CFO
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CVA Family Office’s Duke Energy DUK Stock Holding History

CVA Family Office’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 		$716K Buy
5,469
+386
+8% +$48.3K 0.08% 148
2025
Q4 		$596K Sell
5,083
-87
-2% -$10.6K 0.07% 152
2025
Q3 		$640K Buy
5,170
+20
+0.4% +$2.43K 0.08% 149
2025
Q2 		$608K Sell
5,150
-34
-0.7% -$4.01K 0.09% 147
2025
Q1 		$632K Buy
5,184
+149
+3% +$17K 0.1% 131
2024
Q4 		$542K Sell
5,035
-165
-3% -$18.7K 0.09% 150
2024
Q3 		$600K Buy
5,200
+31
+0.6% +$3.45K 0.1% 131
2024
Q2 		$518K Buy
5,169
+56
+1% +$5.6K 0.09% 133
2024
Q1 		$494K Sell
5,113
-148
-3% -$14K 0.09% 145
2023
Q4 		$511K Buy
5,261
+596
+13% +$54.2K 0.1% 130
2023
Q3 		$412K Buy
4,665
+170
+4% +$15.6K 0.09% 133
2023
Q2 		$403K Sell
4,495
-37
-0.8% -$3.49K 0.08% 137
2023
Q1 		$437K Buy
4,532
+545
+14% +$53.8K 0.1% 133
2022
Q4 		$411K Sell
3,987
-314
-7% -$30.1K 0.1% 132
2022
Q3 		$400K Buy
4,301
+3,135
+269% +$337K 0.11% 119
2022
Q2 		$125K Buy
1,166
+370
+46% +$40.7K 0.03% 219
2022
Q1 		$89K Hold
796
– – 0.02% 285
2021
Q4 		$84K Sell
796
-684
-46% -$69.3K 0.02% 271
2021
Q3 		$131K Buy
1,480
+669
+82% +$69.3K 0.09% 105
2021
Q2 		$80K Sell
811
-101
-11% -$10.1K 0.02% 276
2021
Q1 		$88K Sell
912
-59
-6% -$5.38K 0.03% 196
2020
Q4 		$89K Sell
971
-509
-34% -$47.1K 0.05% 140
2020
Q3 		$131K Buy
1,480
+745
+101% +$61.4K 0.09% 105
2020
Q2 		$59K Sell
735
-89
-11% -$7.52K 0.05% 148
2020
Q1 		$67K Buy
+824
New +$75.7K 0.07% 124

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

CVA Family Office's DUK Position: Q1 2026 in Review

CVA Family Office increased its Duke Energy (DUK) stake by 7.6% in Q1 2026, buying an estimated $48.3K and bringing the position to 5,469 shares worth $716K. The position accounts for 0.08% of the portfolio, ranked #148.

CVA Family Office first reported a position in DUK in Q1 2020 and has held it in 25 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CVA Family Office held 5,469 shares of Duke Energy worth $716K as of Q1 2026.
  • CVA Family Office bought 386 Duke Energy shares in Q1 2026, an estimated $48.3K.
  • Duke Energy made up 0.08% of CVA Family Office's portfolio in Q1 2026, its #148 holding.
  • CVA Family Office first reported a position in Duke Energy in Q1 2020 and has held it in 25 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.