Hanlon Investment Management’s Duke Energy DUK Stock Holding History

Hanlon Investment Management’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 Q1	$272K	Buy	2,078 +35	+2%	+$4.38K	0.15%	183
2025 Q4	$239K	Buy	+2,043	New	+$249K	0.13%	184
2017 Q2	–	Sell	-33,648	Closed	-$2.76M	–	48
2017 Q1	$2.76M	Sell	33,648 -3,373	-9%	-$268K	0.35%	42
2016 Q4	$2.87M	Buy	+37,021	New	+$2.84M	0.34%	46
2016 Q3	–	Sell	-71,730	Closed	-$6.15M	–	63
2016 Q2	$6.15M	Buy	71,730 +12,461	+21%	+$996K	0.53%	16
2016 Q1	$4.78M	Buy	59,269 +5,314	+10%	+$402K	0.43%	21
2015 Q4	$3.85M	Buy	+53,955	New	+$3.79M	0.37%	56

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hanlon Investment Management's DUK Position: Q1 2026 in Review

Hanlon Investment Management increased its Duke Energy (DUK) stake by 1.7% in Q1 2026, buying an estimated $4.38K and bringing the position to 2,078 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #183.

Hanlon Investment Management first reported a position in DUK in Q4 2015 and has held it in 7 quarters since. The position peaked at $6.15M in Q2 2016. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Hanlon Investment Management held 2,078 shares of Duke Energy worth $272K as of Q1 2026.
Hanlon Investment Management bought 35 Duke Energy shares in Q1 2026, an estimated $4.38K.
Duke Energy made up 0.15% of Hanlon Investment Management's portfolio in Q1 2026, its #183 holding.
Hanlon Investment Management first reported a position in Duke Energy in Q4 2015 and has held it in 7 quarters since.
Hanlon Investment Management's Duke Energy position peaked at $6.15M in Q2 2016.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.