Hexagon Capital Partners’s Duke Energy DUK Stock Holding History

Hexagon Capital Partners’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	$1.27M	Buy	+9,716	New	+$1.21M	0.19%	52
2025 Q2	–	Sell	-8,511	Closed	-$1.04M	–	515
2025 Q1	$1.04M	Buy	8,511 +367	+5%	+$41.8K	0.2%	54
2024 Q4	$877K	Buy	8,144 +287	+4%	+$32.5K	0.16%	64
2024 Q3	$906K	Sell	7,857 -393	-5%	-$43.7K	0.18%	57
2024 Q2	$827K	Sell	8,250 -82	-1%	-$8.2K	0.18%	62
2024 Q1	$806K	Sell	8,332 -228	-3%	-$21.6K	0.18%	60
2023 Q4	$831K	Buy	8,560 +1,053	+14%	+$95.8K	0.2%	51
2023 Q3	$663K	Buy	7,507 +1,187	+19%	+$109K	0.17%	58
2023 Q2	$567K	Buy	6,320 +1,027	+19%	+$96.9K	0.15%	66
2023 Q1	$511K	Sell	5,293 -161	-3%	-$15.9K	0.14%	72
2022 Q4	$562K	Sell	5,454 -72	-1%	-$6.91K	0.16%	67
2022 Q3	$514K	Buy	5,526 +2,041	+59%	+$219K	0.15%	75
2022 Q2	$374K	Buy	3,485 +229	+7%	+$25.2K	0.11%	111
2022 Q1	$364K	Sell	3,256 -152	-4%	-$15.8K	0.1%	121
2021 Q4	$358K	Sell	3,408 -157	-4%	-$15.9K	0.09%	123
2021 Q3	$348K	Buy	3,565 +101	+3%	+$10.5K	0.1%	109
2021 Q2	$342K	Buy	3,464 +1	+0%	+$100	0.1%	108
2021 Q1	$334K	Sell	3,463 -249	-7%	-$22.7K	0.09%	102
2020 Q4	$339K	Sell	3,712 -236	-6%	-$21.8K	0.1%	85
2020 Q3	$370K	Buy	+3,948	New	+$325K	0.12%	78

Other funds holding DUK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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