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Childress Capital Advisors’s Duke Energy DUK Stock Holding History

Childress Capital 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 		$568K Sell
4,491
-502
-10% -$63.3K 0.09% 154
2026
Q1 		$654K Buy
4,993
+162
+3% +$20.3K 0.12% 125
2025
Q4 		$566K Sell
4,831
-224
-4% -$27.4K 0.09% 162
2025
Q3 		$626K Buy
5,055
+489
+11% +$59.3K 0.11% 131
2025
Q2 		$539K Buy
4,566
+1,298
+40% +$153K 0.14% 116
2025
Q1 		$399K Buy
3,268
+193
+6% +$22K 0.12% 125
2024
Q4 		$331K Sell
3,075
-144
-4% -$16.3K 0.09% 142
2024
Q3 		$371K Sell
3,219
-422
-12% -$47K 0.1% 143
2024
Q2 		$365K Buy
3,641
+676
+23% +$67.6K 0.1% 132
2024
Q1 		$287K Sell
2,965
-485
-14% -$46K 0.08% 153
2023
Q4 		$335K Sell
3,450
-543
-14% -$49.4K 0.1% 125
2023
Q3 		$351K Buy
+3,993
New +$366K 0.12% 107
2023
Q1 		– Sell
-2,707
Closed -$279K – 112
2022
Q4 		$279K Sell
2,707
-809
-23% -$77.7K 0.09% 141
2022
Q3 		$326K Buy
3,516
+158
+5% +$17K 0.13% 115
2022
Q2 		$360K Buy
3,358
+1,247
+59% +$137K 0.14% 109
2022
Q1 		$234K Sell
2,111
-892
-30% -$92.6K 0.08% 165
2021
Q4 		$315K Sell
3,003
-874
-23% -$88.6K 0.13% 128
2021
Q3 		$373K Buy
3,877
+1,773
+84% +$184K 0.15% 123
2021
Q2 		$207K Sell
2,104
-635
-23% -$63.8K 0.09% 152
2021
Q1 		$264K Buy
2,739
+1,097
+67% +$100K 0.12% 130
2020
Q4 		$150K Buy
+1,642
New +$152K 0.09% 114

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

Childress Capital Advisors's DUK Position: Q2 2026 in Review

Childress Capital Advisors reduced its Duke Energy (DUK) stake by 10% in Q2 2026, selling an estimated $63.3K and leaving 4,491 shares worth $568K. The position accounts for 0.09% of the portfolio, ranked #154.

Childress Capital Advisors first reported a position in DUK in Q4 2020 and has held it in 21 quarters since. The position peaked at $654K in Q1 2026. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Childress Capital Advisors held 4,491 shares of Duke Energy worth $568K as of Q2 2026.
  • Childress Capital Advisors sold 502 Duke Energy shares in Q2 2026, an estimated $63.3K.
  • Duke Energy made up 0.09% of Childress Capital Advisors's portfolio in Q2 2026, its #154 holding.
  • Childress Capital Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 21 quarters since.
  • Childress Capital Advisors's Duke Energy position peaked at $654K in Q1 2026.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.