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CRA Financial Services’s Duke Energy DUK Stock Holding History

CRA Financial Services’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 		$452K Buy
3,449
+60
+2% +$7.5K 0.06% 190
2025
Q4 		$397K Sell
3,389
-78
-2% -$9.53K 0.05% 202
2025
Q3 		$429K Buy
3,467
+91
+3% +$11K 0.06% 186
2025
Q2 		$398K Buy
3,376
+16
+0.5% +$1.89K 0.06% 185
2025
Q1 		$410K Hold
3,360
– – 0.07% 170
2024
Q4 		$362K Buy
3,360
+200
+6% +$22.7K 0.06% 176
2024
Q3 		$364K Hold
3,160
– – 0.07% 167
2024
Q2 		$317K Hold
3,160
– – 0.06% 175
2024
Q1 		$306K Buy
3,160
+72
+2% +$6.83K 0.07% 175
2023
Q4 		$300K Sell
3,088
-422
-12% -$38.4K 0.07% 163
2023
Q3 		$310K Buy
3,510
+1
+0% +$92 0.09% 145
2023
Q2 		$315K Buy
3,509
+1
+0% +$94 0.09% 142
2023
Q1 		$338K Buy
3,508
+28
+0.8% +$2.77K 0.1% 137
2022
Q4 		$358K Buy
3,480
+168
+5% +$16.1K 0.12% 130
2022
Q3 		$308K Sell
3,312
-190
-5% -$20.4K 0.11% 139
2022
Q2 		$375K Sell
3,502
-270
-7% -$29.7K 0.13% 132
2022
Q1 		$421K Hold
3,772
– – 0.13% 117
2021
Q4 		$396K Buy
3,772
+1
+0% +$101 0.12% 128
2021
Q3 		$368K Buy
3,771
+869
+30% +$90K 0.12% 126
2021
Q2 		$286K Buy
2,902
+1
+0% +$100 0.1% 149
2021
Q1 		$280K Buy
+2,901
New +$265K 0.11% 135
2019
Q2 		– Sell
-2,419
Closed -$218K – 143
2019
Q1 		$218K Buy
2,419
+1
+0% +$88 0.14% 127
2018
Q4 		$209K Buy
+2,418
New +$206K 0.15% 124

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CRA Financial Services's DUK Position: Q1 2026 in Review

CRA Financial Services increased its Duke Energy (DUK) stake by 1.8% in Q1 2026, buying an estimated $7.5K and bringing the position to 3,449 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #190.

CRA Financial Services first reported a position in DUK in Q4 2018 and has held it in 23 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CRA Financial Services held 3,449 shares of Duke Energy worth $452K as of Q1 2026.
  • CRA Financial Services bought 60 Duke Energy shares in Q1 2026, an estimated $7.5K.
  • Duke Energy made up 0.06% of CRA Financial Services's portfolio in Q1 2026, its #190 holding.
  • CRA Financial Services first reported a position in Duke Energy in Q4 2018 and has held it in 23 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.