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Cary Street Partners Investment Advisory’s Duke Energy DUK Stock Holding History

Cary Street Partners Investment Advisory’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 		$446K Buy
3,523
+214
+6% +$27K 0.09% 221
2026
Q1 		$433K Buy
3,309
+1,046
+46% +$131K 0.11% 200
2025
Q4 		$265K Sell
2,263
-186
-8% -$22.7K 0.07% 272
2025
Q3 		$303K Buy
2,449
+578
+31% +$70.1K 0.13% 179
2025
Q2 		$221K Buy
1,871
+65
+4% +$7.67K 0.11% 216
2025
Q1 		$220K Buy
1,806
+192
+12% +$21.9K 0.13% 198
2024
Q4 		$174K Sell
1,614
-28,998
-95% -$3.29M 0.11% 198
2024
Q3 		$3.53M Buy
30,612
+6,799
+29% +$757K 0.13% 178
2024
Q2 		$2.39M Sell
23,813
-467
-2% -$46.7K 0.1% 224
2024
Q1 		$2.35M Sell
24,280
-1,321
-5% -$125K 0.1% 221
2023
Q4 		$2.48M Sell
25,601
-1,368
-5% -$124K 0.12% 198
2023
Q3 		$2.38M Sell
26,969
-2,981
-10% -$273K 0.13% 191
2023
Q2 		$2.69M Sell
29,950
-1,429
-5% -$135K 0.17% 150
2023
Q1 		$3.03M Sell
31,379
-654
-2% -$64.6K 0.22% 127
2022
Q4 		$3.3M Sell
32,033
-654
-2% -$62.8K 0.24% 107
2022
Q3 		$3.04M Buy
32,687
+1,096
+3% +$118K 0.25% 108
2022
Q2 		$3.39M Buy
+31,591
New +$3.47M 0.29% 93
2021
Q2 		– Sell
-28,302
Closed -$84K – 322
2021
Q1 		$84K Buy
28,302
+9,686
+52% +$884K 0.03% 248
2020
Q4 		$1.71M Buy
18,616
+15,764
+553% +$1.46M 0.33% 74
2020
Q3 		$253K Buy
+2,852
New +$235K 0.05% 236

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's DUK Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Duke Energy (DUK) stake by 6.5% in Q2 2026, buying an estimated $27K and bringing the position to 3,523 shares worth $446K. The position accounts for 0.09% of the portfolio, ranked #221.

Cary Street Partners Investment Advisory first reported a position in DUK in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.53M in Q3 2024. 1,875 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,523 shares of Duke Energy worth $446K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 214 Duke Energy shares in Q2 2026, an estimated $27K.
  • Duke Energy made up 0.09% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #221 holding.
  • Cary Street Partners Investment Advisory first reported a position in Duke Energy in Q3 2020 and has held it in 20 quarters since.
  • Cary Street Partners Investment Advisory's Duke Energy position peaked at $3.53M in Q3 2024.
  • 1,875 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.