HWM
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HB Wealth Management’s Duke Energy DUK Stock Holding History

HB Wealth 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 		$11.1M Buy
88,049
+5,203
+6% +$656K 0.06% 156
2026
Q1 		$10.8M Sell
82,846
-622
-0.7% -$77.8K 0.07% 150
2025
Q4 		$9.78M Sell
83,468
-1,726
-2% -$211K 0.06% 155
2025
Q3 		$10.5M Buy
85,194
+10,727
+14% +$1.3M 0.07% 143
2025
Q2 		$8.79M Buy
74,467
+1,660
+2% +$196K 0.07% 152
2025
Q1 		$8.88M Buy
72,807
+4,086
+6% +$466K 0.07% 145
2024
Q4 		$7.4M Buy
68,721
+2,784
+4% +$315K 0.08% 124
2024
Q3 		$7.6M Buy
65,937
+1,416
+2% +$158K 0.08% 119
2024
Q2 		$6.47M Buy
64,521
+625
+1% +$62.5K 0.08% 127
2024
Q1 		$6.18M Buy
63,896
+960
+2% +$91.1K 0.08% 130
2023
Q4 		$6.11M Sell
62,936
-3,725
-6% -$339K 0.09% 121
2023
Q3 		$5.88M Buy
66,661
+6,524
+11% +$598K 0.1% 111
2023
Q2 		$5.4M Buy
60,137
+3,626
+6% +$342K 0.09% 117
2023
Q1 		$5.45M Buy
56,511
+2,634
+5% +$260K 0.09% 108
2022
Q4 		$5.55M Buy
53,877
+2,227
+4% +$214K 0.1% 100
2022
Q3 		$4.8M Buy
51,650
+3,149
+6% +$338K 0.1% 97
2022
Q2 		$5.2M Buy
48,501
+4,944
+11% +$544K 0.11% 93
2022
Q1 		$4.86M Buy
43,557
+3,558
+9% +$370K 0.09% 111
2021
Q4 		$4.2M Buy
+39,999
New +$4.05M 0.08% 97

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

HB Wealth Management's DUK Position: Q2 2026 in Review

HB Wealth Management increased its Duke Energy (DUK) stake by 6.3% in Q2 2026, buying an estimated $656K and bringing the position to 88,049 shares worth $11.1M. The position accounts for 0.06% of the portfolio, ranked #156.

HB Wealth Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • HB Wealth Management held 88,049 shares of Duke Energy worth $11.1M as of Q2 2026.
  • HB Wealth Management bought 5,203 Duke Energy shares in Q2 2026, an estimated $656K.
  • Duke Energy made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #156 holding.
  • HB Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.