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Clarion Wealth Managment Partners’s Duke Energy DUK Stock Holding History

Clarion Wealth Managment Partners’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 		$869K Sell
6,864
-74
-1% -$9.34K 0.7% 35
2026
Q1 		$908K Buy
6,938
+483
+7% +$60.4K 0.82% 30
2025
Q4 		$757K Buy
6,455
+236
+4% +$28.8K 0.7% 38
2025
Q3 		$770K Buy
6,219
+119
+2% +$14.4K 0.76% 37
2025
Q2 		$720K Buy
+6,100
New +$720K 0.79% 38

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 $3.38T AUM 44.17% 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

Clarion Wealth Managment Partners's DUK Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its Duke Energy (DUK) stake by 1.1% in Q2 2026, selling an estimated $9.34K and leaving 6,864 shares worth $869K. The position accounts for 0.7% of the portfolio, ranked #35.

Clarion Wealth Managment Partners first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $908K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clarion Wealth Managment Partners held 6,864 shares of Duke Energy worth $869K as of Q2 2026.
  • Clarion Wealth Managment Partners sold 74 Duke Energy shares in Q2 2026, an estimated $9.34K.
  • Duke Energy made up 0.7% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #35 holding.
  • Clarion Wealth Managment Partners first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's Duke Energy position peaked at $908K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.