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Cravens & Co Advisors’s Duke Energy DUK Stock Holding History

Cravens & Co 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
Q2 		$340K Sell
2,683
-120
-4% -$15.1K 0.23% 59
2026
Q1 		$367K Buy
2,803
+210
+8% +$26.3K 0.24% 52
2025
Q4 		$304K Sell
2,593
-69
-3% -$8.43K 0.2% 52
2025
Q3 		$329K Sell
2,662
-21
-0.8% -$2.55K 0.22% 48
2025
Q2 		$317K Buy
2,683
+56
+2% +$6.61K 0.24% 45
2025
Q1 		$320K Buy
2,627
+3
+0.1% +$342 0.25% 46
2024
Q4 		$283K Buy
2,624
+98
+4% +$11.1K 0.22% 55
2024
Q3 		$291K Sell
2,526
-432
-15% -$48.1K 0.22% 54
2024
Q2 		$296K Sell
2,958
-227
-7% -$22.7K 0.22% 58
2024
Q1 		$308K Sell
3,185
-127
-4% -$12K 0.26% 61
2023
Q4 		$321K Sell
3,312
-125
-4% -$11.4K 0.28% 59
2023
Q3 		$303K Sell
3,437
-45
-1% -$4.13K 0.29% 59
2023
Q2 		$312K Sell
3,482
-59
-2% -$5.57K 0.29% 58
2023
Q1 		$342K Buy
3,541
+16
+0.5% +$1.58K 0.32% 53
2022
Q4 		$363K Buy
+3,525
New +$338K 0.34% 53

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

Cravens & Co Advisors's DUK Position: Q2 2026 in Review

Cravens & Co Advisors reduced its Duke Energy (DUK) stake by 4.3% in Q2 2026, selling an estimated $15.1K and leaving 2,683 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #59.

Cravens & Co Advisors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $367K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cravens & Co Advisors held 2,683 shares of Duke Energy worth $340K as of Q2 2026.
  • Cravens & Co Advisors sold 120 Duke Energy shares in Q2 2026, an estimated $15.1K.
  • Duke Energy made up 0.23% of Cravens & Co Advisors's portfolio in Q2 2026, its #59 holding.
  • Cravens & Co Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Cravens & Co Advisors's Duke Energy position peaked at $367K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cravens & Co Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.