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Cardiff Park Advisors’s Duke Energy DUK Stock Holding History

Cardiff Park Advisors’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 		– Sell
-2,316
Closed -$303K – 369
2026
Q1 		$303K Buy
+2,316
New +$290K 0.02% 230
2025
Q4 		– Sell
-2,354
Closed -$291K – 361
2025
Q3 		$291K Buy
+2,354
New +$286K 0.02% 239
2024
Q2 		– Sell
-2,263
Closed -$219K – 339
2024
Q1 		$219K Buy
+2,263
New +$215K 0.02% 243

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 $3.37T AUM 44.26% 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

Cardiff Park Advisors's DUK Position: Q2 2026 in Review

Cardiff Park Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 2,316 shares — an estimated $303K sold.

Cardiff Park Advisors first reported a position in DUK in Q1 2024 and held it in 3 quarters. The position peaked at $303K in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cardiff Park Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Cardiff Park Advisors sold 2,316 Duke Energy shares in Q2 2026, an estimated $303K.
  • Cardiff Park Advisors first reported a position in Duke Energy in Q1 2024 and held it in 3 quarters.
  • Cardiff Park Advisors's Duke Energy position peaked at $303K in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.