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Clark Wealth Partners’s Duke Energy DUK Stock Holding History

Clark Wealth Partners’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 		$8.48K Hold
67
– – ﹤0.01% 247
2026
Q1 		$8.77K Buy
67
+17
+34% +$2.13K 0.01% 261
2025
Q4 		$5.86K Hold
50
– – ﹤0.01% 313
2025
Q3 		$5.86K Buy
50
+11
+28% +$1.33K ﹤0.01% 313
2025
Q2 		$4.6K Hold
39
– – ﹤0.01% 295
2025
Q1 		$4.76K Buy
+39
New +$4.45K ﹤0.01% 275

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clark Wealth Partners's DUK Position: Q2 2026 in Review

Clark Wealth Partners held its Duke Energy (DUK) position steady in Q2 2026 at 67 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Clark Wealth Partners first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.77K in Q1 2026. 2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clark Wealth Partners held 67 shares of Duke Energy worth $8.48K as of Q2 2026.
  • Clark Wealth Partners left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #247 holding.
  • Clark Wealth Partners first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Clark Wealth Partners's Duke Energy position peaked at $8.77K in Q1 2026.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.