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HUB Investment Partners’s Duke Energy DUK Stock Holding History

HUB Investment Partners’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 		$3.04M Buy
23,220
+5,565
+32% +$696K 0.07% 200
2025
Q4 		$2.07M Buy
17,655
+674
+4% +$82.3K 0.05% 210
2025
Q3 		$2.1M Buy
16,981
+586
+4% +$71.1K 0.07% 189
2025
Q2 		$1.93M Buy
16,395
+2,937
+22% +$347K 0.06% 187
2025
Q1 		$1.64M Buy
13,458
+484
+4% +$55.2K 0.07% 185
2024
Q4 		$1.4M Sell
12,974
-117
-0.9% -$13.3K 0.06% 180
2024
Q3 		$1.51M Buy
13,091
+2,245
+21% +$250K 0.07% 168
2024
Q2 		$1.09M Buy
10,846
+409
+4% +$40.9K 0.04% 184
2024
Q1 		$1.01M Buy
10,437
+6,555
+169% +$622K 0.06% 181
2023
Q4 		$377K Buy
3,882
+1,278
+49% +$116K 0.03% 275
2023
Q3 		$230K Buy
+2,604
New +$239K 0.03% 225

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HUB Investment Partners's DUK Position: Q1 2026 in Review

HUB Investment Partners increased its Duke Energy (DUK) stake by 32% in Q1 2026, buying an estimated $696K and bringing the position to 23,220 shares worth $3.04M. The position accounts for 0.07% of the portfolio, ranked #200.

HUB Investment Partners first reported a position in DUK in Q3 2023 and has held it in 11 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • HUB Investment Partners held 23,220 shares of Duke Energy worth $3.04M as of Q1 2026.
  • HUB Investment Partners bought 5,565 Duke Energy shares in Q1 2026, an estimated $696K.
  • Duke Energy made up 0.07% of HUB Investment Partners's portfolio in Q1 2026, its #200 holding.
  • HUB Investment Partners first reported a position in Duke Energy in Q3 2023 and has held it in 11 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.