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Clear Trail Advisors’s Duke Energy DUK Stock Holding History

Clear Trail Advisors’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 		$2.19M Buy
17,282
+188
+1% +$23.7K 0.33% 65
2026
Q1 		$2.24M Buy
17,094
+319
+2% +$39.9K 0.37% 58
2025
Q4 		$1.97M Buy
+16,775
New +$2.05M 0.46% 49

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

Clear Trail Advisors's DUK Position: Q2 2026 in Review

Clear Trail Advisors increased its Duke Energy (DUK) stake by 1.1% in Q2 2026, buying an estimated $23.7K and bringing the position to 17,282 shares worth $2.19M. The position accounts for 0.33% of the portfolio, ranked #65.

Clear Trail Advisors first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.24M in Q1 2026. 2,473 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clear Trail Advisors held 17,282 shares of Duke Energy worth $2.19M as of Q2 2026.
  • Clear Trail Advisors bought 188 Duke Energy shares in Q2 2026, an estimated $23.7K.
  • Duke Energy made up 0.33% of Clear Trail Advisors's portfolio in Q2 2026, its #65 holding.
  • Clear Trail Advisors first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Duke Energy position peaked at $2.24M in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.