HFR Wealth Management’s Duke Energy DUK Stock Holding History

HFR 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	$11.9M	Sell	93,901 -3,820	-4%	-$482K	2.9%	17
2026 Q1	$12.8M	Buy	+97,721	New	+$12.2M	3.14%	15
2023 Q1	–	Sell	-2,022	Closed	-$208K	–	62
2022 Q4	$208K	Buy	+2,022	New	+$194K	0.06%	61
2022 Q3	–	Sell	-2,022	Closed	-$217K	–	55
2022 Q2	$217K	Hold	2,022	–	–	0.07%	56
2022 Q1	$226K	Sell	2,022 -167	-8%	-$17.3K	0.06%	58
2021 Q4	$230K	Hold	2,189	–	–	0.06%	59
2021 Q3	$214K	Hold	2,189	–	–	0.06%	57
2021 Q2	$216K	Buy	+2,189	New	+$220K	0.07%	55

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

HFR Wealth Management reduced its Duke Energy (DUK) stake by 3.9% in Q2 2026, selling an estimated $482K and leaving 93,901 shares worth $11.9M. The position accounts for 2.9% of the portfolio, ranked #17.

HFR Wealth Management first reported a position in DUK in Q2 2021 and has held it in 8 quarters since. The position peaked at $12.8M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

HFR Wealth Management held 93,901 shares of Duke Energy worth $11.9M as of Q2 2026.
HFR Wealth Management sold 3,820 Duke Energy shares in Q2 2026, an estimated $482K.
Duke Energy made up 2.9% of HFR Wealth Management's portfolio in Q2 2026, its #17 holding.
HFR Wealth Management first reported a position in Duke Energy in Q2 2021 and has held it in 8 quarters since.
HFR Wealth Management's Duke Energy position peaked at $12.8M in Q1 2026.
2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.