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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
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 $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

Clark Capital Management Group's DUK Position: Q1 2026 in Review

Clark Capital Management Group increased its Duke Energy (DUK) stake by 1.1% in Q1 2026, buying an estimated $979K and bringing the position to 743,226 shares worth $97.3M. The position accounts for 0.6% of the portfolio, ranked #38.

Clark Capital Management Group first reported a position in DUK in Q2 2013 and has held it in 23 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Clark Capital Management Group held 743,226 shares of Duke Energy worth $97.3M as of Q1 2026.
  • Clark Capital Management Group bought 7,828 Duke Energy shares in Q1 2026, an estimated $979K.
  • Duke Energy made up 0.6% of Clark Capital Management Group's portfolio in Q1 2026, its #38 holding.
  • Clark Capital Management Group first reported a position in Duke Energy in Q2 2013 and has held it in 23 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.