HIMS
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Hager Investment Management Services’s Duke Energy DUK Stock Holding History

Hager Investment Management Services’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 		$163K Sell
1,290
-85
-6% -$10.7K 0.08% 101
2026
Q1 		$180K Sell
1,375
-90
-6% -$11.3K 0.1% 90
2025
Q4 		$172K Sell
1,465
-15
-1% -$1.83K 0.09% 89
2025
Q3 		$183K Sell
1,480
-170
-10% -$20.6K 0.1% 97
2025
Q2 		$195K Hold
1,650
– – 0.12% 90
2025
Q1 		$201K Sell
1,650
-131
-7% -$14.9K 0.14% 85
2024
Q4 		$192K Buy
+1,781
New +$202K 0.12% 92

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Hager Investment Management Services's DUK Position: Q2 2026 in Review

Hager Investment Management Services reduced its Duke Energy (DUK) stake by 6.2% in Q2 2026, selling an estimated $10.7K and leaving 1,290 shares worth $163K. The position accounts for 0.08% of the portfolio, ranked #101.

Hager Investment Management Services first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $201K in Q1 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hager Investment Management Services held 1,290 shares of Duke Energy worth $163K as of Q2 2026.
  • Hager Investment Management Services sold 85 Duke Energy shares in Q2 2026, an estimated $10.7K.
  • Duke Energy made up 0.08% of Hager Investment Management Services's portfolio in Q2 2026, its #101 holding.
  • Hager Investment Management Services first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Duke Energy position peaked at $201K in Q1 2025.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.