HI
DUK icon

Hoey Investments’s Duke Energy DUK Stock Holding History

Hoey Investments’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 		$38K Sell
300
-200
-40% -$25.2K ﹤0.01% 173
2026
Q1 		$65.5K Buy
500
+100
+25% +$12.5K 0.01% 133
2025
Q4 		$46.9K Sell
400
-30
-7% -$3.66K 0.01% 157
2025
Q3 		$53.2K Buy
430
+100
+30% +$12.1K 0.01% 158
2025
Q2 		$38.9K Hold
330
– – 0.01% 171
2025
Q1 		$40.3K Hold
330
– – 0.01% 154
2024
Q4 		$35.6K Buy
+330
New +$37.4K 0.01% 153
2023
Q3 		– Sell
-150
Closed -$13.5K – 359
2023
Q2 		$13.5K Buy
+150
New +$14.2K ﹤0.01% 194

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 $3.38T AUM 44.17% 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

Hoey Investments's DUK Position: Q2 2026 in Review

Hoey Investments reduced its Duke Energy (DUK) stake by 40% in Q2 2026, selling an estimated $25.2K and leaving 300 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Hoey Investments first reported a position in DUK in Q2 2023 and has held it in 8 quarters since. The position peaked at $65.5K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hoey Investments held 300 shares of Duke Energy worth $38K as of Q2 2026.
  • Hoey Investments sold 200 Duke Energy shares in Q2 2026, an estimated $25.2K.
  • Duke Energy made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #173 holding.
  • Hoey Investments first reported a position in Duke Energy in Q2 2023 and has held it in 8 quarters since.
  • Hoey Investments's Duke Energy position peaked at $65.5K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.