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Hantz Financial Services’s Duke Energy DUK Stock Holding History

Hantz Financial Services’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 		$745K Buy
5,885
+630
+12% +$79.5K 0.01% 597
2026
Q1 		$688K Buy
5,255
+881
+20% +$110K 0.01% 561
2025
Q4 		$513K Buy
4,374
+993
+29% +$121K 0.01% 596
2025
Q3 		$418K Buy
3,381
+1,117
+49% +$136K 0.01% 584
2025
Q2 		$267K Buy
2,264
+595
+36% +$70.2K ﹤0.01% 582
2025
Q1 		$204K Buy
+1,669
New +$190K ﹤0.01% 564
2024
Q2 		– Sell
-1,004
Closed -$97K – 1098
2024
Q1 		$97K Buy
+1,004
New +$95.2K ﹤0.01% 608
2022
Q2 		– Sell
-1,954
Closed -$218K – 1053
2022
Q1 		$218K Buy
+1,954
New +$203K 0.01% 519
2021
Q4 		– Sell
-2,077
Closed -$203K – 876
2021
Q3 		$203K Buy
+2,077
New +$215K 0.01% 489

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hantz Financial Services's DUK Position: Q2 2026 in Review

Hantz Financial Services increased its Duke Energy (DUK) stake by 12% in Q2 2026, buying an estimated $79.5K and bringing the position to 5,885 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #597.

Hantz Financial Services first reported a position in DUK in Q3 2021 and has held it in 9 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hantz Financial Services held 5,885 shares of Duke Energy worth $745K as of Q2 2026.
  • Hantz Financial Services bought 630 Duke Energy shares in Q2 2026, an estimated $79.5K.
  • Duke Energy made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #597 holding.
  • Hantz Financial Services first reported a position in Duke Energy in Q3 2021 and has held it in 9 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.