HHCP
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Hilton Head Capital Partners’s Duke Energy DUK Stock Holding History

Hilton Head Capital Partners’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 		$312K Sell
2,466
-32
-1% -$4.04K 0.16% 125
2026
Q1 		$327K Sell
2,498
-16
-0.6% -$2K 0.18% 114
2025
Q4 		$295K Buy
+2,514
New +$307K 0.17% 117

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

Hilton Head Capital Partners's DUK Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its Duke Energy (DUK) stake by 1.3% in Q2 2026, selling an estimated $4.04K and leaving 2,466 shares worth $312K. The position accounts for 0.16% of the portfolio, ranked #125.

Hilton Head Capital Partners first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hilton Head Capital Partners held 2,466 shares of Duke Energy worth $312K as of Q2 2026.
  • Hilton Head Capital Partners sold 32 Duke Energy shares in Q2 2026, an estimated $4.04K.
  • Duke Energy made up 0.16% of Hilton Head Capital Partners's portfolio in Q2 2026, its #125 holding.
  • Hilton Head Capital Partners first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's Duke Energy position peaked at $327K in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.