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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments's DUK Position: Q1 2026 in Review

Harbour Investments increased its Duke Energy (DUK) stake by 39% in Q1 2026, buying an estimated $2.87M and bringing the position to 82,049 shares worth $10.7M. The position accounts for 0.17% of the portfolio, ranked #115.

Harbour Investments first reported a position in DUK in Q1 2021 and has held it in 20 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Harbour Investments held 82,049 shares of Duke Energy worth $10.7M as of Q1 2026.
  • Harbour Investments bought 22,982 Duke Energy shares in Q1 2026, an estimated $2.87M.
  • Duke Energy made up 0.17% of Harbour Investments's portfolio in Q1 2026, its #115 holding.
  • Harbour Investments first reported a position in Duke Energy in Q1 2021 and has held it in 20 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.