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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
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 $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

Hartford Funds Management's DUK Position: Q1 2026 in Review

Hartford Funds Management increased its Duke Energy (DUK) stake by 2.8% in Q1 2026, buying an estimated $46.9K and bringing the position to 13,902 shares worth $1.82M. The position accounts for 0.16% of the portfolio, ranked #34.

Hartford Funds Management first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.9M in Q2 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Hartford Funds Management held 13,902 shares of Duke Energy worth $1.82M as of Q1 2026.
  • Hartford Funds Management bought 375 Duke Energy shares in Q1 2026, an estimated $46.9K.
  • Duke Energy made up 0.16% of Hartford Funds Management's portfolio in Q1 2026, its #34 holding.
  • Hartford Funds Management first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • Hartford Funds Management's Duke Energy position peaked at $1.9M in Q2 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.