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Cutler Capital Management’s Duke Energy DUK Stock Holding History

Cutler 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 		$150K Hold
1,183
– – 0.04% 111
2026
Q1 		$155K Hold
1,183
– – 0.04% 106
2025
Q4 		$139K Sell
1,183
-36
-3% -$4.4K 0.04% 115
2025
Q3 		$151K Buy
1,219
+133
+12% +$16.1K 0.05% 111
2025
Q2 		$128K Sell
1,086
-19
-2% -$2.24K 0.04% 108
2025
Q1 		$135K Buy
1,105
+55
+5% +$6.27K 0.05% 106
2024
Q4 		$113K Buy
+1,050
New +$119K 0.04% 111

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 $3.38T AUM 44.17% 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

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

Cutler Capital Management held its Duke Energy (DUK) position steady in Q2 2026 at 1,183 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #111.

Cutler Capital Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $155K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cutler Capital Management held 1,183 shares of Duke Energy worth $150K as of Q2 2026.
  • Cutler Capital Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.04% of Cutler Capital Management's portfolio in Q2 2026, its #111 holding.
  • Cutler Capital Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Cutler Capital Management's Duke Energy position peaked at $155K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cutler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.