Taylor Hoffman Capital Management’s Duke Energy DUK Stock Holding History

Taylor Hoffman 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 Q2	$1.3M	Hold	10,259	–	–	0.32%	55
2026 Q1	$1.34M	Sell	10,259 -116	-1%	-$14.5K	0.41%	53
2025 Q4	$1.22M	Buy	10,375 +72	+0.7%	+$8.79K	0.37%	53
2025 Q3	$1.27M	Sell	10,303 -215	-2%	-$26.1K	0.4%	52
2025 Q2	$1.24M	Sell	10,518 -173	-2%	-$20.4K	0.42%	51
2025 Q1	$1.29M	Hold	10,691	–	–	0.48%	49
2024 Q4	$1.15M	Sell	10,691 -883	-8%	-$100K	0.42%	52
2024 Q3	$1.33M	Buy	+11,574	New	+$1.29M	0.51%	46

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

Taylor Hoffman Capital Management's DUK Position: Q2 2026 in Review

Taylor Hoffman Capital Management held its Duke Energy (DUK) position steady in Q2 2026 at 10,259 shares worth $1.3M. The position accounts for 0.32% of the portfolio, ranked #55.

Taylor Hoffman Capital Management first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Taylor Hoffman Capital Management held 10,259 shares of Duke Energy worth $1.3M as of Q2 2026.
Taylor Hoffman Capital Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.32% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #55 holding.
Taylor Hoffman Capital Management first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Taylor Hoffman Capital Management's Duke Energy position peaked at $1.34M in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.