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Clark Financial Services Group’s Duke Energy DUK Stock Holding History

Clark Financial Services 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 		– Sell
-2,347
Closed -$307K – 102
2026
Q1 		$307K Buy
2,347
+112
+5% +$14K 0.17% 88
2025
Q4 		$261K Buy
2,235
+17
+0.8% +$2.08K 0.14% 93
2025
Q3 		$274K Buy
2,218
+282
+15% +$34.2K 0.15% 94
2025
Q2 		$228K Buy
1,936
+166
+9% +$19.6K 0.14% 98
2025
Q1 		$216K Buy
+1,770
New +$202K 0.15% 95

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 Financial Services Group's DUK Position: Q2 2026 in Review

Clark Financial Services Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 2,347 shares — an estimated $307K sold.

Clark Financial Services Group first reported a position in DUK in Q1 2025 and held it in 5 quarters. The position peaked at $307K in Q1 2026. 2,473 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clark Financial Services Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 2,347 Duke Energy shares in Q2 2026, an estimated $307K.
  • Clark Financial Services Group first reported a position in Duke Energy in Q1 2025 and held it in 5 quarters.
  • Clark Financial Services Group's Duke Energy position peaked at $307K in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.