HWM
DUK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HB Wealth Management's DUK Position: Q1 2026 in Review

HB Wealth Management reduced its Duke Energy (DUK) stake by 0.75% in Q1 2026, selling an estimated $77.8K and leaving 82,846 shares worth $10.8M. The position accounts for 0.07% of the portfolio, ranked #150.

HB Wealth Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • HB Wealth Management held 82,846 shares of Duke Energy worth $10.8M as of Q1 2026.
  • HB Wealth Management sold 622 Duke Energy shares in Q1 2026, an estimated $77.8K.
  • Duke Energy made up 0.07% of HB Wealth Management's portfolio in Q1 2026, its #150 holding.
  • HB Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.