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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
Q2 		$8.43M Buy
66,606
+57,443
+627% +$7.25M 0.44% 18
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
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

Campbell & Co Investment Adviser's DUK Position: Q2 2026 in Review

Campbell & Co Investment Adviser increased its Duke Energy (DUK) stake by 627% in Q2 2026, buying an estimated $7.25M and bringing the position to 66,606 shares worth $8.43M. The position accounts for 0.44% of the portfolio, ranked #18.

Campbell & Co Investment Adviser first reported a position in DUK in Q1 2019 and has held it in 9 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Campbell & Co Investment Adviser held 66,606 shares of Duke Energy worth $8.43M as of Q2 2026.
  • Campbell & Co Investment Adviser bought 57,443 Duke Energy shares in Q2 2026, an estimated $7.25M.
  • Duke Energy made up 0.44% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #18 holding.
  • Campbell & Co Investment Adviser first reported a position in Duke Energy in Q1 2019 and has held it in 9 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.