Empower Advisory Group
DUK icon

Empower Advisory Group’s Duke Energy DUK Stock Holding History

Empower 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 		$178M Buy
1,406,743
+47,977
+4% +$6.05M 0.42% 41
2026
Q1 		$178M Buy
1,358,766
+63,576
+5% +$7.95M 0.46% 39
2025
Q4 		$152M Buy
1,295,190
+10,754
+0.8% +$1.31M 0.41% 40
2025
Q3 		$159M Buy
1,284,436
+29,940
+2% +$3.63M 0.44% 41
2025
Q2 		$148M Buy
1,254,496
+58,282
+5% +$6.88M 0.44% 40
2025
Q1 		$146M Buy
1,196,214
+37,399
+3% +$4.26M 0.48% 39
2024
Q4 		$125M Buy
1,158,815
+33,926
+3% +$3.84M 0.42% 44
2024
Q3 		$130M Buy
1,124,889
+20,334
+2% +$2.26M 0.44% 45
2024
Q2 		$111M Buy
1,104,555
+14,743
+1% +$1.47M 0.41% 51
2024
Q1 		$105M Buy
1,089,812
+72,505
+7% +$6.88M 0.39% 53
2023
Q4 		$98.7M Sell
1,017,307
-16,177
-2% -$1.47M 0.39% 57
2023
Q3 		$91.2M Buy
1,033,484
+36,720
+4% +$3.37M 0.4% 51
2023
Q2 		$89.4M Buy
996,764
+26,434
+3% +$2.49M 0.39% 54
2023
Q1 		$92.3M Buy
+970,330
New +$95.9M 0.41% 51

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Empower Advisory Group increased its Duke Energy (DUK) stake by 3.5% in Q2 2026, buying an estimated $6.05M and bringing the position to 1,406,743 shares worth $178M. The position accounts for 0.42% of the portfolio, ranked #41.

Empower Advisory Group first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Empower Advisory Group held 1,406,743 shares of Duke Energy worth $178M as of Q2 2026.
  • Empower Advisory Group bought 47,977 Duke Energy shares in Q2 2026, an estimated $6.05M.
  • Duke Energy made up 0.42% of Empower Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Empower Advisory Group first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.