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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

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 441 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.
  • 441 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.