HP
DUK icon

Havemeyer Place’s Duke Energy DUK Stock Holding History

Havemeyer Place’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 		$240K Buy
+1,893
New +$239K 0.02% 446
2026
Q1 		– Sell
-1,214
Closed -$142K – 570
2025
Q4 		$142K Buy
+1,214
New +$148K 0.03% 455

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 $3.38T AUM 44.17% 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

Havemeyer Place's DUK Position: Q2 2026 in Review

Havemeyer Place opened a new position in Duke Energy (DUK) in Q2 2026: 1,893 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Havemeyer Place previously reported a position in DUK as recently as Q4 2025.

Havemeyer Place first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Havemeyer Place held 1,893 shares of Duke Energy worth $240K as of Q2 2026.
  • Duke Energy was a new Havemeyer Place position in Q2 2026.
  • Duke Energy made up 0.02% of Havemeyer Place's portfolio in Q2 2026, its #446 holding.
  • Havemeyer Place first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.