HIA
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Harbor Investment Advisory’s Duke Energy DUK Stock Holding History

Harbor Investment Advisory’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 		$1.29M Buy
10,195
+602
+6% +$75.9K 0.09% 168
2026
Q1 		$1.26M Buy
9,593
+1,973
+26% +$247K 0.1% 166
2025
Q4 		$893K Buy
7,620
+5,709
+299% +$697K 0.07% 208
2025
Q3 		$237K Buy
1,911
+1
+0.1% +$121 0.02% 367
2025
Q2 		$225K Buy
1,910
+1
+0.1% +$118 0.02% 354
2025
Q1 		$233K Buy
1,909
+176
+10% +$20.1K 0.02% 346
2024
Q4 		$187K Buy
1,733
+1
+0.1% +$113 0.02% 359
2024
Q3 		$200K Sell
1,732
-7
-0.4% -$779 0.02% 341
2024
Q2 		$174K Sell
1,739
-97
-5% -$9.7K 0.02% 356
2024
Q1 		$178K Sell
1,836
-2,139
-54% -$203K 0.02% 357
2023
Q4 		$386K Sell
3,975
-79
-2% -$7.18K 0.04% 242
2023
Q3 		$358K Sell
4,054
-33
-0.8% -$3.02K 0.05% 244
2023
Q2 		$367K Buy
4,087
+33
+0.8% +$3.12K 0.05% 261
2023
Q1 		$391K Sell
4,054
-10
-0.2% -$988 0.06% 247
2022
Q4 		$419K Hold
4,064
– – 0.07% 226
2022
Q3 		$378K Buy
4,064
+10
+0.2% +$1.07K 0.06% 231
2022
Q2 		$435K Hold
4,054
– – 0.07% 213
2022
Q1 		$453K Sell
4,054
-135
-3% -$14K 0.06% 233
2021
Q4 		$439K Buy
4,189
+6
+0.1% +$608 0.06% 243
2021
Q3 		$408K Hold
4,183
– – 0.06% 253
2021
Q2 		$413K Sell
4,183
-8
-0.2% -$804 0.06% 250
2021
Q1 		$405K Buy
4,191
+305
+8% +$27.8K 0.06% 234
2020
Q4 		$356K Buy
3,886
+2,175
+127% +$201K 0.06% 229
2020
Q3 		$152K Buy
1,711
+122
+8% +$10.1K 0.03% 322
2020
Q2 		$127K Buy
1,589
+34
+2% +$2.87K 0.03% 321
2020
Q1 		$126K Sell
1,555
-1
-0.1% -$92 0.03% 282
2019
Q4 		$142K Buy
+1,556
New +$143K 0.03% 296

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Harbor Investment Advisory's DUK Position: Q2 2026 in Review

Harbor Investment Advisory increased its Duke Energy (DUK) stake by 6.3% in Q2 2026, buying an estimated $75.9K and bringing the position to 10,195 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #168.

Harbor Investment Advisory first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. 823 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Harbor Investment Advisory held 10,195 shares of Duke Energy worth $1.29M as of Q2 2026.
  • Harbor Investment Advisory bought 602 Duke Energy shares in Q2 2026, an estimated $75.9K.
  • Duke Energy made up 0.09% of Harbor Investment Advisory's portfolio in Q2 2026, its #168 holding.
  • Harbor Investment Advisory first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • 823 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.