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 Q2	$2.51M	Sell	19,826 -51	-0.3%	-$6.43K	1.37%	21
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 $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

Cannon Wealth Management Services's DUK Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its Duke Energy (DUK) stake by 0.26% in Q2 2026, selling an estimated $6.43K and leaving 19,826 shares worth $2.51M. The position accounts for 1.37% of the portfolio, ranked #21.

Cannon Wealth Management Services first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.6M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Cannon Wealth Management Services held 19,826 shares of Duke Energy worth $2.51M as of Q2 2026.
Cannon Wealth Management Services sold 51 Duke Energy shares in Q2 2026, an estimated $6.43K.
Duke Energy made up 1.37% of Cannon Wealth Management Services's portfolio in Q2 2026, its #21 holding.
Cannon Wealth Management Services first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's Duke Energy position peaked at $2.6M in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.