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Horizon Investment Services’s Duke Energy DUK Stock Holding History

Horizon Investment Services’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 		$341K Buy
2,692
+1
+0% +$126 0.09% 109
2026
Q1 		$352K Hold
2,691
– – 0.12% 105
2025
Q4 		$315K Sell
2,691
-49
-2% -$5.98K 0.11% 105
2025
Q3 		$339K Sell
2,740
-20
-0.7% -$2.43K 0.13% 94
2025
Q2 		$326K Buy
2,760
+1
+0% +$118 0.14% 90
2025
Q1 		$337K Sell
2,759
-52
-2% -$5.93K 0.16% 85
2024
Q4 		$303K Sell
2,811
-1,208
-30% -$137K 0.13% 101
2024
Q3 		$463K Sell
4,019
-767
-16% -$85.4K 0.2% 80
2024
Q2 		$480K Sell
4,786
-29
-0.6% -$2.9K 0.23% 75
2024
Q1 		$466K Buy
4,815
+908
+23% +$86.1K 0.23% 76
2023
Q4 		$379K Hold
3,907
– – 0.2% 80
2023
Q3 		$345K Hold
3,907
– – 0.21% 79
2023
Q2 		$351K Sell
3,907
-4,918
-56% -$464K 0.21% 75
2023
Q1 		$851K Sell
8,825
-764
-8% -$75.5K 0.55% 51
2022
Q4 		$988K Sell
9,589
-6
-0.1% -$576 0.72% 43
2022
Q3 		$893K Buy
9,595
+21
+0.2% +$2.25K 0.65% 44
2022
Q2 		$1.03M Buy
9,574
+145
+2% +$15.9K 0.68% 41
2022
Q1 		$1.05M Sell
9,429
-161
-2% -$16.7K 0.55% 51
2021
Q4 		$1.01M Sell
9,590
-20
-0.2% -$2.03K 0.46% 58
2021
Q3 		$938K Buy
9,610
+59
+0.6% +$6.11K 0.46% 58
2021
Q2 		$943K Buy
9,551
+214
+2% +$21.5K 0.46% 57
2021
Q1 		$901K Sell
9,337
-335
-3% -$30.6K 0.48% 57
2020
Q4 		$886K Sell
9,672
-179
-2% -$16.6K 0.54% 51
2020
Q3 		$872K Sell
9,851
-1,236
-11% -$102K 0.58% 49
2020
Q2 		$886K Sell
11,087
-606
-5% -$51.2K 0.62% 48
2020
Q1 		$946K Buy
11,693
+114
+1% +$10.5K 0.84% 34
2019
Q4 		$1.06M Sell
11,579
-1,883
-14% -$173K 0.7% 43
2019
Q3 		$1.29M Buy
+13,462
New +$1.23M 0.86% 38

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

Horizon Investment Services's DUK Position: Q2 2026 in Review

Horizon Investment Services increased its Duke Energy (DUK) stake by 0.04% in Q2 2026, buying an estimated $126 and bringing the position to 2,692 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #109.

Horizon Investment Services first reported a position in DUK in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.29M in Q3 2019. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Horizon Investment Services held 2,692 shares of Duke Energy worth $341K as of Q2 2026.
  • Horizon Investment Services bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.09% of Horizon Investment Services's portfolio in Q2 2026, its #109 holding.
  • Horizon Investment Services first reported a position in Duke Energy in Q3 2019 and has held it in 28 quarters since.
  • Horizon Investment Services's Duke Energy position peaked at $1.29M in Q3 2019.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.