HI
DUK icon

Harbour Investments’s Duke Energy DUK Stock Holding History

Harbour Investments’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 		$9.97M Sell
78,752
-3,297
-4% -$416K 0.13% 139
2026
Q1 		$10.7M Buy
82,049
+22,982
+39% +$2.87M 0.17% 115
2025
Q4 		$6.92M Buy
59,067
+38,352
+185% +$4.68M 0.14% 135
2025
Q3 		$2.56M Sell
20,715
-656
-3% -$79.6K 0.06% 284
2025
Q2 		$2.52M Sell
21,371
-330
-2% -$38.9K 0.06% 275
2025
Q1 		$2.65M Buy
21,701
+559
+3% +$63.7K 0.08% 231
2024
Q4 		$2.28M Sell
21,142
-122
-0.6% -$13.8K 0.07% 254
2024
Q3 		$2.45M Buy
21,264
+856
+4% +$95.3K 0.07% 230
2024
Q2 		$2.05M Buy
20,408
+165
+0.8% +$16.5K 0.07% 249
2024
Q1 		$1.96M Buy
20,243
+1,837
+10% +$174K 0.07% 259
2023
Q4 		$1.79M Buy
18,406
+110
+0.6% +$10K 0.07% 244
2023
Q3 		$1.61M Buy
18,296
+2,021
+12% +$185K 0.08% 240
2023
Q2 		$1.46M Buy
16,275
+1,255
+8% +$118K 0.07% 261
2023
Q1 		$1.45M Buy
15,020
+1,039
+7% +$103K 0.08% 245
2022
Q4 		$1.44M Buy
13,981
+3,746
+37% +$360K 0.09% 230
2022
Q3 		$1.1M Hold
10,235
– – 0.07% 262
2022
Q2 		$1.1M Buy
+10,235
New +$1.13M 0.07% 262
2021
Q4 		$1.04M Sell
9,877
-32,787
-77% -$3.32M 0.06% 292
2021
Q3 		$4.16M Sell
42,664
-5,956
-12% -$617K 0.13% 147
2021
Q2 		$4.8M Buy
48,620
+382
+0.8% +$38.4K 0.15% 127
2021
Q1 		$4.66M Buy
+48,238
New +$4.4M 0.17% 119

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 $3.38T AUM 44.17% 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

Harbour Investments's DUK Position: Q2 2026 in Review

Harbour Investments reduced its Duke Energy (DUK) stake by 4% in Q2 2026, selling an estimated $416K and leaving 78,752 shares worth $9.97M. The position accounts for 0.13% of the portfolio, ranked #139.

Harbour Investments first reported a position in DUK in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.7M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Harbour Investments held 78,752 shares of Duke Energy worth $9.97M as of Q2 2026.
  • Harbour Investments sold 3,297 Duke Energy shares in Q2 2026, an estimated $416K.
  • Duke Energy made up 0.13% of Harbour Investments's portfolio in Q2 2026, its #139 holding.
  • Harbour Investments first reported a position in Duke Energy in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Duke Energy position peaked at $10.7M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.