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
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 $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

Hoey Investments's DUK Position: Q1 2026 in Review

Hoey Investments increased its Duke Energy (DUK) stake by 25% in Q1 2026, buying an estimated $12.5K and bringing the position to 500 shares worth $65.5K. The position accounts for 0.01% of the portfolio, ranked #133.

Hoey Investments first reported a position in DUK in Q2 2023 and has held it in 7 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Hoey Investments held 500 shares of Duke Energy worth $65.5K as of Q1 2026.
  • Hoey Investments bought 100 Duke Energy shares in Q1 2026, an estimated $12.5K.
  • Duke Energy made up 0.01% of Hoey Investments's portfolio in Q1 2026, its #133 holding.
  • Hoey Investments first reported a position in Duke Energy in Q2 2023 and has held it in 7 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.