HCM
DUK icon

Huber Capital Management’s Duke Energy DUK Stock Holding History

Huber 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
Q1 		$625K Sell
4,770
-3,447
-42% -$431K 0.1% 78
2025
Q4 		$963K Hold
8,217
– – 0.14% 73
2025
Q3 		$1.02M Buy
+8,217
New +$997K 0.16% 75

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

Huber Capital Management's DUK Position: Q1 2026 in Review

Huber Capital Management reduced its Duke Energy (DUK) stake by 42% in Q1 2026, selling an estimated $431K and leaving 4,770 shares worth $625K. The position accounts for 0.1% of the portfolio, ranked #78.

Huber Capital Management first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q3 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Huber Capital Management held 4,770 shares of Duke Energy worth $625K as of Q1 2026.
  • Huber Capital Management sold 3,447 Duke Energy shares in Q1 2026, an estimated $431K.
  • Duke Energy made up 0.1% of Huber Capital Management's portfolio in Q1 2026, its #78 holding.
  • Huber Capital Management first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • Huber Capital Management's Duke Energy position peaked at $1.02M in Q3 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Huber Capital Management's 13F filing for Q1 2026, filed 12 May 2026.