Campion Asset Management’s Duke Energy DUK Stock Holding History

Campion Asset Management’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	$427K	Sell	3,376 -64	-2%	-$8.07K	0.26%	53
2026 Q1	$450K	Sell	3,440 -31	-0.9%	-$3.88K	0.31%	55
2025 Q4	$407K	Sell	3,471 -158	-4%	-$19.3K	0.28%	55
2025 Q3	$449K	Sell	3,629 -186	-5%	-$22.6K	0.32%	52
2025 Q2	$450K	Sell	3,815 -148	-4%	-$17.5K	0.34%	53
2025 Q1	$483K	Sell	3,963 -105	-3%	-$12K	0.37%	52
2024 Q4	$438K	Sell	4,068 -242	-6%	-$27.4K	0.33%	54
2024 Q3	$497K	Sell	4,310 -190	-4%	-$21.1K	0.36%	53
2024 Q2	$451K	Sell	4,500 -40	-0.9%	-$4K	0.35%	58
2024 Q1	$439K	Hold	4,540	–	–	0.34%	60
2023 Q4	$441K	Hold	4,540	–	–	0.37%	56
2023 Q3	$401K	Hold	4,540	–	–	0.37%	61
2023 Q2	$407K	Buy	4,540 +20	+0.4%	+$1.89K	0.36%	58
2023 Q1	$436K	Hold	4,520	–	–	0.41%	55
2022 Q4	$466K	Buy	+4,520	New	+$434K	0.46%	51
2021 Q4	–	Sell	-4,869	Closed	-$475K	–	98
2021 Q3	$475K	Hold	4,869	–	–	0.42%	49
2021 Q2	$481K	Sell	4,869 -812	-14%	-$81.6K	0.4%	50
2021 Q1	$548K	Buy	+5,681	New	+$518K	0.41%	47

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 $3.37T AUM 44.26% 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

Campion Asset Management's DUK Position: Q2 2026 in Review

Campion Asset Management reduced its Duke Energy (DUK) stake by 1.9% in Q2 2026, selling an estimated $8.07K and leaving 3,376 shares worth $427K. The position accounts for 0.26% of the portfolio, ranked #53.

Campion Asset Management first reported a position in DUK in Q1 2021 and has held it in 18 quarters since. The position peaked at $548K in Q1 2021. 2,493 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Campion Asset Management held 3,376 shares of Duke Energy worth $427K as of Q2 2026.
Campion Asset Management sold 64 Duke Energy shares in Q2 2026, an estimated $8.07K.
Duke Energy made up 0.26% of Campion Asset Management's portfolio in Q2 2026, its #53 holding.
Campion Asset Management first reported a position in Duke Energy in Q1 2021 and has held it in 18 quarters since.
Campion Asset Management's Duke Energy position peaked at $548K in Q1 2021.
2,493 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.