Highview Capital Management’s Duke Energy DUK Stock Holding History

Highview Capital 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	$1.79M	Buy	14,177 +885	+7%	+$112K	0.52%	53
2026 Q1	$1.74M	Buy	13,292 +684	+5%	+$85.5K	0.63%	42
2025 Q4	$1.48M	Sell	12,608 -275	-2%	-$33.6K	0.52%	58
2025 Q3	$1.59M	Buy	12,883 +300	+2%	+$36.4K	0.59%	52
2025 Q2	$1.48M	Buy	12,583 +950	+8%	+$112K	0.57%	52
2025 Q1	$1.42M	Buy	11,633 +742	+7%	+$84.6K	0.59%	49
2024 Q4	$1.17M	Buy	+10,891	New	+$1.23M	0.45%	58
2022 Q2	–	Sell	-10,915	Closed	-$1.22M	–	99
2022 Q1	$1.22M	Buy	+10,915	New	+$1.13M	0.78%	36

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

Highview Capital Management's DUK Position: Q2 2026 in Review

Highview Capital Management increased its Duke Energy (DUK) stake by 6.7% in Q2 2026, buying an estimated $112K and bringing the position to 14,177 shares worth $1.79M. The position accounts for 0.52% of the portfolio, ranked #53.

Highview Capital Management first reported a position in DUK in Q1 2022 and has held it in 8 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Highview Capital Management held 14,177 shares of Duke Energy worth $1.79M as of Q2 2026.
Highview Capital Management bought 885 Duke Energy shares in Q2 2026, an estimated $112K.
Duke Energy made up 0.52% of Highview Capital Management's portfolio in Q2 2026, its #53 holding.
Highview Capital Management first reported a position in Duke Energy in Q1 2022 and has held it in 8 quarters since.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Highview Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.