Clarkston Capital Partners’s Duke Energy DUK Stock Holding History

Clarkston Capital 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 Q1	–	Sell	-20,210	Closed	-$2.37M	–	125
2025 Q4	$2.37M	Hold	20,210	–	–	0.05%	95
2025 Q3	$2.5M	Hold	20,210	–	–	0.05%	88
2025 Q2	$2.38M	Hold	20,210	–	–	0.05%	84
2025 Q1	$2.47M	Sell	20,210 -20	-0.1%	-$2.28K	0.05%	77
2024 Q4	$2.18M	Buy	20,230 +20	+0.1%	+$2.27K	0.04%	77
2024 Q3	$2.33M	Hold	20,210	–	–	0.04%	73
2024 Q2	$2.03M	Hold	20,210	–	–	0.04%	77
2024 Q1	$1.95M	Hold	20,210	–	–	0.03%	78
2023 Q4	$1.96M	Hold	20,210	–	–	0.04%	72
2023 Q3	$1.78M	Hold	20,210	–	–	0.04%	73
2023 Q2	$1.81M	Hold	20,210	–	–	0.03%	73
2023 Q1	$1.95M	Sell	20,210 -203	-1%	-$20.1K	0.04%	70
2022 Q4	$2.1M	Buy	20,413 +203	+1%	+$19.5K	0.04%	69
2022 Q3	$1.88M	Hold	20,210	–	–	0.04%	72
2022 Q2	$2.17M	Hold	20,210	–	–	0.04%	66
2022 Q1	$2.26M	Hold	20,210	–	–	0.04%	67
2021 Q4	$2.12M	Buy	+20,210	New	+$2.05M	0.04%	65
2017 Q1	–	Sell	-20,267	Closed	-$1.57M	–	105
2016 Q4	$1.57M	Buy	20,267 +267	+1%	+$20.5K	0.07%	61
2016 Q3	$1.6M	Sell	20,000 -1,000	-5%	-$82.8K	0.08%	60
2016 Q2	$1.8M	Sell	21,000 -4,000	-16%	-$320K	0.09%	60
2016 Q1	$2.02M	Hold	25,000	–	–	0.11%	62
2015 Q4	$1.78M	Buy	25,000 +2,000	+9%	+$141K	0.12%	62
2015 Q3	$1.66M	Hold	23,000	–	–	0.15%	67
2015 Q2	$1.62M	Hold	23,000	–	–	0.17%	72
2015 Q1	$1.77M	Sell	23,000 -3,000	-12%	-$243K	0.2%	72
2014 Q4	$2.17M	Sell	26,000 -700	-3%	-$56.4K	0.33%	67
2014 Q3	$2M	Sell	26,700 -200	-0.7%	-$14.6K	0.34%	67
2014 Q2	$2M	Hold	26,900	–	–	0.37%	66
2014 Q1	$1.92M	Buy	26,900 +23,000	+590%	+$1.6M	0.38%	67
2013 Q4	$269K	Hold	3,900	–	–	0.1%	97
2013 Q3	$260K	Buy	3,900 +900	+30%	+$61.4K	0.13%	85
2013 Q2	$203K	Buy	+3,000	New	+$212K	0.11%	93

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarkston Capital Partners's DUK Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 20,210 shares — an estimated $2.37M sold.

Clarkston Capital Partners first reported a position in DUK in Q2 2013 and held it in 32 quarters. The position peaked at $2.5M in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Clarkston Capital Partners reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 20,210 Duke Energy shares in Q1 2026, an estimated $2.37M.
Clarkston Capital Partners first reported a position in Duke Energy in Q2 2013 and held it in 32 quarters.
Clarkston Capital Partners's Duke Energy position peaked at $2.5M in Q3 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.