Hamilton Capital’s Duke Energy DUK Stock Holding History

Hamilton Capital’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	$240K	Buy	1,898 +326	+21%	+$41.1K	0.01%	134
2026 Q1	$206K	Buy	+1,572	New	+$197K	0.01%	148
2023 Q1	–	Sell	-2,990	Closed	-$308K	–	132
2022 Q4	$308K	Buy	2,990 +453	+18%	+$43.5K	0.02%	95
2022 Q3	$236K	Buy	2,537 +204	+9%	+$21.9K	0.02%	84
2022 Q2	$250K	Buy	2,333 +34	+1%	+$3.74K	0.02%	92
2022 Q1	$257K	Sell	2,299 -111	-5%	-$11.5K	0.02%	96
2021 Q4	$253K	Buy	+2,410	New	+$244K	0.02%	125
2019 Q3	–	Sell	-3,256	Closed	-$287K	–	37
2019 Q2	$287K	Sell	3,256 -49	-1%	-$4.33K	0.1%	41
2019 Q1	$297K	Buy	+3,305	New	+$291K	0.13%	29

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hamilton Capital's DUK Position: Q2 2026 in Review

Hamilton Capital increased its Duke Energy (DUK) stake by 21% in Q2 2026, buying an estimated $41.1K and bringing the position to 1,898 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #134.

Hamilton Capital first reported a position in DUK in Q1 2019 and has held it in 9 quarters since. The position peaked at $308K in Q4 2022. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Hamilton Capital held 1,898 shares of Duke Energy worth $240K as of Q2 2026.
Hamilton Capital bought 326 Duke Energy shares in Q2 2026, an estimated $41.1K.
Duke Energy made up 0.01% of Hamilton Capital's portfolio in Q2 2026, its #134 holding.
Hamilton Capital first reported a position in Duke Energy in Q1 2019 and has held it in 9 quarters since.
Hamilton Capital's Duke Energy position peaked at $308K in Q4 2022.
2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.