Van Hulzen Asset Management’s Duke Energy DUK Stock Holding History

Van Hulzen Asset 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	$335K	Buy	2,644 +2	+0.1%	+$252	0.02%	300
2026 Q1	$346K	Sell	2,642 -21	-0.8%	-$2.63K	0.03%	283
2025 Q4	$312K	Buy	2,663 +665	+33%	+$81.2K	0.02%	267
2025 Q3	$247K	Sell	1,998 -28	-1%	-$3.4K	0.02%	292
2025 Q2	$239K	Buy	2,026 +45	+2%	+$5.31K	0.02%	284
2025 Q1	$242K	Sell	1,981 -2	-0.1%	-$228	0.02%	276
2024 Q4	$214K	Buy	1,983 +1	+0.1%	+$113	0.02%	303
2024 Q3	$228K	Buy	+1,982	New	+$221K	0.02%	288
2016 Q4	–	Sell	-1,262	Closed	-$101K	–	142
2016 Q3	$101K	Buy	1,262 +29	+2%	+$2.4K	0.05%	152
2016 Q2	$106K	Sell	1,233 -333	-21%	-$26.6K	0.06%	131
2016 Q1	$126K	Hold	1,566	–	–	0.07%	124
2015 Q4	$112K	Buy	+1,566	New	+$110K	0.07%	128

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

Van Hulzen Asset Management's DUK Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Duke Energy (DUK) stake by 0.08% in Q2 2026, buying an estimated $252 and bringing the position to 2,644 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #300.

Van Hulzen Asset Management first reported a position in DUK in Q4 2015 and has held it in 12 quarters since. The position peaked at $346K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Van Hulzen Asset Management held 2,644 shares of Duke Energy worth $335K as of Q2 2026.
Van Hulzen Asset Management bought 2 Duke Energy shares in Q2 2026, an estimated $252.
Duke Energy made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #300 holding.
Van Hulzen Asset Management first reported a position in Duke Energy in Q4 2015 and has held it in 12 quarters since.
Van Hulzen Asset Management's Duke Energy position peaked at $346K in Q1 2026.
2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.