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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
Q2 		$758K Sell
5,989
-884
-13% -$112K 0.09% 63
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 $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 $3.38T AUM 44.17% 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

Cannon Financial Strategists's DUK Position: Q2 2026 in Review

Cannon Financial Strategists reduced its Duke Energy (DUK) stake by 13% in Q2 2026, selling an estimated $112K and leaving 5,989 shares worth $758K. The position accounts for 0.09% of the portfolio, ranked #63.

Cannon Financial Strategists first reported a position in DUK in Q1 2019 and has held it in 30 quarters since. The position peaked at $935K in Q1 2025. 2,497 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cannon Financial Strategists held 5,989 shares of Duke Energy worth $758K as of Q2 2026.
  • Cannon Financial Strategists sold 884 Duke Energy shares in Q2 2026, an estimated $112K.
  • Duke Energy made up 0.09% of Cannon Financial Strategists's portfolio in Q2 2026, its #63 holding.
  • Cannon Financial Strategists first reported a position in Duke Energy in Q1 2019 and has held it in 30 quarters since.
  • Cannon Financial Strategists's Duke Energy position peaked at $935K in Q1 2025.
  • 2,497 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.