HighTower Advisors
DUK icon

HighTower Advisors’s Duke Energy DUK Stock Holding History

HighTower 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
2025
Q1 		– Sell
-100
Closed -$420 – 3834
2024
Q4 		$420 Buy
+100
New +$11.3K ﹤0.01% 3745
2014
Q2 		– Sell
-1,900
Closed -$2K – 1622
2014
Q1 		$2K Buy
+1,900
New +$132K ﹤0.01% 1557

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

HighTower Advisors's DUK Position: Q1 2026 in Review

HighTower Advisors reduced its Duke Energy (DUK) stake by 3.2% in Q1 2026, selling an estimated $3.17M and leaving 760,236 shares worth $99.5M. The position accounts for 0.11% of the portfolio, ranked #192.

HighTower Advisors first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • HighTower Advisors held 760,236 shares of Duke Energy worth $99.5M as of Q1 2026.
  • HighTower Advisors sold 25,396 Duke Energy shares in Q1 2026, an estimated $3.17M.
  • Duke Energy made up 0.11% of HighTower Advisors's portfolio in Q1 2026, its #192 holding.
  • HighTower Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.