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Armstrong Advisory Group’s Duke Energy DUK Stock Holding History

Armstrong Advisory 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
Q3 		$647K Sell
5,673
-602
-10% -$73.7K 0.04% 123
2026
Q2 		$794K Buy
6,275
+14
+0.2% +$1.77K 0.05% 114
2026
Q1 		$820K Sell
6,261
-104
-2% -$13K 0.06% 105
2025
Q4 		$746K Buy
6,365
+63
+1% +$7.69K 0.05% 109
2025
Q3 		$780K Sell
6,302
-37
-0.6% -$4.49K 0.06% 99
2025
Q2 		$748K Sell
6,339
-59
-0.9% -$6.96K 0.06% 95
2025
Q1 		$689K Hold
6,398
– – 0.06% 93
2024
Q4 		$689K Sell
6,398
-218
-3% -$24.7K 0.06% 93
2024
Q3 		$763K Sell
6,616
-682
-9% -$75.9K 0.06% 79
2024
Q2 		$731K Buy
7,298
+50
+0.7% +$5K 0.06% 77
2024
Q1 		$703K Hold
7,248
– – 0.07% 71
2023
Q4 		$703K Sell
7,248
-764
-10% -$69.5K 0.07% 71
2023
Q3 		$707K Buy
8,012
+69
+0.9% +$6.33K 0.08% 67
2023
Q2 		$713K Sell
7,943
-1,102
-12% -$104K 0.08% 68
2023
Q1 		$873K Sell
9,045
-3,541
-28% -$350K 0.1% 55
2022
Q4 		$1.3M Buy
+12,586
New +$1.21M 0.17% 49

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Armstrong Advisory Group's DUK Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Duke Energy (DUK) stake by 9.6% in Q3 2026, selling an estimated $73.7K and leaving 5,673 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #123.

Armstrong Advisory Group first reported a position in DUK in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q4 2022. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Armstrong Advisory Group held 5,673 shares of Duke Energy worth $647K as of Q3 2026.
  • Armstrong Advisory Group sold 602 Duke Energy shares in Q3 2026, an estimated $73.7K.
  • Duke Energy made up 0.04% of Armstrong Advisory Group's portfolio in Q3 2026, its #123 holding.
  • Armstrong Advisory Group first reported a position in Duke Energy in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Duke Energy position peaked at $1.3M in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.