C1AG
DUK icon

Client 1st Advisory Group’s Duke Energy DUK Stock Holding History

Client 1st 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 		$217K Buy
1,712
+171
+11% +$21.6K 0.06% 138
2026
Q1 		$202K Sell
1,541
-234
-13% -$29.3K 0.06% 134
2025
Q4 		$208K Buy
+1,775
New +$217K 0.07% 138

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Client 1st Advisory Group's DUK Position: Q2 2026 in Review

Client 1st Advisory Group increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,712 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #138.

Client 1st Advisory Group first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 531 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Client 1st Advisory Group held 1,712 shares of Duke Energy worth $217K as of Q2 2026.
  • Client 1st Advisory Group bought 171 Duke Energy shares in Q2 2026, an estimated $21.6K.
  • Duke Energy made up 0.06% of Client 1st Advisory Group's portfolio in Q2 2026, its #138 holding.
  • Client 1st Advisory Group first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 531 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.