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Chilton Capital Management’s Duke Energy DUK Stock Holding History

Chilton Capital Management’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 		$44.9K Hold
355
– – ﹤0.01% 356
2026
Q1 		$46.5K Sell
355
-205
-37% -$25.6K ﹤0.01% 341
2025
Q4 		$65.6K Sell
560
-631
-53% -$77.1K ﹤0.01% 319
2025
Q3 		$147K Buy
1,191
+903
+314% +$110K 0.01% 259
2025
Q2 		$34K Buy
288
+4
+1% +$472 ﹤0.01% 368
2025
Q1 		$34.6K Sell
284
-47
-14% -$5.36K ﹤0.01% 358
2024
Q4 		$35.7K Buy
331
+257
+347% +$29.1K ﹤0.01% 366
2024
Q3 		$8.53K Sell
74
-47
-39% -$5.23K ﹤0.01% 493
2024
Q2 		$12.1K Sell
121
-120
-50% -$12K ﹤0.01% 481
2024
Q1 		$23.3K Buy
241
+140
+139% +$13.3K ﹤0.01% 412
2023
Q4 		$9.8K Sell
101
-174
-63% -$15.8K ﹤0.01% 475
2023
Q3 		$24.3K Buy
275
+102
+59% +$9.35K ﹤0.01% 379
2023
Q2 		$15.5K Sell
173
-116
-40% -$10.9K ﹤0.01% 426
2023
Q1 		$27.9K Buy
+289
New +$28.5K ﹤0.01% 386
2022
Q3 		– Sell
-598
Closed -$64K – 321
2022
Q2 		$64K Buy
+598
New +$65.8K ﹤0.01% 305
2022
Q1 		– Sell
-379
Closed -$40K – 324
2021
Q4 		$40K Buy
+379
New +$38.4K ﹤0.01% 353
2014
Q1 		– Sell
-66
Closed -$4.55K – 199
2013
Q4 		$4.55K Hold
66
– – ﹤0.01% 349
2013
Q3 		$4.41K Sell
66
-110
-63% -$7.5K ﹤0.01% 354
2013
Q2 		$12K Buy
+176
New +$12.4K ﹤0.01% 326

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

Chilton Capital Management's DUK Position: Q2 2026 in Review

Chilton Capital Management held its Duke Energy (DUK) position steady in Q2 2026 at 355 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Chilton Capital Management first reported a position in DUK in Q2 2013 and has held it in 19 quarters since. The position peaked at $147K in Q3 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Chilton Capital Management held 355 shares of Duke Energy worth $44.9K as of Q2 2026.
  • Chilton Capital Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #356 holding.
  • Chilton Capital Management first reported a position in Duke Energy in Q2 2013 and has held it in 19 quarters since.
  • Chilton Capital Management's Duke Energy position peaked at $147K in Q3 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.