Howard Capital Management Group’s Duke Energy DUK Stock Holding History

Howard Capital Management Group’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	$127K	Sell	1,003 -10	-1%	-$1.26K	0.01%	143
2026 Q1	$133K	Sell	1,013 -35	-3%	-$4.38K	0.01%	139
2025 Q4	$123K	Hold	1,048	–	–	0.01%	137
2025 Q3	$130K	Hold	1,048	–	–	0.01%	136
2025 Q2	$124K	Sell	1,048 -100	-9%	-$11.8K	0.01%	132
2025 Q1	$140K	Hold	1,148	–	–	0.01%	129
2024 Q4	$124K	Sell	1,148 -181	-14%	-$20.5K	0.01%	131
2024 Q3	$153K	Hold	1,329	–	–	0.01%	127
2024 Q2	$133K	Buy	+1,329	New	+$133K	0.01%	119

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Howard Capital Management Group's DUK Position: Q2 2026 in Review

Howard Capital Management Group reduced its Duke Energy (DUK) stake by 0.99% in Q2 2026, selling an estimated $1.26K and leaving 1,003 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #143.

Howard Capital Management Group first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $153K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Howard Capital Management Group held 1,003 shares of Duke Energy worth $127K as of Q2 2026.
Howard Capital Management Group sold 10 Duke Energy shares in Q2 2026, an estimated $1.26K.
Duke Energy made up 0.01% of Howard Capital Management Group's portfolio in Q2 2026, its #143 holding.
Howard Capital Management Group first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Howard Capital Management Group's Duke Energy position peaked at $153K in Q3 2024.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.