Halbert Hargrove Global Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$474 Buy
+4
New +$505 ﹤0.01% 540
2025
Q4
Sell
-119
Closed -$14.7K 474
2025
Q3
$14.7K Buy
+119
New +$14.4K ﹤0.01% 280
2025
Q2
Sell
-67
Closed -$8.17K 407
2025
Q1
$8.17K Buy
+67
New +$7.64K ﹤0.01% 269

Other funds holding DUK

Halbert Hargrove Global Advisors's DUK Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 4 shares worth $474. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in DUK as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in DUK in Q1 2025 and has held it in 3 quarters since. The position peaked at $14.7K in Q3 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4 shares of Duke Energy worth $474 as of Q2 2026.
  • Duke Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Duke Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #540 holding.
  • Halbert Hargrove Global Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Duke Energy position peaked at $14.7K in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.