Campbell & Co Investment Adviser’s Duke Energy DUK Stock Holding History

Campbell & Co Investment Adviser’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	$1.2M	Buy	+9,163	New	+$1.15M	0.07%	445
2025 Q3	–	Sell	-2,897	Closed	-$342K	–	1168
2025 Q2	$342K	Sell	2,897 -4,096	-59%	-$483K	0.02%	913
2025 Q1	$853K	Sell	6,993 -4,034	-37%	-$460K	0.07%	487
2024 Q4	$1.19M	Sell	11,027 -8,905	-45%	-$1.01M	0.09%	331
2024 Q3	$2.3M	Buy	+19,932	New	+$2.22M	0.17%	153
2022 Q1	–	Sell	-16,800	Closed	-$1.76M	–	740
2021 Q4	$1.76M	Buy	16,800 +10,650	+173%	+$1.08M	0.6%	9
2021 Q3	$600K	Buy	+6,150	New	+$637K	0.2%	161
2019 Q2	–	Sell	-13,128	Closed	-$1.18M	–	569
2019 Q1	$1.18M	Buy	+13,128	New	+$1.16M	0.58%	14

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

Campbell & Co Investment Adviser's DUK Position: Q1 2026 in Review

Campbell & Co Investment Adviser opened a new position in Duke Energy (DUK) in Q1 2026: 9,163 shares worth $1.2M. The stake represents 0.07% of the portfolio and ranks #445 among its holdings. This is a return to the name: Campbell & Co Investment Adviser previously reported a position in DUK as recently as Q2 2025.

Campbell & Co Investment Adviser first reported a position in DUK in Q1 2019 and has held it in 8 quarters since. The position peaked at $2.3M in Q3 2024. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Campbell & Co Investment Adviser held 9,163 shares of Duke Energy worth $1.2M as of Q1 2026.
Duke Energy was a new Campbell & Co Investment Adviser position in Q1 2026.
Duke Energy made up 0.07% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #445 holding.
Campbell & Co Investment Adviser first reported a position in Duke Energy in Q1 2019 and has held it in 8 quarters since.
Campbell & Co Investment Adviser's Duke Energy position peaked at $2.3M in Q3 2024.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.