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

Halbert Hargrove Global 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
Q3 		– Sell
-4
Closed -$474 – 456
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Halbert Hargrove Global Advisors's DUK Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 4 shares — an estimated $474 sold.

Halbert Hargrove Global Advisors first reported a position in DUK in Q1 2025 and held it in 3 quarters. The position peaked at $14.7K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 Duke Energy shares in Q3 2026, an estimated $474.
  • Halbert Hargrove Global Advisors first reported a position in Duke Energy in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Duke Energy position peaked at $14.7K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.