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 Q2	$2.21M	Sell	17,496 -1,272	-7%	-$160K	0.04%	362
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Callan Family Office's DUK Position: Q2 2026 in Review

Callan Family Office reduced its Duke Energy (DUK) stake by 6.8% in Q2 2026, selling an estimated $160K and leaving 17,496 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #362.

Callan Family Office first reported a position in DUK in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.46M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Callan Family Office held 17,496 shares of Duke Energy worth $2.21M as of Q2 2026.
Callan Family Office sold 1,272 Duke Energy shares in Q2 2026, an estimated $160K.
Duke Energy made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #362 holding.
Callan Family Office first reported a position in Duke Energy in Q4 2022 and has held it in 12 quarters since.
Callan Family Office's Duke Energy position peaked at $2.46M in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.