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 $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

HighTower Advisors's DUK Position: Q2 2026 in Review

HighTower Advisors reduced its Duke Energy (DUK) stake by 5.5% in Q2 2026, selling an estimated $5.32M and leaving 718,065 shares worth $90.9M. The position accounts for 0.09% of the portfolio, ranked #228.

HighTower Advisors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $99.5M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • HighTower Advisors held 718,065 shares of Duke Energy worth $90.9M as of Q2 2026.
  • HighTower Advisors sold 42,171 Duke Energy shares in Q2 2026, an estimated $5.32M.
  • Duke Energy made up 0.09% of HighTower Advisors's portfolio in Q2 2026, its #228 holding.
  • HighTower Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • HighTower Advisors's Duke Energy position peaked at $99.5M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.