Cannon Wealth Management Services’s Duke Energy DUK Stock Holding History

Cannon Wealth Management Services’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	$2.6M	Buy	19,877 +284	+1%	+$35.5K	1.76%	18
2025 Q4	$2.3M	Sell	19,593 -7	-0%	-$855	1.62%	18
2025 Q3	$2.43M	Buy	19,600 +3	+0%	+$364	1.84%	15
2025 Q2	$2.31M	Sell	19,597 -1,469	-7%	-$173K	1.89%	16
2025 Q1	$2.58M	Buy	21,066 +1,536	+8%	+$175K	2.31%	15
2024 Q4	$2.21M	Buy	19,530 +265	+1%	+$30K	1.91%	17
2024 Q3	$2.22M	Buy	+19,265	New	+$2.14M	2.03%	17

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

Cannon Wealth Management Services's DUK Position: Q1 2026 in Review

Cannon Wealth Management Services increased its Duke Energy (DUK) stake by 1.4% in Q1 2026, buying an estimated $35.5K and bringing the position to 19,877 shares worth $2.6M. The position accounts for 1.76% of the portfolio, ranked #18.

Cannon Wealth Management Services first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Cannon Wealth Management Services held 19,877 shares of Duke Energy worth $2.6M as of Q1 2026.
Cannon Wealth Management Services bought 284 Duke Energy shares in Q1 2026, an estimated $35.5K.
Duke Energy made up 1.76% of Cannon Wealth Management Services's portfolio in Q1 2026, its #18 holding.
Cannon Wealth Management Services first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.