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HCM
HM Capital Management’s
Duke Energy
DUK
Stock Holding History
HM Capital Management’s Portfolio
DUK Stock Details
DUK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
$1.67M
Hold
17,979
–
–
1%
20
2022
Q2
$1.93M
Buy
17,979
+5,618
+45%
+$618K
1.07%
19
2022
Q1
$1.38M
Buy
12,361
+1,800
+17%
+$187K
0.5%
23
2021
Q4
$1.11M
Buy
+10,561
New
+$1.07M
0.42%
23
2021
Q3
–
Sell
-3,818
Closed
-$377K
–
45
2021
Q2
$377K
Sell
3,818
-3,814
-50%
-$383K
0.17%
28
2021
Q1
$737K
Buy
7,632
+5
+0.1%
+$456
0.34%
21
2020
Q4
$698K
Buy
+7,627
New
+$706K
0.35%
23
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1-Year Est. Return
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$570B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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