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 Q2	$250K	Sell	1,972 -106	-5%	-$13.4K	0.13%	194
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 $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

Hanlon Investment Management's DUK Position: Q2 2026 in Review

Hanlon Investment Management reduced its Duke Energy (DUK) stake by 5.1% in Q2 2026, selling an estimated $13.4K and leaving 1,972 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #194.

Hanlon Investment Management first reported a position in DUK in Q4 2015 and has held it in 8 quarters since. The position peaked at $6.15M in Q2 2016. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Hanlon Investment Management held 1,972 shares of Duke Energy worth $250K as of Q2 2026.
Hanlon Investment Management sold 106 Duke Energy shares in Q2 2026, an estimated $13.4K.
Duke Energy made up 0.13% of Hanlon Investment Management's portfolio in Q2 2026, its #194 holding.
Hanlon Investment Management first reported a position in Duke Energy in Q4 2015 and has held it in 8 quarters since.
Hanlon Investment Management's Duke Energy position peaked at $6.15M in Q2 2016.
2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.