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Crew Capital Management’s Duke Energy DUK Stock Holding History

Crew Capital Management’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 		$206K Hold
1,631
– – 0.11% 109
2026
Q1 		$214K Sell
1,631
-200
-11% -$25K 0.14% 105
2025
Q4 		$215K Buy
1,831
+200
+12% +$24.4K 0.14% 105
2025
Q3 		$202K Buy
+1,631
New +$198K 0.14% 113
2025
Q2 		– Sell
-1,873
Closed -$228K – 123
2025
Q1 		$228K Buy
+1,873
New +$214K 0.19% 138
2024
Q4 		– Sell
-1,845
Closed -$213K – 146
2024
Q3 		$213K Buy
+1,845
New +$205K 0.17% 128

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

Crew Capital Management's DUK Position: Q2 2026 in Review

Crew Capital Management held its Duke Energy (DUK) position steady in Q2 2026 at 1,631 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #109.

Crew Capital Management first reported a position in DUK in Q3 2024 and has held it in 6 quarters since. The position peaked at $228K in Q1 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Crew Capital Management held 1,631 shares of Duke Energy worth $206K as of Q2 2026.
  • Crew Capital Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.11% of Crew Capital Management's portfolio in Q2 2026, its #109 holding.
  • Crew Capital Management first reported a position in Duke Energy in Q3 2024 and has held it in 6 quarters since.
  • Crew Capital Management's Duke Energy position peaked at $228K in Q1 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.