HFS
DUK icon

Hughes Financial Services’s Duke Energy DUK Stock Holding History

Hughes Financial Services’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 		$225K Buy
1,775
+31
+2% +$3.91K 0.03% 80
2026
Q1 		$228K Buy
1,744
+12
+0.7% +$1.5K 0.04% 72
2025
Q4 		$203K Sell
1,732
-21
-1% -$2.56K 0.03% 76
2025
Q3 		$215K Buy
1,753
+4
+0.2% +$485 0.03% 68
2025
Q2 		$219K Buy
1,749
+7
+0.4% +$826 0.04% 65
2025
Q1 		$211K Buy
+1,742
New +$199K 0.04% 65

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Hughes Financial Services's DUK Position: Q2 2026 in Review

Hughes Financial Services increased its Duke Energy (DUK) stake by 1.8% in Q2 2026, buying an estimated $3.91K and bringing the position to 1,775 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #80.

Hughes Financial Services first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $228K in Q1 2026. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hughes Financial Services held 1,775 shares of Duke Energy worth $225K as of Q2 2026.
  • Hughes Financial Services bought 31 Duke Energy shares in Q2 2026, an estimated $3.91K.
  • Duke Energy made up 0.03% of Hughes Financial Services's portfolio in Q2 2026, its #80 holding.
  • Hughes Financial Services first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Duke Energy position peaked at $228K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.