Hamilton Point Investment Advisors’s Duke Energy DUK Stock Holding History

Hamilton Point Investment 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 Q2	$320K	Sell	2,531 -1	-0%	-$126	0.05%	114
2026 Q1	$332K	Hold	2,532	–	–	0.05%	111
2025 Q4	$297K	Sell	2,532 -51	-2%	-$6.23K	0.05%	114
2025 Q3	$320K	Buy	2,583 +1	+0%	+$121	0.05%	109
2025 Q2	$305K	Buy	2,582 +31	+1%	+$3.66K	0.05%	111
2025 Q1	$311K	Buy	2,551 +51	+2%	+$5.81K	0.06%	104
2024 Q4	$269K	Buy	+2,500	New	+$283K	0.05%	110
2024 Q1	–	Sell	-4,978	Closed	-$483K	–	153
2023 Q4	$483K	Buy	+4,978	New	+$453K	0.1%	91

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 Point Investment Advisors's DUK Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Duke Energy (DUK) stake by 0.04% in Q2 2026, selling an estimated $126 and leaving 2,531 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #114.

Hamilton Point Investment Advisors first reported a position in DUK in Q4 2023 and has held it in 8 quarters since. The position peaked at $483K in Q4 2023. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Hamilton Point Investment Advisors held 2,531 shares of Duke Energy worth $320K as of Q2 2026.
Hamilton Point Investment Advisors sold 1 Duke Energy share in Q2 2026, an estimated $126.
Duke Energy made up 0.05% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #114 holding.
Hamilton Point Investment Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 8 quarters since.
Hamilton Point Investment Advisors's Duke Energy position peaked at $483K in Q4 2023.
2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.