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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
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 $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

CSM Advisors's DUK Position: Q1 2026 in Review

CSM Advisors reduced its Duke Energy (DUK) stake by 1.3% in Q1 2026, selling an estimated $359K and leaving 218,853 shares worth $28.7M. The position accounts for 0.7% of the portfolio, ranked #33.

CSM Advisors first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. The position peaked at $38.7M in Q2 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CSM Advisors held 218,853 shares of Duke Energy worth $28.7M as of Q1 2026.
  • CSM Advisors sold 2,869 Duke Energy shares in Q1 2026, an estimated $359K.
  • Duke Energy made up 0.7% of CSM Advisors's portfolio in Q1 2026, its #33 holding.
  • CSM Advisors first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Duke Energy position peaked at $38.7M in Q2 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.