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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
Q2 		$3.13M Buy
24,730
+1,510
+7% +$190K 0.06% 231
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HUB Investment Partners's DUK Position: Q2 2026 in Review

HUB Investment Partners increased its Duke Energy (DUK) stake by 6.5% in Q2 2026, buying an estimated $190K and bringing the position to 24,730 shares worth $3.13M. The position accounts for 0.06% of the portfolio, ranked #231.

HUB Investment Partners first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • HUB Investment Partners held 24,730 shares of Duke Energy worth $3.13M as of Q2 2026.
  • HUB Investment Partners bought 1,510 Duke Energy shares in Q2 2026, an estimated $190K.
  • Duke Energy made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #231 holding.
  • HUB Investment Partners first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.