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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlanta Consulting Group Advisors's DUK Position: Q1 2026 in Review

Atlanta Consulting Group Advisors reduced its Duke Energy (DUK) stake by 0.88% in Q1 2026, selling an estimated $8.25K and leaving 7,434 shares worth $973K. The position accounts for 0.21% of the portfolio, ranked #62.

Atlanta Consulting Group Advisors first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.67M in Q3 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Atlanta Consulting Group Advisors held 7,434 shares of Duke Energy worth $973K as of Q1 2026.
Atlanta Consulting Group Advisors sold 66 Duke Energy shares in Q1 2026, an estimated $8.25K.
Duke Energy made up 0.21% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #62 holding.
Atlanta Consulting Group Advisors first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
Atlanta Consulting Group Advisors's Duke Energy position peaked at $1.67M in Q3 2024.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.