IFG Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.7K | Sell |
578
-41,635
| -99% | -$5.21M | 0.22% | 103 |
|
|
2025
Q4 | $4.95M | Buy |
42,213
+2,120
| +5% | +$259K | 0.22% | 126 |
|
|
2025
Q3 | $4.96M | Buy |
40,093
+2,434
| +6% | +$295K | 0.23% | 118 |
|
|
2025
Q2 | $4.44M | Buy |
37,659
+1,495
| +4% | +$176K | 0.22% | 121 |
|
|
2025
Q1 | $4.41M | Buy |
36,164
+1,744
| +5% | +$199K | 0.24% | 108 |
|
|
2024
Q4 | $3.71M | Buy |
34,420
+246
| +0.7% | +$27.9K | 0.21% | 126 |
|
|
2024
Q3 | $3.94M | Buy |
34,174
+1,636
| +5% | +$182K | 0.25% | 121 |
|
|
2024
Q2 | $3.26M | Buy |
32,538
+2,716
| +9% | +$272K | 0.21% | 122 |
|
|
2024
Q1 | $2.88M | Sell |
29,822
-5,052
| -14% | -$479K | 0.22% | 131 |
|
|
2023
Q4 | $3.38M | Buy |
34,874
+1,920
| +6% | +$175K | 0.25% | 116 |
|
|
2023
Q3 | $2.91M | Buy |
32,954
+2,338
| +8% | +$214K | 0.24% | 107 |
|
|
2023
Q2 | $2.75M | Buy |
30,616
+3,142
| +11% | +$297K | 0.24% | 119 |
|
|
2023
Q1 | $2.65M | Buy |
27,474
+2,835
| +12% | +$280K | 0.25% | 96 |
|
|
2022
Q4 | $2.54M | Buy |
24,639
+185
| +0.8% | +$17.8K | 0.25% | 96 |
|
|
2022
Q3 | $2.27M | Sell |
24,454
-1,783
| -7% | -$191K | 0.21% | 109 |
|
|
2022
Q2 | $2.81M | Buy |
26,237
+1,675
| +7% | +$184K | 0.3% | 73 |
|
|
2022
Q1 | $2.74M | Buy |
24,562
+19
| +0.1% | +$1.97K | 0.28% | 85 |
|
|
2021
Q4 | $2.57M | Buy |
24,543
+283
| +1% | +$28.7K | 0.25% | 91 |
|
|
2021
Q3 | $2.37M | Buy |
24,260
+1,469
| +6% | +$152K | 0.26% | 96 |
|
|
2021
Q2 | $2.25M | Buy |
22,791
+724
| +3% | +$72.7K | 0.25% | 96 |
|
|
2021
Q1 | $2.13M | Buy |
22,067
+102
| +0.5% | +$9.31K | 0.27% | 91 |
|
|
2020
Q4 | $2.01M | Buy |
21,965
+2,654
| +14% | +$246K | 0.28% | 83 |
|
|
2020
Q3 | $1.71M | Buy |
19,311
+1,290
| +7% | +$106K | 0.28% | 85 |
|
|
2020
Q2 | $1.44M | Buy |
18,021
+1,023
| +6% | +$86.4K | 0.26% | 95 |
|
|
2020
Q1 | $1.37M | Buy |
16,998
+1,811
| +12% | +$166K | 0.31% | 82 |
|
|
2019
Q4 | $1.39M | Sell |
15,187
-1,740
| -10% | -$160K | 0.25% | 103 |
|
|
2019
Q3 | $1.62M | Sell |
16,927
-457
| -3% | -$41.6K | 0.31% | 91 |
|
|
2019
Q2 | $1.53M | Buy |
17,384
+2,613
| +18% | +$231K | 0.27% | 78 |
|
|
2019
Q1 | $1.33M | Buy |
14,771
+275
| +2% | +$24.2K | 0.25% | 88 |
|
|
2018
Q4 | $1.25M | Sell |
14,496
-3,138
| -18% | -$267K | 0.29% | 79 |
|
|
2018
Q3 | $1.41M | Buy |
17,634
+1,388
| +9% | +$112K | 0.27% | 89 |
|
|
2018
Q2 | $1.28M | Buy |
16,246
+1,946
| +14% | +$150K | 0.26% | 88 |
|
|
2018
Q1 | $1.11M | Buy |
14,300
+439
| +3% | +$33.9K | 0.25% | 93 |
|
|
2017
Q4 | $1.17M | Buy |
+13,861
| New | +$1.21M | 0.26% | 87 |
|
Other funds holding DUK
VCM
VPM
IFG Advisory's DUK Position: Q1 2026 in Review
IFG Advisory reduced its Duke Energy (DUK) stake by 99% in Q1 2026, selling an estimated $5.21M and leaving 578 shares worth $75.7K. The position accounts for 0.22% of the portfolio, ranked #103.
IFG Advisory first reported a position in DUK in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.96M in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- IFG Advisory held 578 shares of Duke Energy worth $75.7K as of Q1 2026.
- IFG Advisory sold 41,635 Duke Energy shares in Q1 2026, an estimated $5.21M.
- Duke Energy made up 0.22% of IFG Advisory's portfolio in Q1 2026, its #103 holding.
- IFG Advisory first reported a position in Duke Energy in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's Duke Energy position peaked at $4.96M in Q3 2025.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.