Atlanta Consulting Group Advisors’s Duke Energy DUK Stock Holding History

Atlanta Consulting Group Advisors’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	Buy	10,271 +2,837	+38%	+$358K	0.21%	69
2026 Q1	$973K	Sell	7,434 -66	-0.9%	-$8.25K	0.21%	62
2025 Q4	$879K	Buy	7,500 +176	+2%	+$21.5K	0.2%	60
2025 Q3	$906K	Buy	7,324 +7	+0.1%	+$849	0.22%	57
2025 Q2	$863K	Sell	7,317 -23	-0.3%	-$2.71K	0.24%	51
2025 Q1	$895K	Buy	7,340 +714	+11%	+$81.4K	0.26%	46
2024 Q4	$714K	Sell	6,626 -7,843	-54%	-$889K	0.26%	59
2024 Q3	$1.67M	Buy	14,469 +8,466	+141%	+$942K	0.41%	43
2024 Q2	$602K	Sell	6,003 -523	-8%	-$52.3K	0.13%	60
2024 Q1	$631K	Buy	+6,526	New	+$619K	0.22%	62

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 $3.38T AUM 44.17% 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

Atlanta Consulting Group Advisors's DUK Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Duke Energy (DUK) stake by 38% in Q2 2026, buying an estimated $358K and bringing the position to 10,271 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #69.

Atlanta Consulting Group Advisors first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q3 2024. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Atlanta Consulting Group Advisors held 10,271 shares of Duke Energy worth $1.3M as of Q2 2026.
Atlanta Consulting Group Advisors bought 2,837 Duke Energy shares in Q2 2026, an estimated $358K.
Duke Energy made up 0.21% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #69 holding.
Atlanta Consulting Group Advisors first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
Atlanta Consulting Group Advisors's Duke Energy position peaked at $1.67M in Q3 2024.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.