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Highland Investment Advisors LLC’s Duke Energy DUK Stock Holding History

Highland Investment Advisors LLC’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 		$9.95K Buy
+79
New +$9.96K ﹤0.01% 354

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Highland Investment Advisors LLC's DUK Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Duke Energy (DUK) in Q2 2026: 79 shares worth $9.95K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

2,135 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Highland Investment Advisors LLC held 79 shares of Duke Energy worth $9.95K as of Q2 2026.
  • Duke Energy was a new Highland Investment Advisors LLC position in Q2 2026.
  • Duke Energy made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #354 holding.
  • 2,135 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.