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Clearwater Capital Advisors’s Duke Energy DUK Stock Holding History

Clearwater Capital 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 		$314K Buy
2,477
+350
+16% +$44.1K 0.02% 155
2026
Q1 		$279K Sell
2,127
-32
-1% -$4K 0.02% 149
2025
Q4 		$253K Buy
2,159
+132
+7% +$16.1K 0.02% 149
2025
Q3 		$251K Hold
2,027
– – 0.02% 153
2025
Q2 		$239K Sell
2,027
-1,748
-46% -$206K 0.02% 148
2025
Q1 		$460K Sell
3,775
-1,109
-23% -$126K 0.04% 115
2024
Q4 		$526K Sell
4,884
-113
-2% -$12.8K 0.05% 104
2024
Q3 		$576K Buy
+4,997
New +$556K 0.06% 103
2018
Q2 		– Sell
-68
Closed -$5K – 271
2018
Q1 		$5K Buy
+68
New +$5.26K ﹤0.01% 529

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

Clearwater Capital Advisors's DUK Position: Q2 2026 in Review

Clearwater Capital Advisors increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $44.1K and bringing the position to 2,477 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #155.

Clearwater Capital Advisors first reported a position in DUK in Q1 2018 and has held it in 9 quarters since. The position peaked at $576K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clearwater Capital Advisors held 2,477 shares of Duke Energy worth $314K as of Q2 2026.
  • Clearwater Capital Advisors bought 350 Duke Energy shares in Q2 2026, an estimated $44.1K.
  • Duke Energy made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #155 holding.
  • Clearwater Capital Advisors first reported a position in Duke Energy in Q1 2018 and has held it in 9 quarters since.
  • Clearwater Capital Advisors's Duke Energy position peaked at $576K in Q3 2024.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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