Hudson Edge Investment Partners’s Duke Energy DUK Stock Holding History

Hudson Edge 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	$6.53M	Sell	51,617 -4,120	-7%	-$520K	0.89%	47
2026 Q1	$7.3M	Sell	55,737 -7,580	-12%	-$948K	1.07%	36
2025 Q4	$7.42M	Buy	63,317 +1,600	+3%	+$195K	1.1%	31
2025 Q3	$7.64M	Buy	61,717 +8,647	+16%	+$1.05M	1.24%	20
2025 Q2	$6.26M	Buy	53,070 +1,294	+2%	+$153K	1.07%	36
2025 Q1	$6.32M	Sell	51,776 -2,630	-5%	-$300K	1.28%	25
2024 Q4	$5.86M	Buy	+54,406	New	+$6.16M	1.08%	36
2022 Q3	–	Sell	-42,077	Closed	-$4.51M	–	149
2022 Q2	$4.51M	Sell	42,077 -3,670	-8%	-$404K	1.64%	18
2022 Q1	$5.11M	Buy	45,747 +960	+2%	+$99.7K	1.61%	21
2021 Q4	$4.7M	Buy	+44,787	New	+$4.54M	1.46%	32

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hudson Edge Investment Partners's DUK Position: Q2 2026 in Review

Hudson Edge Investment Partners reduced its Duke Energy (DUK) stake by 7.4% in Q2 2026, selling an estimated $520K and leaving 51,617 shares worth $6.53M. The position accounts for 0.89% of the portfolio, ranked #47.

Hudson Edge Investment Partners first reported a position in DUK in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.64M in Q3 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Hudson Edge Investment Partners held 51,617 shares of Duke Energy worth $6.53M as of Q2 2026.
Hudson Edge Investment Partners sold 4,120 Duke Energy shares in Q2 2026, an estimated $520K.
Duke Energy made up 0.89% of Hudson Edge Investment Partners's portfolio in Q2 2026, its #47 holding.
Hudson Edge Investment Partners first reported a position in Duke Energy in Q4 2021 and has held it in 10 quarters since.
Hudson Edge Investment Partners's Duke Energy position peaked at $7.64M in Q3 2025.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.