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Clear Creek Financial Management’s Duke Energy DUK Stock Holding History

Clear Creek Financial Management’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 		$455K Buy
3,596
+114
+3% +$14.4K 0.03% 433
2026
Q1 		$456K Sell
3,482
-37
-1% -$4.63K 0.03% 411
2025
Q4 		$412K Buy
3,519
+541
+18% +$66.1K 0.03% 425
2025
Q3 		$369K Buy
2,978
+632
+27% +$76.7K 0.03% 434
2025
Q2 		$277K Sell
2,346
-95
-4% -$11.2K 0.03% 458
2025
Q1 		$298K Buy
2,441
+86
+4% +$9.8K 0.03% 395
2024
Q4 		$254K Sell
2,355
-61
-3% -$6.91K 0.03% 407
2024
Q3 		$279K Buy
2,416
+93
+4% +$10.4K 0.03% 363
2024
Q2 		$233K Buy
2,323
+41
+2% +$4.1K 0.03% 390
2024
Q1 		$221K Buy
2,282
+44
+2% +$4.17K 0.03% 383
2023
Q4 		$217K Sell
2,238
-226
-9% -$20.6K 0.03% 305
2023
Q3 		$217K Buy
2,464
+18
+0.7% +$1.65K 0.04% 280
2023
Q2 		$220K Buy
2,446
+16
+0.7% +$1.51K 0.04% 289
2023
Q1 		$234K Buy
+2,430
New +$240K 0.04% 261
2022
Q4 		– Sell
-2,214
Closed -$206K – 300
2022
Q3 		$206K Sell
2,214
-30
-1% -$3.22K 0.05% 255
2022
Q2 		$241K Buy
+2,244
New +$247K 0.05% 246

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 $3.38T AUM 44.17% 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

Clear Creek Financial Management's DUK Position: Q2 2026 in Review

Clear Creek Financial Management increased its Duke Energy (DUK) stake by 3.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,596 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #433.

Clear Creek Financial Management first reported a position in DUK in Q2 2022 and has held it in 16 quarters since. The position peaked at $456K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clear Creek Financial Management held 3,596 shares of Duke Energy worth $455K as of Q2 2026.
  • Clear Creek Financial Management bought 114 Duke Energy shares in Q2 2026, an estimated $14.4K.
  • Duke Energy made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #433 holding.
  • Clear Creek Financial Management first reported a position in Duke Energy in Q2 2022 and has held it in 16 quarters since.
  • Clear Creek Financial Management's Duke Energy position peaked at $456K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.