CP
DUK icon

Camelot Portfolios’s Duke Energy DUK Stock Holding History

Camelot Portfolios’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 		$819K Buy
+6,473
New +$817K 0.57% 59
2019
Q1 		– Sell
-8,363
Closed -$722K – 245
2018
Q4 		$722K Sell
8,363
-94
-1% -$8K 0.34% 90
2018
Q3 		$677K Sell
8,457
-4
-0% -$323 0.3% 92
2018
Q2 		$669K Sell
8,461
-772
-8% -$59.4K 0.29% 94
2018
Q1 		$746K Sell
9,233
-67
-0.7% -$5.18K 0.35% 80
2017
Q4 		$782K Buy
9,300
+34
+0.4% +$2.97K 0.37% 75
2017
Q3 		$778K Buy
9,266
+342
+4% +$29.3K 0.38% 72
2017
Q2 		$746K Buy
8,924
+77
+0.9% +$6.47K 0.37% 73
2017
Q1 		$726K Buy
+8,847
New +$703K 0.35% 81

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 $3.37T AUM 44.26% 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

Camelot Portfolios's DUK Position: Q2 2026 in Review

Camelot Portfolios opened a new position in Duke Energy (DUK) in Q2 2026: 6,473 shares worth $819K. The stake represents 0.57% of the portfolio and ranks #59 among its holdings. This is a return to the name: Camelot Portfolios previously reported a position in DUK as recently as Q4 2018.

Camelot Portfolios first reported a position in DUK in Q1 2017 and has held it in 9 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Camelot Portfolios held 6,473 shares of Duke Energy worth $819K as of Q2 2026.
  • Duke Energy was a new Camelot Portfolios position in Q2 2026.
  • Duke Energy made up 0.57% of Camelot Portfolios's portfolio in Q2 2026, its #59 holding.
  • Camelot Portfolios first reported a position in Duke Energy in Q1 2017 and has held it in 9 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.