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Clearstead Advisors’s Duke Energy DUK Stock Holding History

Clearstead 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 		$6.11M Buy
48,296
+1,680
+4% +$212K 0.06% 224
2026
Q1 		$6.1M Buy
46,616
+1,207
+3% +$151K 0.06% 210
2025
Q4 		$5.32M Sell
45,409
-6,728
-13% -$822K 0.07% 196
2025
Q3 		$6.45M Buy
52,137
+426
+0.8% +$51.7K 0.08% 170
2025
Q2 		$6.1M Buy
51,711
+846
+2% +$99.8K 0.09% 174
2025
Q1 		$6.2M Buy
50,865
+8,283
+19% +$944K 0.1% 154
2024
Q4 		$4.59M Buy
42,582
+97
+0.2% +$11K 0.07% 190
2024
Q3 		$4.9M Buy
42,485
+947
+2% +$105K 0.08% 187
2024
Q2 		$4.16M Buy
41,538
+38,736
+1,382% +$3.87M 0.07% 192
2024
Q1 		$288K Sell
2,802
-124
-4% -$11.8K 0.01% 409
2023
Q4 		$284K Sell
2,926
-47
-2% -$4.28K 0.02% 411
2023
Q3 		$262K Buy
2,973
+18
+0.6% +$1.65K 0.02% 389
2023
Q2 		$265K Buy
2,955
+167
+6% +$15.8K 0.02% 395
2023
Q1 		$269K Sell
2,788
-371
-12% -$36.6K 0.02% 355
2022
Q4 		$325K Buy
3,159
+26
+0.8% +$2.5K 0.03% 316
2022
Q3 		$291K Sell
3,133
-126
-4% -$13.5K 0.03% 313
2022
Q2 		$349K Buy
3,259
+322
+11% +$35.4K 0.03% 293
2022
Q1 		$328K Buy
2,937
+240
+9% +$24.9K 0.02% 334
2021
Q4 		$283K Buy
2,697
+523
+24% +$53K 0.02% 337
2021
Q3 		$212K Buy
2,174
+135
+7% +$14K 0.02% 361
2021
Q2 		$201K Sell
2,039
-170
-8% -$17.1K 0.02% 343
2021
Q1 		$213K Buy
2,209
+69
+3% +$6.3K 0.02% 325
2020
Q4 		$196K Buy
2,140
+257
+14% +$23.8K 0.02% 323
2020
Q3 		$167K Buy
1,883
+1,093
+138% +$90.1K 0.02% 296
2020
Q2 		$63K Hold
790
– – 0.01% 404
2020
Q1 		$64K Buy
+790
New +$72.6K 0.01% 377
2017
Q4 		– Sell
-34,035
Closed -$2.86M – 234
2017
Q3 		$2.86M Buy
+34,035
New +$2.91M 0.37% 59

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

Clearstead Advisors's DUK Position: Q2 2026 in Review

Clearstead Advisors increased its Duke Energy (DUK) stake by 3.6% in Q2 2026, buying an estimated $212K and bringing the position to 48,296 shares worth $6.11M. The position accounts for 0.06% of the portfolio, ranked #224.

Clearstead Advisors first reported a position in DUK in Q3 2017 and has held it in 27 quarters since. The position peaked at $6.45M in Q3 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clearstead Advisors held 48,296 shares of Duke Energy worth $6.11M as of Q2 2026.
  • Clearstead Advisors bought 1,680 Duke Energy shares in Q2 2026, an estimated $212K.
  • Duke Energy made up 0.06% of Clearstead Advisors's portfolio in Q2 2026, its #224 holding.
  • Clearstead Advisors first reported a position in Duke Energy in Q3 2017 and has held it in 27 quarters since.
  • Clearstead Advisors's Duke Energy position peaked at $6.45M in Q3 2025.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.