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Harvest Fund Management’s Duke Energy DUK Stock Holding History

Harvest Fund 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 		– Sell
-23
Closed -$3K – 488
2026
Q1 		$3K Hold
23
– – ﹤0.01% 483
2025
Q4 		$3K Hold
23
– – ﹤0.01% 554
2025
Q3 		$3K Hold
23
– – ﹤0.01% 585
2025
Q2 		$3K Sell
23
-130
-85% -$15.3K ﹤0.01% 575
2025
Q1 		$19K Buy
153
+93
+155% +$10.6K ﹤0.01% 549
2024
Q4 		$6K Buy
+60
New +$6.8K ﹤0.01% 686
2023
Q2 		– Sell
-39
Closed -$4K – 691
2023
Q1 		$4K Sell
39
-128
-77% -$12.6K ﹤0.01% 693
2022
Q4 		$17K Hold
167
– – ﹤0.01% 613
2022
Q3 		$16K Buy
+167
New +$17.9K ﹤0.01% 578

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

Harvest Fund Management's DUK Position: Q2 2026 in Review

Harvest Fund Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 23 shares — an estimated $3K sold.

Harvest Fund Management first reported a position in DUK in Q3 2022 and held it in 9 quarters. The position peaked at $19K in Q1 2025. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Harvest Fund Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Harvest Fund Management sold 23 Duke Energy shares in Q2 2026, an estimated $3K.
  • Harvest Fund Management first reported a position in Duke Energy in Q3 2022 and held it in 9 quarters.
  • Harvest Fund Management's Duke Energy position peaked at $19K in Q1 2025.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.