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Crestwood Advisors Group’s Duke Energy DUK Stock Holding History

Crestwood Advisors Group’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 		$1.21M Buy
9,275
+1,660
+22% +$208K 0.02% 285
2025
Q4 		$893K Sell
7,615
-1,413
-16% -$173K 0.01% 297
2025
Q3 		$1.12M Buy
9,028
+2,622
+41% +$318K 0.02% 277
2025
Q2 		$756K Buy
6,406
+1,003
+19% +$118K 0.01% 301
2025
Q1 		$659K Buy
5,403
+24
+0.4% +$2.74K 0.01% 311
2024
Q4 		$580K Buy
5,379
+281
+6% +$31.8K 0.01% 291
2024
Q3 		$588K Sell
5,098
-146
-3% -$16.3K 0.01% 278
2024
Q2 		$526K Sell
5,244
-460
-8% -$46K 0.01% 274
2024
Q1 		$552K Sell
5,704
-2,973
-34% -$282K 0.01% 265
2023
Q4 		$842K Sell
8,677
-311
-3% -$28.3K 0.02% 227
2023
Q3 		$793K Buy
8,988
+5,480
+156% +$502K 0.02% 212
2023
Q2 		$315K Sell
3,508
-175
-5% -$16.5K 0.01% 208
2023
Q1 		$355K Sell
3,683
-1,513
-29% -$149K 0.01% 209
2022
Q4 		$535K Sell
5,196
-1,959
-27% -$188K 0.02% 183
2022
Q3 		$666K Buy
7,155
+832
+13% +$89.4K 0.02% 168
2022
Q2 		$678K Sell
6,323
-2,525
-29% -$278K 0.02% 172
2022
Q1 		$988K Sell
8,848
-170
-2% -$17.7K 0.03% 154
2021
Q4 		$946K Buy
9,018
+33
+0.4% +$3.35K 0.02% 168
2021
Q3 		$877K Buy
8,985
+161
+2% +$16.7K 0.02% 158
2021
Q2 		$871K Buy
8,824
+719
+9% +$72.2K 0.03% 162
2021
Q1 		$782K Buy
8,105
+1,124
+16% +$103K 0.02% 162
2020
Q4 		$639K Buy
6,981
+880
+14% +$81.4K 0.02% 174
2020
Q3 		$540K Sell
6,101
-11
-0.2% -$907 0.02% 164
2020
Q2 		$488K Sell
6,112
-185
-3% -$15.6K 0.02% 168
2020
Q1 		$509K Sell
6,297
-345
-5% -$31.7K 0.03% 150
2019
Q4 		$606K Buy
6,642
+130
+2% +$11.9K 0.02% 162
2019
Q3 		$624K Buy
6,512
+688
+12% +$62.6K 0.03% 154
2019
Q2 		$514K Buy
5,824
+1,377
+31% +$122K 0.02% 165
2019
Q1 		$400K Sell
4,447
-36
-0.8% -$3.17K 0.03% 123
2018
Q4 		$387K Buy
4,483
+399
+10% +$34K 0.03% 112
2018
Q3 		$327K Buy
4,084
+500
+14% +$40.4K 0.02% 126
2018
Q2 		$290K Sell
3,584
-135
-4% -$10.4K 0.02% 133
2018
Q1 		$288K Sell
3,719
-42
-1% -$3.25K 0.02% 135
2017
Q4 		$316K Sell
3,761
-240
-6% -$21K 0.03% 135
2017
Q3 		$336K Buy
4,001
+65
+2% +$5.57K 0.03% 120
2017
Q2 		$334K Hold
3,936
– – 0.03% 116
2017
Q1 		$324K Sell
3,936
-180
-4% -$14.3K 0.03% 112
2016
Q4 		$319K Hold
4,116
– – 0.03% 118
2016
Q3 		$329K Hold
4,116
– – 0.04% 97
2016
Q2 		$353K Buy
+4,116
New +$329K 0.04% 96
2015
Q1 		– Sell
-2,506
Closed -$209K – 155
2014
Q4 		$209K Buy
+2,506
New +$202K 0.03% 138
2014
Q1 		– Sell
-3,002
Closed -$207K – 121
2013
Q4 		$207K Sell
3,002
-569
-16% -$39.8K 0.03% 118
2013
Q3 		$238K Buy
+3,571
New +$244K 0.04% 118

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

Crestwood Advisors Group's DUK Position: Q1 2026 in Review

Crestwood Advisors Group increased its Duke Energy (DUK) stake by 22% in Q1 2026, buying an estimated $208K and bringing the position to 9,275 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #285.

Crestwood Advisors Group first reported a position in DUK in Q3 2013 and has held it in 43 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Crestwood Advisors Group held 9,275 shares of Duke Energy worth $1.21M as of Q1 2026.
  • Crestwood Advisors Group bought 1,660 Duke Energy shares in Q1 2026, an estimated $208K.
  • Duke Energy made up 0.02% of Crestwood Advisors Group's portfolio in Q1 2026, its #285 holding.
  • Crestwood Advisors Group first reported a position in Duke Energy in Q3 2013 and has held it in 43 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.