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Hartford Funds Management’s Duke Energy DUK Stock Holding History

Hartford Funds Management’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 		$1.67M Sell
13,204
-698
-5% -$88K 0.13% 42
2026
Q1 		$1.82M Buy
13,902
+375
+3% +$46.9K 0.16% 34
2025
Q4 		$1.59M Sell
13,527
-298
-2% -$36.4K 0.13% 37
2025
Q3 		$1.71M Sell
13,825
-2,307
-14% -$280K 0.15% 22
2025
Q2 		$1.9M Buy
16,132
+584
+4% +$68.9K 0.16% 20
2025
Q1 		$1.9M Sell
15,548
-44
-0.3% -$5.01K 0.17% 18
2024
Q4 		$1.68M Sell
15,592
-274
-2% -$31K 0.15% 20
2024
Q3 		$1.83M Sell
15,866
-2,104
-12% -$234K 0.17% 15
2024
Q2 		$1.8M Buy
17,970
+1,979
+12% +$198K 0.17% 15
2024
Q1 		$1.55M Buy
15,991
+2,278
+17% +$216K 0.15% 17
2023
Q4 		$1.33M Buy
13,713
+3,247
+31% +$295K 0.13% 15
2023
Q3 		$924K Buy
10,466
+4,092
+64% +$375K 0.1% 12
2023
Q2 		$572K Buy
6,374
+558
+10% +$52.7K 0.06% 25
2023
Q1 		$561K Buy
5,816
+869
+18% +$85.8K 0.06% 20
2022
Q4 		$509K Buy
+4,947
New +$475K 0.05% 22

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

Hartford Funds Management's DUK Position: Q2 2026 in Review

Hartford Funds Management reduced its Duke Energy (DUK) stake by 5% in Q2 2026, selling an estimated $88K and leaving 13,204 shares worth $1.67M. The position accounts for 0.13% of the portfolio, ranked #42.

Hartford Funds Management first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q2 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hartford Funds Management held 13,204 shares of Duke Energy worth $1.67M as of Q2 2026.
  • Hartford Funds Management sold 698 Duke Energy shares in Q2 2026, an estimated $88K.
  • Duke Energy made up 0.13% of Hartford Funds Management's portfolio in Q2 2026, its #42 holding.
  • Hartford Funds Management first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Hartford Funds Management's Duke Energy position peaked at $1.9M in Q2 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hartford Funds Management's 13F filing for Q2 2026, filed 6 Aug 2026.