CC
DUK icon

Clearwave Capital’s Duke Energy DUK Stock Holding History

Clearwave Capital’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 		$336K Buy
2,655
+53
+2% +$6.69K 0.19% 115
2026
Q1 		$341K Buy
2,602
+17
+0.7% +$2.13K 0.23% 103
2025
Q4 		$303K Buy
+2,585
New +$316K 0.22% 109

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

Clearwave Capital's DUK Position: Q2 2026 in Review

Clearwave Capital increased its Duke Energy (DUK) stake by 2% in Q2 2026, buying an estimated $6.69K and bringing the position to 2,655 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #115.

Clearwave Capital first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $341K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clearwave Capital held 2,655 shares of Duke Energy worth $336K as of Q2 2026.
  • Clearwave Capital bought 53 Duke Energy shares in Q2 2026, an estimated $6.69K.
  • Duke Energy made up 0.19% of Clearwave Capital's portfolio in Q2 2026, its #115 holding.
  • Clearwave Capital first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Clearwave Capital's Duke Energy position peaked at $341K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clearwave Capital's 13F filing for Q2 2026, filed 20 Jul 2026.