Total Clarity Wealth Management’s Duke Energy DUK Stock Holding History

Total Clarity Wealth 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	$295K	Sell	2,330 -60	-3%	-$7.57K	0.06%	303
2026 Q1	$313K	Buy	2,390 +15	+0.6%	+$1.88K	0.07%	242
2025 Q4	$278K	Sell	2,375 -47	-2%	-$5.74K	0.07%	244
2025 Q3	$300K	Buy	2,422 +131	+6%	+$15.9K	0.08%	223
2025 Q2	$270K	Buy	+2,291	New	+$270K	0.08%	227
2023 Q1	–	Sell	-4,009	Closed	-$413K	–	200
2022 Q4	$413K	Buy	+4,009	New	+$385K	0.21%	118
2022 Q3	–	Sell	-1,448	Closed	-$155K	–	410
2022 Q2	$155K	Buy	+1,448	New	+$159K	0.08%	244
2022 Q1	–	Sell	-437	Closed	-$46K	–	385
2021 Q4	$46K	Sell	437 -13	-3%	-$1.32K	0.02%	421
2021 Q3	$44K	Buy	+450	New	+$46.6K	0.02%	427
2021 Q2	–	Sell	-475	Closed	-$46K	–	325
2021 Q1	$46K	Buy	+475	New	+$43.4K	0.03%	352
2020 Q1	–	Sell	-86	Closed	-$8K	–	215
2019 Q4	$8K	Buy	+86	New	+$7.88K	0.01%	523

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Total Clarity Wealth Management's DUK Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Duke Energy (DUK) stake by 2.5% in Q2 2026, selling an estimated $7.57K and leaving 2,330 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #303.

Total Clarity Wealth Management first reported a position in DUK in Q4 2019 and has held it in 11 quarters since. The position peaked at $413K in Q4 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Total Clarity Wealth Management held 2,330 shares of Duke Energy worth $295K as of Q2 2026.
Total Clarity Wealth Management sold 60 Duke Energy shares in Q2 2026, an estimated $7.57K.
Duke Energy made up 0.06% of Total Clarity Wealth Management's portfolio in Q2 2026, its #303 holding.
Total Clarity Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 11 quarters since.
Total Clarity Wealth Management's Duke Energy position peaked at $413K in Q4 2022.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.