Carson Wealth (CWM LLC)
DUK icon

Carson Wealth (CWM LLC)’s Duke Energy DUK Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-76
Closed -$4K – 242
2013
Q4 		$4K Buy
+76
New +$5.32K ﹤0.01% 545

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

Carson Wealth (CWM LLC)'s DUK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Duke Energy (DUK) stake by 2.3% in Q1 2026, selling an estimated $607K and leaving 209,645 shares worth $27.5M. The position accounts for 0.07% of the portfolio, ranked #254.

Carson Wealth (CWM LLC) first reported a position in DUK in Q4 2013 and has held it in 44 quarters since. The position peaked at $30.3M in Q2 2021. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 209,645 shares of Duke Energy worth $27.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,853 Duke Energy shares in Q1 2026, an estimated $607K.
  • Duke Energy made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #254 holding.
  • Carson Wealth (CWM LLC) first reported a position in Duke Energy in Q4 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Duke Energy position peaked at $30.3M in Q2 2021.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.