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Harel Insurance Investments & Financial Services’s Duke Energy DUK Stock Holding History

Harel Insurance Investments & 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 		$317K Sell
2,501
-1,147
-31% -$145K ﹤0.01% 303
2026
Q1 		$478K Buy
3,648
+2,800
+330% +$350K ﹤0.01% 203
2025
Q4 		$99K Buy
848
+40
+5% +$4.88K ﹤0.01% 314
2025
Q3 		$100K Buy
+808
New +$98.1K ﹤0.01% 340
2022
Q4 		– Sell
-2,000
Closed -$190K – 693
2022
Q3 		$190K Buy
+2,000
New +$215K ﹤0.01% 297
2021
Q3 		– Sell
-1,708
Closed -$550K – 708
2021
Q2 		$550K Sell
1,708
-737
-30% -$74K 0.01% 434
2021
Q1 		$789K Buy
2,445
+256
+12% +$23.4K 0.01% 416
2020
Q4 		$645K Hold
2,189
– – 0.02% 323
2020
Q3 		$194K Buy
+2,189
New +$180K 0.01% 312
2020
Q2 		– Sell
-659
Closed -$53K – 524
2020
Q1 		$53K Buy
+659
New +$60.5K ﹤0.01% 270
2019
Q4 		– Sell
-229
Closed -$22K – 486
2019
Q3 		$22K Buy
+229
New +$20.8K ﹤0.01% 382
2019
Q2 		– Sell
-12
Closed -$1K – 482
2019
Q1 		$1K Sell
12
-45
-79% -$3.97K ﹤0.01% 440
2018
Q4 		$5K Buy
+57
New +$4.85K ﹤0.01% 430
2018
Q3 		– Sell
-409
Closed -$32K – 481
2018
Q2 		$32K Buy
+409
New +$31.5K ﹤0.01% 349
2017
Q4 		– Sell
-2,000
Closed -$168K – 474
2017
Q3 		$168K Hold
2,000
– – 0.01% 195
2017
Q2 		$167K Hold
2,000
– – 0.01% 200
2017
Q1 		$166K Hold
2,000
– – 0.01% 176
2016
Q4 		$155K Sell
2,000
-400
-17% -$30.6K 0.02% 128
2016
Q3 		$192K Buy
2,400
+300
+14% +$24.8K 0.03% 117
2016
Q2 		$180K Buy
2,100
+100
+5% +$7.99K 0.02% 168
2016
Q1 		$161K Hold
2,000
– – 0.02% 123
2015
Q4 		$143K Buy
+2,000
New +$141K 0.02% 122

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DUK Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its Duke Energy (DUK) stake by 31% in Q2 2026, selling an estimated $145K and leaving 2,501 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Harel Insurance Investments & Financial Services first reported a position in DUK in Q4 2015 and has held it in 22 quarters since. The position peaked at $789K in Q1 2021. 1,821 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 2,501 shares of Duke Energy worth $317K as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 1,147 Duke Energy shares in Q2 2026, an estimated $145K.
  • Duke Energy made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #303 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Duke Energy in Q4 2015 and has held it in 22 quarters since.
  • Harel Insurance Investments & Financial Services's Duke Energy position peaked at $789K in Q1 2021.
  • 1,821 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.