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CCM Investment Advisers’s Duke Energy DUK Stock Holding History

CCM Investment Advisers’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 		$13.7M Buy
107,967
+1,810
+2% +$228K 1.06% 44
2026
Q1 		$13.9M Buy
106,157
+2,455
+2% +$307K 1.33% 36
2025
Q4 		$12.2M Buy
103,702
+3,879
+4% +$474K 1.16% 44
2025
Q3 		$12.4M Buy
99,823
+1,411
+1% +$171K 1.22% 41
2025
Q2 		$11.6M Buy
98,412
+715
+0.7% +$84.4K 1.25% 45
2025
Q1 		$11.9M Buy
97,697
+14,087
+17% +$1.61M 1.46% 40
2024
Q4 		$9.01M Buy
83,610
+16,356
+24% +$1.85M 1% 50
2024
Q3 		$7.75M Buy
67,254
+46,915
+231% +$5.22M 0.86% 53
2024
Q2 		$2.04M Sell
20,339
-150
-0.7% -$15K 0.24% 58
2024
Q1 		$1.98M Sell
20,489
-1,625
-7% -$154K 0.24% 58
2023
Q4 		$2.15M Buy
+22,114
New +$2.01M 0.26% 59
2018
Q3 		– Sell
-13,419
Closed -$1.06M – 90
2018
Q2 		$1.06M Sell
13,419
-37,998
-74% -$2.92M 0.2% 60
2018
Q1 		$3.98M Sell
51,417
-4,883
-9% -$377K 0.78% 53
2017
Q4 		$4.74M Sell
56,300
-2,977
-5% -$260K 0.91% 50
2017
Q3 		$4.97M Sell
59,277
-702
-1% -$60.1K 0.96% 50
2017
Q2 		$5.01M Buy
+59,979
New +$5.04M 0.98% 50
2014
Q4 		– Sell
-3,909
Closed -$292K – 122
2014
Q3 		$292K Buy
3,909
+254
+7% +$18.5K 0.03% 98
2014
Q2 		$271K Sell
3,655
-34,071
-90% -$2.45M 0.02% 97
2014
Q1 		$2.69M Sell
37,726
-29,186
-44% -$2.03M 0.27% 61
2013
Q4 		$4.62M Sell
66,912
-24,987
-27% -$1.75M 0.43% 64
2013
Q3 		$6.14M Sell
91,899
-53,719
-37% -$3.67M 0.61% 60
2013
Q2 		$9.83M Buy
+145,618
New +$10.3M 1.01% 46

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

CCM Investment Advisers's DUK Position: Q2 2026 in Review

CCM Investment Advisers increased its Duke Energy (DUK) stake by 1.7% in Q2 2026, buying an estimated $228K and bringing the position to 107,967 shares worth $13.7M. The position accounts for 1.06% of the portfolio, ranked #44.

CCM Investment Advisers first reported a position in DUK in Q2 2013 and has held it in 22 quarters since. The position peaked at $13.9M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • CCM Investment Advisers held 107,967 shares of Duke Energy worth $13.7M as of Q2 2026.
  • CCM Investment Advisers bought 1,810 Duke Energy shares in Q2 2026, an estimated $228K.
  • Duke Energy made up 1.06% of CCM Investment Advisers's portfolio in Q2 2026, its #44 holding.
  • CCM Investment Advisers first reported a position in Duke Energy in Q2 2013 and has held it in 22 quarters since.
  • CCM Investment Advisers's Duke Energy position peaked at $13.9M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.