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CSM Advisors’s Duke Energy DUK Stock Holding History

CSM 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 		$27.4M Sell
216,822
-2,031
-0.9% -$256K 0.59% 37
2026
Q1 		$28.7M Sell
218,853
-2,869
-1% -$359K 0.7% 33
2025
Q4 		$26M Sell
221,722
-57,219
-21% -$6.99M 0.71% 39
2025
Q3 		$34.5M Sell
278,941
-48,684
-15% -$5.91M 0.96% 23
2025
Q2 		$38.7M Buy
+327,625
New +$38.7M 1.13% 13

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

CSM Advisors's DUK Position: Q2 2026 in Review

CSM Advisors reduced its Duke Energy (DUK) stake by 0.93% in Q2 2026, selling an estimated $256K and leaving 216,822 shares worth $27.4M. The position accounts for 0.59% of the portfolio, ranked #37.

CSM Advisors first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.7M in Q2 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • CSM Advisors held 216,822 shares of Duke Energy worth $27.4M as of Q2 2026.
  • CSM Advisors sold 2,031 Duke Energy shares in Q2 2026, an estimated $256K.
  • Duke Energy made up 0.59% of CSM Advisors's portfolio in Q2 2026, its #37 holding.
  • CSM Advisors first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Duke Energy position peaked at $38.7M in Q2 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.