Clough Capital Partners’s Duke Energy DUK Stock Holding History

Clough Capital Partners’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	$7.92M	Buy	60,522 +7,170	+13%	+$896K	0.76%	40
2025 Q4	$6.25M	Hold	53,352	–	–	0.56%	49
2025 Q3	$6.6M	Hold	53,352	–	–	0.58%	47
2025 Q2	$6.3M	Hold	53,352	–	–	0.63%	44
2025 Q1	$6.51M	Buy	53,352 +6,497	+14%	+$741K	0.81%	45
2024 Q4	$5.05M	Hold	46,855	–	–	0.57%	55
2024 Q3	$5.4M	Buy	46,855 +6,955	+17%	+$774K	0.55%	52
2024 Q2	$4M	Hold	39,900	–	–	0.44%	56
2024 Q1	$3.86M	Hold	39,900	–	–	0.42%	56
2023 Q4	$3.87M	Sell	39,900 -8,100	-17%	-$737K	0.43%	61
2023 Q3	$4.24M	Hold	48,000	–	–	0.45%	62
2023 Q2	$4.31M	Sell	48,000 -12,000	-20%	-$1.13M	0.43%	70
2023 Q1	$5.79M	Hold	60,000	–	–	0.62%	57
2022 Q4	$6.18M	Buy	+60,000	New	+$5.76M	0.63%	56
2017 Q3	–	Sell	-74,700	Closed	-$6.24M	–	130
2017 Q2	$6.24M	Buy	74,700 +6,900	+10%	+$580K	0.43%	56
2017 Q1	$5.56M	Buy	67,800 +53,000	+358%	+$4.21M	0.35%	71
2016 Q4	$1.15M	Hold	14,800	–	–	0.08%	118
2016 Q3	$1.19M	Hold	14,800	–	–	0.06%	128
2016 Q2	$1.27M	Hold	14,800	–	–	0.07%	138
2016 Q1	$1.19M	Hold	14,800	–	–	0.06%	147
2015 Q4	$1.06M	Hold	14,800	–	–	0.05%	143
2015 Q3	$1.06M	Hold	14,800	–	–	0.05%	134
2015 Q2	$1.04M	Hold	14,800	–	–	0.04%	144
2015 Q1	$1.14M	Hold	14,800	–	–	0.04%	168
2014 Q4	$1.24M	Sell	14,800 -5,700	-28%	-$460K	0.04%	147
2014 Q3	$1.53M	Hold	20,500	–	–	0.06%	147
2014 Q2	$1.52M	Hold	20,500	–	–	0.05%	162
2014 Q1	$1.46M	Hold	20,500	–	–	0.05%	159
2013 Q4	$1.42M	Buy	20,500 +800	+4%	+$56K	0.05%	167
2013 Q3	$1.32M	Hold	19,700	–	–	0.04%	171
2013 Q2	$1.33M	Buy	+19,700	New	+$1.39M	0.04%	170

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

Clough Capital Partners's DUK Position: Q1 2026 in Review

Clough Capital Partners increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $896K and bringing the position to 60,522 shares worth $7.92M. The position accounts for 0.76% of the portfolio, ranked #40.

Clough Capital Partners first reported a position in DUK in Q2 2013 and has held it in 31 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Clough Capital Partners held 60,522 shares of Duke Energy worth $7.92M as of Q1 2026.
Clough Capital Partners bought 7,170 Duke Energy shares in Q1 2026, an estimated $896K.
Duke Energy made up 0.76% of Clough Capital Partners's portfolio in Q1 2026, its #40 holding.
Clough Capital Partners first reported a position in Duke Energy in Q2 2013 and has held it in 31 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Clough Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.