Andrew Hill Investment Advisors’s Duke Energy DUK Stock Holding History

Andrew Hill Investment 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	$1.33M	Sell	10,524 -36	-0.3%	-$4.54K	0.99%	32
2026 Q1	$1.38M	Sell	10,560 -7,898	-43%	-$987K	1.23%	30
2025 Q4	$2.16M	Sell	18,458 -18,253	-50%	-$2.23M	1.65%	21
2025 Q3	$4.54M	Sell	36,711 -830	-2%	-$101K	3.53%	11
2025 Q2	$4.43M	Sell	37,541 -222	-0.6%	-$26.2K	3.56%	11
2025 Q1	$4.61M	Buy	37,763 +29,153	+339%	+$3.32M	4.46%	8
2024 Q4	$928K	Sell	8,610 -24,577	-74%	-$2.78M	0.69%	35
2024 Q3	$3.83M	Sell	33,187 -153	-0.5%	-$17K	2.87%	15
2024 Q2	$3.34M	Buy	+33,340	New	+$3.33M	2.77%	15

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Milford Funds Auckland $6.14B AUM

Andrew Hill Investment Advisors's DUK Position: Q2 2026 in Review

Andrew Hill Investment Advisors reduced its Duke Energy (DUK) stake by 0.34% in Q2 2026, selling an estimated $4.54K and leaving 10,524 shares worth $1.33M. The position accounts for 0.99% of the portfolio, ranked #32.

Andrew Hill Investment Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.61M in Q1 2025. 1,155 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Andrew Hill Investment Advisors held 10,524 shares of Duke Energy worth $1.33M as of Q2 2026.
Andrew Hill Investment Advisors sold 36 Duke Energy shares in Q2 2026, an estimated $4.54K.
Duke Energy made up 0.99% of Andrew Hill Investment Advisors's portfolio in Q2 2026, its #32 holding.
Andrew Hill Investment Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Andrew Hill Investment Advisors's Duke Energy position peaked at $4.61M in Q1 2025.
1,155 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Andrew Hill Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.