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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Fund Management's DUK Position: Q1 2026 in Review

Harvest Fund Management held its Duke Energy (DUK) position steady in Q1 2026 at 23 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Harvest Fund Management first reported a position in DUK in Q3 2022 and has held it in 9 quarters since. The position peaked at $19K in Q1 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Harvest Fund Management held 23 shares of Duke Energy worth $3K as of Q1 2026.
Harvest Fund Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #483 holding.
Harvest Fund Management first reported a position in Duke Energy in Q3 2022 and has held it in 9 quarters since.
Harvest Fund Management's Duke Energy position peaked at $19K in Q1 2025.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.