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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarion Wealth Managment Partners's DUK Position: Q1 2026 in Review

Clarion Wealth Managment Partners increased its Duke Energy (DUK) stake by 7.5% in Q1 2026, buying an estimated $60.4K and bringing the position to 6,938 shares worth $908K. The position accounts for 0.82% of the portfolio, ranked #30.

Clarion Wealth Managment Partners first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Clarion Wealth Managment Partners held 6,938 shares of Duke Energy worth $908K as of Q1 2026.
  • Clarion Wealth Managment Partners bought 483 Duke Energy shares in Q1 2026, an estimated $60.4K.
  • Duke Energy made up 0.82% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #30 holding.
  • Clarion Wealth Managment Partners first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.