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Hayek Kallen Investment Management’s Duke Energy DUK Stock Holding History

Hayek Kallen Investment 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 		$1.33M Buy
10,493
+14
+0.1% +$1.77K 0.4% 46
2026
Q1 		$1.37M Buy
+10,479
New +$1.31M 0.45% 44
2025
Q4 		– Sell
-10,476
Closed -$1.3M – 120
2025
Q3 		$1.3M Buy
10,476
+14
+0.1% +$1.7K 0.41% 47
2025
Q2 		$1.23M Buy
10,462
+413
+4% +$48.7K 0.42% 47
2025
Q1 		$1.23M Sell
10,049
-297
-3% -$33.9K 0.45% 45
2024
Q4 		$1.11M Buy
10,346
+601
+6% +$68.1K 0.41% 49
2024
Q3 		$1.12M Buy
9,745
+54
+0.6% +$6.01K 0.4% 49
2024
Q2 		$971K Buy
9,691
+17
+0.2% +$1.7K 0.36% 51
2024
Q1 		$936K Sell
9,674
-22
-0.2% -$2.09K 0.36% 50
2023
Q4 		$941K Sell
9,696
-221
-2% -$20.1K 0.39% 47
2023
Q3 		$875K Buy
9,917
+19
+0.2% +$1.74K 0.39% 49
2023
Q2 		$888K Sell
9,898
-2
-0% -$189 0.38% 46
2023
Q1 		$955K Buy
9,900
+18
+0.2% +$1.78K 0.43% 48
2022
Q4 		$1.02M Sell
9,882
-245
-2% -$23.5K 0.47% 47
2022
Q3 		$942K Buy
10,127
+15
+0.1% +$1.61K 0.44% 48
2022
Q2 		$1.08M Buy
10,112
+17
+0.2% +$1.87K 0.47% 48
2022
Q1 		$1.13M Buy
10,095
+35
+0.3% +$3.63K 0.42% 51
2021
Q4 		$1.05M Buy
10,060
+3,291
+49% +$334K 0.38% 52
2021
Q3 		$661K Buy
6,769
+16
+0.2% +$1.66K 0.3% 52
2021
Q2 		$667K Sell
6,753
-24
-0.4% -$2.41K 0.28% 56
2021
Q1 		$654K Buy
6,777
+17
+0.3% +$1.55K 0.29% 54
2020
Q4 		$619K Buy
6,760
+243
+4% +$22.5K 0.3% 52
2020
Q3 		$577K Buy
6,517
+506
+8% +$41.7K 0.32% 48
2020
Q2 		$480K Sell
6,011
-65
-1% -$5.49K 0.27% 54
2020
Q1 		$491K Sell
6,076
-50
-0.8% -$4.59K 0.33% 50
2019
Q4 		$559K Buy
6,126
+11
+0.2% +$1.01K 0.32% 50
2019
Q3 		$586K Buy
6,115
+2,120
+53% +$193K 0.37% 50
2019
Q2 		$353K Buy
3,995
+146
+4% +$12.9K 0.22% 54
2019
Q1 		$346K Sell
3,849
-146
-4% -$12.9K 0.22% 54
2018
Q4 		$345K Buy
3,995
+19
+0.5% +$1.62K 0.25% 53
2018
Q3 		$318K Buy
3,976
+21
+0.5% +$1.7K 0.2% 53
2018
Q2 		$313K Buy
3,955
+22
+0.6% +$1.69K 0.22% 53
2018
Q1 		$305K Buy
3,933
+21
+0.5% +$1.62K 0.21% 52
2017
Q4 		$329K Buy
3,912
+18
+0.5% +$1.57K 0.22% 52
2017
Q3 		$327K Buy
3,894
+19
+0.5% +$1.63K 0.22% 51
2017
Q2 		$324K Sell
3,875
-83
-2% -$6.98K 0.22% 51
2017
Q1 		$325K Buy
3,958
+19
+0.5% +$1.51K 0.23% 50
2016
Q4 		$306K Buy
3,939
+19
+0.5% +$1.46K 0.22% 50
2016
Q3 		$314K Buy
3,920
+18
+0.5% +$1.49K 0.22% 49
2016
Q2 		$335K Sell
3,902
-83
-2% -$6.63K 0.24% 49
2016
Q1 		$322K Sell
3,985
-1,354
-25% -$102K 0.24% 46
2015
Q4 		$381K Sell
5,339
-171
-3% -$12K 0.29% 45
2015
Q3 		$396K Buy
+5,510
New +$399K 0.31% 46
2015
Q2 		– Sell
-5,962
Closed -$458K – 55
2015
Q1 		$458K Buy
5,962
+27
+0.5% +$2.19K 0.34% 47
2014
Q4 		$496K Buy
5,935
+1,719
+41% +$139K 0.37% 46
2014
Q3 		$315K Sell
4,216
-189
-4% -$13.8K 0.24% 49
2014
Q2 		$327K Buy
4,405
+247
+6% +$17.8K 0.25% 52
2014
Q1 		$296K Buy
4,158
+57
+1% +$3.97K 0.24% 51
2013
Q4 		$283K Sell
4,101
-78
-2% -$5.46K 0.22% 53
2013
Q3 		$279K Sell
4,179
-2
-0% -$136 0.23% 52
2013
Q2 		$282K Buy
+4,181
New +$296K 0.24% 52

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

Hayek Kallen Investment Management's DUK Position: Q2 2026 in Review

Hayek Kallen Investment Management increased its Duke Energy (DUK) stake by 0.13% in Q2 2026, buying an estimated $1.77K and bringing the position to 10,493 shares worth $1.33M. The position accounts for 0.4% of the portfolio, ranked #46.

Hayek Kallen Investment Management first reported a position in DUK in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.37M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hayek Kallen Investment Management held 10,493 shares of Duke Energy worth $1.33M as of Q2 2026.
  • Hayek Kallen Investment Management bought 14 Duke Energy shares in Q2 2026, an estimated $1.77K.
  • Duke Energy made up 0.4% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #46 holding.
  • Hayek Kallen Investment Management first reported a position in Duke Energy in Q2 2013 and has held it in 51 quarters since.
  • Hayek Kallen Investment Management's Duke Energy position peaked at $1.37M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.