Capital Advisory Group Advisory Services’s Duke Energy DUK Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-2,952	Closed	-$346K	–	47
2025 Q4	$346K	Buy	2,952 +189	+7%	+$23.1K	0.1%	133
2025 Q3	$342K	Buy	2,763 +886	+47%	+$108K	0.11%	141
2025 Q2	$222K	Buy	1,877 +183	+11%	+$21.6K	0.08%	163
2025 Q1	$207K	Buy	+1,694	New	+$193K	0.08%	165
2022 Q2	–	Sell	-1,122	Closed	-$125K	–	282
2022 Q1	$125K	Buy	+1,122	New	+$117K	0.06%	187
2021 Q4	–	Sell	-1,022	Closed	-$100K	–	255
2021 Q3	$100K	Hold	1,022	–	–	0.04%	230
2021 Q2	$101K	Hold	1,022	–	–	0.04%	232
2021 Q1	$99K	Hold	1,022	–	–	0.04%	214
2020 Q4	$94K	Buy	1,022 +1,000	+4,545%	+$92.5K	0.04%	212
2020 Q3	$2K	Hold	22	–	–	﹤0.01%	442
2020 Q2	$2K	Hold	22	–	–	﹤0.01%	421
2020 Q1	$2K	Buy	+22	New	+$2.02K	﹤0.01%	372
2019 Q4	–	Sell	-22	Closed	-$2K	–	260
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	388
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	375
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	372
2018 Q4	$2K	Hold	22	–	–	﹤0.01%	346
2018 Q3	$2K	Hold	22	–	–	﹤0.01%	329
2018 Q2	$2K	Buy	+22	New	+$1.69K	﹤0.01%	313

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

Capital Advisory Group Advisory Services's DUK Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 2,952 shares — an estimated $346K sold.

Capital Advisory Group Advisory Services first reported a position in DUK in Q2 2018 and held it in 18 quarters. The position peaked at $346K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,952 Duke Energy shares in Q1 2026, an estimated $346K.
Capital Advisory Group Advisory Services first reported a position in Duke Energy in Q2 2018 and held it in 18 quarters.
Capital Advisory Group Advisory Services's Duke Energy position peaked at $346K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.