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Allegheny Financial Group’s Duke Energy DUK Stock Holding History

Allegheny Financial Group’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 		$512K Buy
4,048
+4
+0.1% +$505 0.05% 171
2026
Q1 		$530K Buy
4,044
+18
+0.4% +$2.25K 0.07% 150
2025
Q4 		$472K Sell
4,026
-188
-4% -$23K 0.07% 152
2025
Q3 		$522K Sell
4,214
-18
-0.4% -$2.18K 0.1% 140
2025
Q2 		$499K Buy
4,232
+17
+0.4% +$2.01K 0.11% 138
2025
Q1 		$514K Sell
4,215
-32
-0.8% -$3.65K 0.13% 124
2024
Q4 		$458K Sell
4,247
-414
-9% -$46.9K 0.12% 134
2024
Q3 		$537K Buy
4,661
+2,147
+85% +$239K 0.13% 134
2024
Q2 		$252K Buy
2,514
+84
+3% +$8.4K 0.07% 192
2024
Q1 		$235K Buy
2,430
+1
+0% +$95 0.07% 181
2023
Q4 		$236K Buy
2,429
+5
+0.2% +$455 0.08% 187
2023
Q3 		$214K Buy
+2,424
New +$222K 0.08% 177
2023
Q2 		– Sell
-3,005
Closed -$290K – 155
2023
Q1 		$290K Buy
3,005
+25
+0.8% +$2.47K 0.12% 133
2022
Q4 		$307K Sell
2,980
-59
-2% -$5.66K 0.13% 126
2022
Q3 		$282K Buy
3,039
+8
+0.3% +$859 0.13% 120
2022
Q2 		$325K Sell
3,031
-50
-2% -$5.5K 0.15% 113
2022
Q1 		$344K Sell
3,081
-200
-6% -$20.8K 0.15% 110
2021
Q4 		$344K Buy
3,281
+820
+33% +$83.1K 0.14% 108
2021
Q3 		$240K Sell
2,461
-113
-4% -$11.7K 0.11% 124
2021
Q2 		$254K Buy
2,574
+14
+0.5% +$1.41K 0.11% 121
2021
Q1 		$247K Buy
2,560
+15
+0.6% +$1.37K 0.18% 82
2020
Q4 		$233K Buy
+2,545
New +$235K 0.13% 113

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allegheny Financial Group's DUK Position: Q2 2026 in Review

Allegheny Financial Group increased its Duke Energy (DUK) stake by 0.1% in Q2 2026, buying an estimated $505 and bringing the position to 4,048 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #171.

Allegheny Financial Group first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $537K in Q3 2024. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Allegheny Financial Group held 4,048 shares of Duke Energy worth $512K as of Q2 2026.
  • Allegheny Financial Group bought 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up 0.05% of Allegheny Financial Group's portfolio in Q2 2026, its #171 holding.
  • Allegheny Financial Group first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • Allegheny Financial Group's Duke Energy position peaked at $537K in Q3 2024.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.