FHWM
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Fox Hill Wealth Management’s Duke Energy DUK Stock Holding History

Fox Hill 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
Q1 		$3.87M Buy
29,563
+461
+2% +$57.6K 1.86% 14
2025
Q4 		$3.41M Buy
29,102
+716
+3% +$87.4K 1.59% 18
2025
Q3 		$3.51M Buy
28,386
+229
+0.8% +$27.8K 1.64% 17
2025
Q2 		$3.32M Buy
28,157
+1,112
+4% +$131K 1.71% 16
2025
Q1 		$3.3M Buy
27,045
+920
+4% +$105K 1.95% 13
2024
Q4 		$2.81M Buy
26,125
+1,314
+5% +$149K 1.59% 16
2024
Q3 		$2.86M Buy
24,811
+5,694
+30% +$634K 1.58% 13
2024
Q2 		$1.92M Buy
19,117
+715
+4% +$71.5K 1.17% 26
2024
Q1 		$1.78M Buy
18,402
+11,740
+176% +$1.11M 1.2% 25
2023
Q4 		$646K Buy
+6,662
New +$606K 0.5% 55

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

Fox Hill Wealth Management's DUK Position: Q1 2026 in Review

Fox Hill Wealth Management increased its Duke Energy (DUK) stake by 1.6% in Q1 2026, buying an estimated $57.6K and bringing the position to 29,563 shares worth $3.87M. The position accounts for 1.86% of the portfolio, ranked #14.

Fox Hill Wealth Management first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Fox Hill Wealth Management held 29,563 shares of Duke Energy worth $3.87M as of Q1 2026.
  • Fox Hill Wealth Management bought 461 Duke Energy shares in Q1 2026, an estimated $57.6K.
  • Duke Energy made up 1.86% of Fox Hill Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Fox Hill Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.