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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
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 $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

Clear Creek Financial Management's DUK Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Duke Energy (DUK) stake by 1.1% in Q1 2026, selling an estimated $4.63K and leaving 3,482 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #411.

Clear Creek Financial Management first reported a position in DUK in Q2 2022 and has held it in 15 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Clear Creek Financial Management held 3,482 shares of Duke Energy worth $456K as of Q1 2026.
  • Clear Creek Financial Management sold 37 Duke Energy shares in Q1 2026, an estimated $4.63K.
  • Duke Energy made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #411 holding.
  • Clear Creek Financial Management first reported a position in Duke Energy in Q2 2022 and has held it in 15 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.