HWA
DUK icon

Hilltop Wealth Advisors’s Duke Energy DUK Stock Holding History

Hilltop Wealth 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 		$219K Sell
1,730
-12
-0.7% -$1.51K 0.11% 69
2026
Q1 		$228K Buy
+1,742
New +$218K 0.14% 50
2020
Q1 		– Sell
-2,544
Closed -$232K – 28
2019
Q4 		$232K Buy
+2,544
New +$233K 0.24% 28

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

Hilltop Wealth Advisors's DUK Position: Q2 2026 in Review

Hilltop Wealth Advisors reduced its Duke Energy (DUK) stake by 0.69% in Q2 2026, selling an estimated $1.51K and leaving 1,730 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #69.

Hilltop Wealth Advisors first reported a position in DUK in Q4 2019 and has held it in 3 quarters since. The position peaked at $232K in Q4 2019. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hilltop Wealth Advisors held 1,730 shares of Duke Energy worth $219K as of Q2 2026.
  • Hilltop Wealth Advisors sold 12 Duke Energy shares in Q2 2026, an estimated $1.51K.
  • Duke Energy made up 0.11% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Hilltop Wealth Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 3 quarters since.
  • Hilltop Wealth Advisors's Duke Energy position peaked at $232K in Q4 2019.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.