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CLA (CliftonLarsonAllen) Wealth Advisors’s Duke Energy DUK Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$2.1M Buy
16,596
+1,377
+9% +$174K 0.03% 151
2026
Q1 		$1.99M Buy
+15,219
New +$1.9M 0.03% 145
2021
Q4 		– Sell
-6,173
Closed -$602K – 205
2021
Q3 		$602K Buy
6,173
+598
+11% +$61.9K 0.02% 201
2021
Q2 		$550K Buy
+5,575
New +$560K 0.02% 215

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

CLA (CliftonLarsonAllen) Wealth Advisors's DUK Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Duke Energy (DUK) stake by 9% in Q2 2026, buying an estimated $174K and bringing the position to 16,596 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #151.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DUK in Q2 2021 and has held it in 4 quarters since. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 16,596 shares of Duke Energy worth $2.1M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 1,377 Duke Energy shares in Q2 2026, an estimated $174K.
  • Duke Energy made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Duke Energy in Q2 2021 and has held it in 4 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.