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Claris Financial’s Duke Energy DUK Stock Holding History

Claris Financial’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 		$866K Sell
6,613
-21
-0.3% -$2.63K 0.47% 57
2025
Q4 		$778K Buy
6,634
+36
+0.5% +$4.4K 0.41% 64
2025
Q3 		$816K Buy
6,598
+1,201
+22% +$146K 0.46% 51
2025
Q2 		$637K Sell
5,397
-1,287
-19% -$152K 0.48% 62
2025
Q1 		$720K Hold
6,684
– – 0.47% 50
2024
Q4 		$720K Buy
+6,684
New +$757K 0.47% 50

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

Claris Financial's DUK Position: Q1 2026 in Review

Claris Financial reduced its Duke Energy (DUK) stake by 0.32% in Q1 2026, selling an estimated $2.63K and leaving 6,613 shares worth $866K. The position accounts for 0.47% of the portfolio, ranked #57.

Claris Financial first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Claris Financial held 6,613 shares of Duke Energy worth $866K as of Q1 2026.
  • Claris Financial sold 21 Duke Energy shares in Q1 2026, an estimated $2.63K.
  • Duke Energy made up 0.47% of Claris Financial's portfolio in Q1 2026, its #57 holding.
  • Claris Financial first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.