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Cannon Financial Strategists’s Duke Energy DUK Stock Holding History

Cannon Financial Strategists’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 		$900K Buy
6,873
+33
+0.5% +$4.13K 0.12% 55
2025
Q4 		$802K Hold
6,840
– – 0.11% 51
2025
Q3 		$846K Sell
6,840
-849
-11% -$103K 0.12% 53
2025
Q2 		$907K Buy
7,689
+25
+0.3% +$2.95K 0.14% 50
2025
Q1 		$935K Sell
7,664
-50
-0.6% -$5.7K 0.16% 48
2024
Q4 		$831K Buy
7,714
+392
+5% +$44.4K 0.14% 50
2024
Q3 		$844K Buy
7,322
+1,769
+32% +$197K 0.15% 52
2024
Q2 		$557K Sell
5,553
-1,768
-24% -$177K 0.11% 56
2024
Q1 		$708K Buy
7,321
+235
+3% +$22.3K 0.14% 49
2023
Q4 		$688K Buy
7,086
+331
+5% +$30.1K 0.15% 48
2023
Q3 		$596K Hold
6,755
– – 0.15% 49
2023
Q2 		$606K Hold
6,755
– – 0.17% 51
2023
Q1 		$652K Buy
6,755
+1,682
+33% +$166K 0.22% 38
2022
Q4 		$522K Sell
5,073
-104
-2% -$9.98K 0.19% 43
2022
Q3 		$482K Sell
5,177
-2
-0% -$215 0.19% 43
2022
Q2 		$555K Sell
5,179
-158
-3% -$17.4K 0.21% 45
2022
Q1 		$596K Buy
5,337
+216
+4% +$22.4K 0.22% 38
2021
Q4 		$537K Buy
5,121
+110
+2% +$11.2K 0.19% 43
2021
Q3 		$489K Hold
5,011
– – 0.19% 40
2021
Q2 		$495K Hold
5,011
– – 0.2% 38
2021
Q1 		$484K Sell
5,011
-149
-3% -$13.6K 0.21% 38
2020
Q4 		$472K Buy
5,160
+149
+3% +$13.8K 0.23% 36
2020
Q3 		$444K Sell
5,011
-141
-3% -$11.6K 0.24% 36
2020
Q2 		$412K Buy
5,152
+141
+3% +$11.9K 0.25% 35
2020
Q1 		$405K Hold
5,011
– – 0.3% 31
2019
Q4 		$457K Hold
5,011
– – 0.3% 32
2019
Q3 		$480K Hold
5,011
– – 0.37% 30
2019
Q2 		$442K Hold
5,011
– – 0.37% 29
2019
Q1 		$451K Buy
+5,011
New +$442K 0.4% 29

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cannon Financial Strategists's DUK Position: Q1 2026 in Review

Cannon Financial Strategists increased its Duke Energy (DUK) stake by 0.48% in Q1 2026, buying an estimated $4.13K and bringing the position to 6,873 shares worth $900K. The position accounts for 0.12% of the portfolio, ranked #55.

Cannon Financial Strategists first reported a position in DUK in Q1 2019 and has held it in 29 quarters since. The position peaked at $935K in Q1 2025. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Cannon Financial Strategists held 6,873 shares of Duke Energy worth $900K as of Q1 2026.
  • Cannon Financial Strategists bought 33 Duke Energy shares in Q1 2026, an estimated $4.13K.
  • Duke Energy made up 0.12% of Cannon Financial Strategists's portfolio in Q1 2026, its #55 holding.
  • Cannon Financial Strategists first reported a position in Duke Energy in Q1 2019 and has held it in 29 quarters since.
  • Cannon Financial Strategists's Duke Energy position peaked at $935K in Q1 2025.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.