CPWA LLC’s Duke Energy DUK Stock Holding History

CPWA LLC’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	$351K	Buy	2,770 +155	+6%	+$19.6K	0.41%	57
2026 Q1	$327K	Buy	+2,615	New	+$327K	0.39%	60

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CPWA LLC's DUK Position: Q2 2026 in Review

CPWA LLC increased its Duke Energy (DUK) stake by 5.9% in Q2 2026, buying an estimated $19.6K and bringing the position to 2,770 shares worth $351K. The position accounts for 0.41% of the portfolio, ranked #57.

CPWA LLC first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. 2,473 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

CPWA LLC held 2,770 shares of Duke Energy worth $351K as of Q2 2026.
CPWA LLC bought 155 Duke Energy shares in Q2 2026, an estimated $19.6K.
Duke Energy made up 0.41% of CPWA LLC's portfolio in Q2 2026, its #57 holding.
CPWA LLC first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
2,473 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.