HSBC Holdings’s Duke Energy DUK Stock Holding History

HSBC Holdings’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 Q1	$1.99M	Hold	15,200	–	–	﹤0.01%	1530
2025 Q4	$1.79M	Sell	15,200 -8,000	-34%	-$977K	﹤0.01%	1619
2025 Q3	$2.87M	Buy	23,200 +8,400	+57%	+$1.02M	﹤0.01%	1379
2025 Q2	$1.73M	Buy	+14,800	New	+$1.75M	﹤0.01%	1542
2025 Q1	–	Sell	-58,700	Closed	-$6.31M	–	3097
2024 Q4	$6.31M	Hold	58,700	–	–	﹤0.01%	1056
2024 Q3	$6.75M	Buy	58,700 +20,000	+52%	+$2.23M	﹤0.01%	1020
2024 Q2	$3.87M	Sell	38,700 -10,200	-21%	-$1.02M	﹤0.01%	1145
2024 Q1	$4.73M	Sell	48,900 -1,700	-3%	-$161K	﹤0.01%	1117
2023 Q4	$4.89M	Buy	50,600 +29,000	+134%	+$2.64M	﹤0.01%	1152
2023 Q3	$1.9M	Hold	21,600	–	–	﹤0.01%	1477
2023 Q2	$1.93M	Sell	21,600 -44,600	-67%	-$4.21M	﹤0.01%	1452
2023 Q1	$6.35M	Sell	66,200 -30,300	-31%	-$2.99M	0.01%	1013
2022 Q4	$9.89M	Hold	96,500	–	–	0.01%	962
2022 Q3	$9.05M	Buy	96,500 +24,300	+34%	+$2.61M	0.01%	926
2022 Q2	$7.77M	Buy	72,200 +12,300	+21%	+$1.35M	0.01%	1017
2022 Q1	$6.73M	Buy	59,900 +12,100	+25%	+$1.26M	0.01%	1067
2021 Q4	$5M	Sell	47,800 -7,800	-14%	-$791K	﹤0.01%	1258
2021 Q3	$5.45M	Buy	55,600 +7,900	+17%	+$818K	0.01%	1115
2021 Q2	$4.69M	Buy	47,700 +41,600	+682%	+$4.18M	0.01%	1131
2021 Q1	$588K	Sell	6,100 -8,000	-57%	-$730K	﹤0.01%	1887
2020 Q4	$1.28M	Hold	14,100	–	–	﹤0.01%	1543
2020 Q3	$1.24M	Hold	14,100	–	–	﹤0.01%	1456
2020 Q2	$1.13M	Buy	+14,100	New	+$1.19M	﹤0.01%	1387
2020 Q1	–	Sell	-52,000	Closed	-$4.71M	–	2768
2019 Q4	$4.71M	Hold	52,000	–	–	0.01%	1126
2019 Q3	$4.99M	Hold	52,000	–	–	0.01%	1194
2019 Q2	$4.59M	Hold	52,000	–	–	0.01%	1175
2019 Q1	$4.68M	Sell	52,000 -37,600	-42%	-$3.32M	0.01%	1147
2018 Q4	$7.73M	Buy	89,600 +28,800	+47%	+$2.45M	0.01%	942
2018 Q3	$4.87M	Hold	60,800	–	–	0.01%	1139
2018 Q2	$4.81M	Hold	60,800	–	–	0.01%	1151
2018 Q1	$4.71M	Buy	+60,800	New	+$4.7M	0.01%	1128
2017 Q4	–	Sell	-50,200	Closed	-$4.21M	–	2129
2017 Q3	$4.21M	Hold	50,200	–	–	0.01%	1099
2017 Q2	$4.2M	Buy	50,200 +25,200	+101%	+$2.12M	0.01%	1033
2017 Q1	$2.05M	Sell	25,000 -25,000	-50%	-$1.99M	﹤0.01%	1215
2016 Q4	$3.88M	Hold	50,000	–	–	0.01%	1010
2016 Q3	$4M	Hold	50,000	–	–	0.01%	977
2016 Q2	$4.29M	Buy	+50,000	New	+$4M	0.01%	954
2016 Q1	–	Sell	-260,000	Closed	-$18.6M	–	2119
2015 Q4	$18.6M	Buy	+260,000	New	+$18.3M	0.04%	475
2015 Q2	–	Sell	-50,000	Closed	-$3.84M	–	2121
2015 Q1	$3.84M	Hold	50,000	–	–	0.01%	997
2014 Q4	$4.18M	Sell	50,000 -275,000	-85%	-$22.2M	0.01%	955
2014 Q3	$24.3M	Hold	325,000	–	–	0.05%	380
2014 Q2	$24.1M	Hold	325,000	–	–	0.05%	365
2014 Q1	$23.1M	Sell	325,000 -80,000	-20%	-$5.58M	0.06%	352
2013 Q4	$27.9M	Sell	405,000 -20,000	-5%	-$1.4M	0.07%	309
2013 Q3	$28.4M	Buy	+425,000	New	+$29M	0.08%	293

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings's DUK Position: Q1 2026 in Review

HSBC Holdings reduced its Duke Energy (DUK) stake by 14% in Q1 2026, selling an estimated $29.1M and leaving 1,436,896 shares worth $188M. The position accounts for 0.1% of the portfolio, ranked #203.

HSBC Holdings first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $196M in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

HSBC Holdings held 1,436,896 shares of Duke Energy worth $188M as of Q1 2026.
HSBC Holdings sold 232,428 Duke Energy shares in Q1 2026, an estimated $29.1M.
Duke Energy made up 0.1% of HSBC Holdings's portfolio in Q1 2026, its #203 holding.
HSBC Holdings first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
HSBC Holdings's Duke Energy position peaked at $196M in Q4 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.