CF
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Clarity Financial’s Duke Energy DUK Stock Holding History

Clarity 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
Q2 		$841K Sell
6,642
-151,068
-96% -$19.1M 0.07% 60
2026
Q1 		$20.7M Sell
157,710
-33,428
-17% -$4.18M 2.25% 17
2025
Q4 		$22.4M Buy
191,138
+19,071
+11% +$2.33M 2.07% 20
2025
Q3 		$21.3M Buy
172,067
+3,699
+2% +$449K 2.11% 16
2025
Q2 		$19.9M Buy
168,368
+3,181
+2% +$375K 2.14% 18
2025
Q1 		$20.1M Buy
165,187
+13,639
+9% +$1.55M 2.32% 16
2024
Q4 		$16.3M Sell
151,548
-29,958
-17% -$3.39M 1.95% 17
2024
Q3 		$20.9M Buy
181,506
+12,688
+8% +$1.41M 2.43% 12
2024
Q2 		$16.9M Sell
168,818
-69,014
-29% -$6.9M 2.5% 14
2024
Q1 		$23M Buy
237,832
+12,971
+6% +$1.23M 3.48% 8
2023
Q4 		$21.8M Buy
224,861
+58,949
+36% +$5.36M 3.78% 7
2023
Q3 		$14.6M Buy
165,912
+48,832
+42% +$4.48M 2.46% 11
2023
Q2 		$10.5M Buy
117,080
+109,349
+1,414% +$10.3M 1.5% 18
2023
Q1 		$746K Sell
7,731
-87,308
-92% -$8.62M 2.76% 12
2022
Q4 		$9.79M Buy
95,039
+33,866
+55% +$3.25M 1.89% 9
2022
Q3 		$5.69M Sell
61,173
-19,353
-24% -$2.08M 1.33% 22
2022
Q2 		$8.63M Buy
80,526
+6,058
+8% +$666K 1.87% 16
2022
Q1 		$8.31M Buy
74,468
+2,000
+3% +$208K 1.68% 21
2021
Q4 		$7.6M Buy
72,468
+5,308
+8% +$538K 1.19% 30
2021
Q3 		$6.55M Buy
67,160
+61,601
+1,108% +$6.38M 1.07% 26
2021
Q2 		$549K Buy
5,559
+1,443
+35% +$145K 0.11% 74
2021
Q1 		$397K Buy
4,116
+360
+10% +$32.9K 0.08% 89
2020
Q4 		$344K Buy
+3,756
New +$347K 0.08% 68

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Clarity Financial's DUK Position: Q2 2026 in Review

Clarity Financial reduced its Duke Energy (DUK) stake by 96% in Q2 2026, selling an estimated $19.1M and leaving 6,642 shares worth $841K. The position accounts for 0.07% of the portfolio, ranked #60.

Clarity Financial first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $23M in Q1 2024. 1,273 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clarity Financial held 6,642 shares of Duke Energy worth $841K as of Q2 2026.
  • Clarity Financial sold 151,068 Duke Energy shares in Q2 2026, an estimated $19.1M.
  • Duke Energy made up 0.07% of Clarity Financial's portfolio in Q2 2026, its #60 holding.
  • Clarity Financial first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Clarity Financial's Duke Energy position peaked at $23M in Q1 2024.
  • 1,273 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.