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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearwater Capital Advisors's DUK Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Duke Energy (DUK) stake by 1.5% in Q1 2026, selling an estimated $4K and leaving 2,127 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #149.

Clearwater Capital Advisors first reported a position in DUK in Q1 2018 and has held it in 8 quarters since. The position peaked at $576K in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Clearwater Capital Advisors held 2,127 shares of Duke Energy worth $279K as of Q1 2026.
Clearwater Capital Advisors sold 32 Duke Energy shares in Q1 2026, an estimated $4K.
Duke Energy made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #149 holding.
Clearwater Capital Advisors first reported a position in Duke Energy in Q1 2018 and has held it in 8 quarters since.
Clearwater Capital Advisors's Duke Energy position peaked at $576K in Q3 2024.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.