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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
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

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Armstrong Advisory Group's DUK Position: Q2 2026 in Review

Armstrong Advisory Group increased its Duke Energy (DUK) stake by 0.22% in Q2 2026, buying an estimated $1.77K and bringing the position to 6,275 shares worth $794K. The position accounts for 0.05% of the portfolio, ranked #114.

Armstrong Advisory Group first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q4 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Armstrong Advisory Group held 6,275 shares of Duke Energy worth $794K as of Q2 2026.
  • Armstrong Advisory Group bought 14 Duke Energy shares in Q2 2026, an estimated $1.77K.
  • Duke Energy made up 0.05% of Armstrong Advisory Group's portfolio in Q2 2026, its #114 holding.
  • Armstrong Advisory Group first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Duke Energy position peaked at $1.3M in Q4 2022.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.