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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group's DUK Position: Q1 2026 in Review

Empower Advisory Group increased its Duke Energy (DUK) stake by 4.9% in Q1 2026, buying an estimated $7.95M and bringing the position to 1,358,766 shares worth $178M. The position accounts for 0.46% of the portfolio, ranked #39.

Empower Advisory Group first reported a position in DUK in Q1 2023 and has held it in 13 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Empower Advisory Group held 1,358,766 shares of Duke Energy worth $178M as of Q1 2026.
  • Empower Advisory Group bought 63,576 Duke Energy shares in Q1 2026, an estimated $7.95M.
  • Duke Energy made up 0.46% of Empower Advisory Group's portfolio in Q1 2026, its #39 holding.
  • Empower Advisory Group first reported a position in Duke Energy in Q1 2023 and has held it in 13 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.