	$273K	Buy	2,366 +117	+5%	+$13K	0.05%	149
2024 Q2	$225K	Buy	+2,249	New	+$225K	0.04%	139
2023 Q3	–	Sell	-4,836	Closed	-$434K	–	97
2023 Q2	$434K	Sell	4,836 -164	-3%	-$15.5K	0.11%	67
2023 Q1	$482K	Buy	5,000 +1,830	+58%	+$181K	0.12%	95
2022 Q4	$326K	Buy	+3,170	New	+$304K	0.11%	77

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Callan Family Office's DUK Position: Q1 2026 in Review

Callan Family Office reduced its Duke Energy (DUK) stake by 4.1% in Q1 2026, selling an estimated $101K and leaving 18,768 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #301.

Callan Family Office first reported a position in DUK in Q4 2022 and has held it in 11 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Callan Family Office held 18,768 shares of Duke Energy worth $2.46M as of Q1 2026.
Callan Family Office sold 806 Duke Energy shares in Q1 2026, an estimated $101K.
Duke Energy made up 0.06% of Callan Family Office's portfolio in Q1 2026, its #301 holding.
Callan Family Office first reported a position in Duke Energy in Q4 2022 and has held it in 11 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.