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Cambient Family Office’s Duke Energy DUK Stock Holding History

Cambient 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 		$305K Sell
2,413
-48
-2% -$6.05K 0.04% 204
2026
Q1 		$322K Buy
2,461
+749
+44% +$93.6K 0.05% 184
2025
Q4 		$201K Buy
+1,712
New +$209K 0.03% 228

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 $3.38T AUM 44.17% 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

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

Cambient Family Office reduced its Duke Energy (DUK) stake by 2% in Q2 2026, selling an estimated $6.05K and leaving 2,413 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #204.

Cambient Family Office first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cambient Family Office held 2,413 shares of Duke Energy worth $305K as of Q2 2026.
  • Cambient Family Office sold 48 Duke Energy shares in Q2 2026, an estimated $6.05K.
  • Duke Energy made up 0.04% of Cambient Family Office's portfolio in Q2 2026, its #204 holding.
  • Cambient Family Office first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Cambient Family Office's Duke Energy position peaked at $322K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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