CCMG
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Clark Capital Management Group’s Duke Energy DUK Stock Holding History

Clark Capital Management Group’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 		$95.2M Buy
752,101
+8,875
+1% +$1.12M 0.52% 45
2026
Q1 		$97.3M Buy
743,226
+7,828
+1% +$979K 0.6% 38
2025
Q4 		$86.2M Buy
735,398
+2,155
+0.3% +$263K 0.53% 51
2025
Q3 		$90.7M Buy
733,243
+194,730
+36% +$23.6M 0.57% 44
2025
Q2 		$63.5M Buy
538,513
+11,980
+2% +$1.41M 0.44% 71
2025
Q1 		$64.2M Buy
526,533
+91,474
+21% +$10.4M 0.46% 61
2024
Q4 		$46.9M Sell
435,059
-7,256
-2% -$822K 0.33% 97
2024
Q3 		$51M Buy
442,315
+143,172
+48% +$15.9M 0.35% 88
2024
Q2 		$30M Buy
299,143
+3,793
+1% +$379K 0.22% 129
2024
Q1 		$28.6M Buy
295,350
+10,535
+4% +$999K 0.21% 141
2023
Q4 		$27.6M Sell
284,815
-8,235
-3% -$749K 0.23% 131
2023
Q3 		$25.9M Buy
293,050
+4,353
+2% +$399K 0.26% 132
2023
Q2 		$25.9M Buy
288,697
+8,887
+3% +$839K 0.23% 127
2023
Q1 		$27M Buy
279,810
+9,027
+3% +$892K 0.3% 122
2022
Q4 		$27.9M Buy
270,783
+10,915
+4% +$1.05M 0.26% 116
2022
Q3 		$24.2M Buy
259,868
+9,436
+4% +$1.01M 0.32% 102
2022
Q2 		$26.8M Buy
+250,432
New +$27.5M 0.35% 84
2020
Q1 		– Sell
-4,324
Closed -$394K – 290
2019
Q4 		$394K Buy
4,324
+235
+6% +$21.5K 0.01% 271
2019
Q3 		$392K Sell
4,089
-53
-1% -$4.82K 0.01% 259
2019
Q2 		$366K Buy
+4,142
New +$366K 0.01% 254
2015
Q1 		– Sell
-2,490
Closed -$208K – 328
2014
Q4 		$208K Buy
+2,490
New +$201K 0.02% 296
2014
Q1 		– Sell
-4,213
Closed -$291K – 344
2013
Q4 		$291K Sell
4,213
-207
-5% -$14.5K 0.02% 272
2013
Q3 		$295K Sell
4,420
-818
-16% -$55.8K 0.02% 278
2013
Q2 		$354K Buy
+5,238
New +$370K 0.03% 241

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

Clark Capital Management Group's DUK Position: Q2 2026 in Review

Clark Capital Management Group increased its Duke Energy (DUK) stake by 1.2% in Q2 2026, buying an estimated $1.12M and bringing the position to 752,101 shares worth $95.2M. The position accounts for 0.52% of the portfolio, ranked #45.

Clark Capital Management Group first reported a position in DUK in Q2 2013 and has held it in 24 quarters since. The position peaked at $97.3M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clark Capital Management Group held 752,101 shares of Duke Energy worth $95.2M as of Q2 2026.
  • Clark Capital Management Group bought 8,875 Duke Energy shares in Q2 2026, an estimated $1.12M.
  • Duke Energy made up 0.52% of Clark Capital Management Group's portfolio in Q2 2026, its #45 holding.
  • Clark Capital Management Group first reported a position in Duke Energy in Q2 2013 and has held it in 24 quarters since.
  • Clark Capital Management Group's Duke Energy position peaked at $97.3M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.