HF
DUK icon

HRT Financial’s Duke Energy DUK Stock Holding History

HRT Financial’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
2025
Q1 		– Sell
-73,559
Closed -$7.92M – 2713
2024
Q4 		$7.92M Buy
+73,559
New +$8.33M 0.05% 278
2024
Q3 		– Sell
-63,863
Closed -$6.4M – 2607
2024
Q2 		$6.4M Buy
+63,863
New +$6.39M 0.04% 330
2023
Q3 		– Sell
-53,880
Closed -$4.83M – 2567
2023
Q2 		$4.83M Buy
53,880
+34,748
+182% +$3.28M 0.05% 295
2023
Q1 		$1.84M Buy
+19,132
New +$1.89M 0.02% 637
2022
Q4 		– Sell
-9,249
Closed -$860K – 2626
2022
Q3 		$860K Buy
+9,249
New +$993K 0.01% 1035
2022
Q2 		– Sell
-8,596
Closed -$959K – 3111
2022
Q1 		$959K Sell
8,596
-93,499
-92% -$9.71M 0.01% 1103
2021
Q4 		$10.7M Buy
+102,095
New +$10.4M 0.06% 153
2020
Q2 		– Sell
-4,719
Closed -$381K – 1590
2020
Q1 		$381K Buy
+4,719
New +$433K 0.03% 453
2019
Q4 		– Sell
-3,899
Closed -$373K – 1268
2019
Q3 		$373K Buy
+3,899
New +$355K 0.02% 817
2019
Q1 		– Sell
-2,842
Closed -$245K – 580
2018
Q4 		$245K Buy
+2,842
New +$242K 0.04% 416
2015
Q4 		– Sell
-3,628
Closed -$260K – 71
2015
Q3 		$260K Buy
+3,628
New +$263K 0.22% 61

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return