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HFM Investment Advisors’s Duke Energy DUK Stock Holding History

HFM Investment Advisors’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 		$1.39K Buy
11
+4
+57% +$505 ﹤0.01% 608
2026
Q1 		$917 Buy
7
+2
+40% +$250 ﹤0.01% 442
2025
Q4 		$587 Sell
5
-2
-29% -$244 ﹤0.01% 658
2025
Q3 		$866 Hold
7
– – ﹤0.01% 436
2025
Q2 		$826 Buy
7
+4
+133% +$472 ﹤0.01% 444
2025
Q1 		$366 Buy
+3
New +$342 ﹤0.01% 390

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

HFM Investment Advisors's DUK Position: Q2 2026 in Review

HFM Investment Advisors increased its Duke Energy (DUK) stake by 57% in Q2 2026, buying an estimated $505 and bringing the position to 11 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

HFM Investment Advisors first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • HFM Investment Advisors held 11 shares of Duke Energy worth $1.39K as of Q2 2026.
  • HFM Investment Advisors bought 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #608 holding.
  • HFM Investment Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.