FHWM
DUK icon

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
Q2 		$3.81M Buy
30,074
+511
+2% +$64.5K 1.53% 18
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 $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

Fox Hill Wealth Management's DUK Position: Q2 2026 in Review

Fox Hill Wealth Management increased its Duke Energy (DUK) stake by 1.7% in Q2 2026, buying an estimated $64.5K and bringing the position to 30,074 shares worth $3.81M. The position accounts for 1.53% of the portfolio, ranked #18.

Fox Hill Wealth Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.87M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fox Hill Wealth Management held 30,074 shares of Duke Energy worth $3.81M as of Q2 2026.
  • Fox Hill Wealth Management bought 511 Duke Energy shares in Q2 2026, an estimated $64.5K.
  • Duke Energy made up 1.53% of Fox Hill Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Fox Hill Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Fox Hill Wealth Management's Duke Energy position peaked at $3.87M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.