Howard Capital Management’s Duke Energy DUK Stock Holding History

Howard Capital Management’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	$883K	Buy	6,978 +3,077	+79%	+$388K	0.01%	271
2026 Q1	$511K	Sell	3,901 -2,703	-41%	-$338K	0.01%	226
2025 Q4	$774K	Buy	6,604 +27	+0.4%	+$3.3K	0.01%	274
2025 Q3	$814K	Buy	6,577 +1,262	+24%	+$153K	0.01%	248
2025 Q2	$627K	Buy	5,315 +590	+12%	+$69.6K	0.01%	266
2025 Q1	$576K	Sell	4,725 -532	-10%	-$60.6K	0.01%	249
2024 Q4	$566K	Sell	5,257 -1,849	-26%	-$209K	0.01%	274
2024 Q3	$819K	Buy	+7,106	New	+$791K	0.01%	226
2018 Q1	–	Sell	-92,303	Closed	-$7.76M	–	89
2017 Q4	$7.76M	Buy	+92,303	New	+$8.06M	1.24%	48

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Howard Capital Management increased its Duke Energy (DUK) stake by 79% in Q2 2026, buying an estimated $388K and bringing the position to 6,978 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #271.

Howard Capital Management first reported a position in DUK in Q4 2017 and has held it in 9 quarters since. The position peaked at $7.76M in Q4 2017. 978 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Howard Capital Management held 6,978 shares of Duke Energy worth $883K as of Q2 2026.
Howard Capital Management bought 3,077 Duke Energy shares in Q2 2026, an estimated $388K.
Duke Energy made up 0.01% of Howard Capital Management's portfolio in Q2 2026, its #271 holding.
Howard Capital Management first reported a position in Duke Energy in Q4 2017 and has held it in 9 quarters since.
Howard Capital Management's Duke Energy position peaked at $7.76M in Q4 2017.
978 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.