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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
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 $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

Hilltop Wealth Advisors's DUK Position: Q1 2026 in Review

Hilltop Wealth Advisors opened a new position in Duke Energy (DUK) in Q1 2026: 1,742 shares worth $228K. The stake represents 0.14% of the portfolio and ranks #50 among its holdings. This is a return to the name: Hilltop Wealth Advisors previously reported a position in DUK as recently as Q4 2019.

Hilltop Wealth Advisors first reported a position in DUK in Q4 2019 and has held it in 2 quarters since. The position peaked at $232K in Q4 2019. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Hilltop Wealth Advisors held 1,742 shares of Duke Energy worth $228K as of Q1 2026.
  • Duke Energy was a new Hilltop Wealth Advisors position in Q1 2026.
  • Duke Energy made up 0.14% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Hilltop Wealth Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 2 quarters since.
  • Hilltop Wealth Advisors's Duke Energy position peaked at $232K in Q4 2019.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.