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Hobart Private Capital’s Duke Energy DUK Stock Holding History

Hobart Private Capital’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 		– Sell
-1,831
Closed -$240K – 139
2026
Q1 		$240K Sell
1,831
-35
-2% -$4.38K 0.05% 122
2025
Q4 		$219K Buy
1,866
+133
+8% +$16.2K 0.04% 124
2025
Q3 		$214K Buy
+1,733
New +$210K 0.04% 118
2021
Q3 		– Sell
-3,192
Closed -$315K – 100
2021
Q2 		$315K Sell
3,192
-1,565
-33% -$157K 0.13% 100
2021
Q1 		$459K Sell
4,757
-2,079
-30% -$190K 0.19% 91
2020
Q4 		$626K Sell
6,836
-2,580
-27% -$239K 0.27% 67
2020
Q3 		$834K Sell
9,416
-5,670
-38% -$467K 0.43% 37
2020
Q2 		$1.21M Sell
15,086
-3,730
-20% -$315K 0.68% 27
2020
Q1 		$1.52M Sell
18,816
-2,298
-11% -$211K 1.04% 22
2019
Q4 		$1.93M Buy
21,114
+950
+5% +$87.1K 1.18% 20
2019
Q3 		$1.93M Buy
20,164
+416
+2% +$37.9K 1.32% 15
2019
Q2 		$1.74M Sell
19,748
-2,883
-13% -$255K 1.21% 19
2019
Q1 		$2.04M Sell
22,631
-310
-1% -$27.3K 1.55% 12
2018
Q4 		$1.98M Sell
22,941
-263
-1% -$22.4K 1.7% 11
2018
Q3 		$1.86M Buy
23,204
+5,643
+32% +$456K 1.42% 19
2018
Q2 		$1.39M Sell
17,561
-3,073
-15% -$236K 1.13% 28
2018
Q1 		$1.6M Buy
20,634
+3,240
+19% +$250K 1.4% 24
2017
Q4 		$1.46M Buy
+17,394
New +$1.52M 1.3% 23

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

Hobart Private Capital's DUK Position: Q2 2026 in Review

Hobart Private Capital sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,831 shares — an estimated $240K sold.

Hobart Private Capital first reported a position in DUK in Q4 2017 and held it in 18 quarters. The position peaked at $2.04M in Q1 2019. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hobart Private Capital reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Hobart Private Capital sold 1,831 Duke Energy shares in Q2 2026, an estimated $240K.
  • Hobart Private Capital first reported a position in Duke Energy in Q4 2017 and held it in 18 quarters.
  • Hobart Private Capital's Duke Energy position peaked at $2.04M in Q1 2019.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.