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Investment Research & Advisory Group’s Duke Energy DUK Stock Holding History

Investment Research & 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 		$136K Buy
1,062
+413
+64% +$52.1K 0.04% 93
2026
Q1 		$92.2K Sell
649
-55
-8% -$6.88K 0.03% 97
2025
Q4 		$84.3K Buy
704
+65
+10% +$7.94K 0.03% 99
2025
Q3 		$81.1K Buy
639
+7
+1% +$849 0.03% 102
2025
Q2 		$74.7K Buy
632
+5
+0.8% +$590 0.03% 98
2025
Q1 		$76.5K Buy
627
+1
+0.2% +$114 0.03% 102
2024
Q4 		$67.4K Buy
626
+6
+1% +$680 0.03% 98
2024
Q3 		$71.5K Buy
620
+6
+1% +$668 0.03% 89
2024
Q2 		$61.6K Buy
614
+6
+1% +$600 0.03% 91
2024
Q1 		$58.8K Buy
608
+6
+1% +$569 0.03% 94
2023
Q4 		$58.4K Buy
602
+4
+0.7% +$364 0.03% 92
2023
Q3 		$52.8K Buy
598
+9
+2% +$825 0.03% 94
2023
Q2 		$52.9K Buy
589
+7
+1% +$661 0.03% 100
2023
Q1 		$56.2K Sell
582
-244
-30% -$24.1K 0.04% 90
2022
Q4 		$85.1K Buy
826
+6
+0.7% +$576 0.06% 79
2022
Q3 		$76K Sell
820
-213
-21% -$22.9K 0.06% 82
2022
Q2 		$111K Sell
1,033
-77
-7% -$8.47K 0.08% 73
2022
Q1 		$124K Hold
1,110
– – 0.08% 75
2021
Q4 		$116K Buy
1,110
+560
+102% +$56.8K 0.07% 78
2021
Q3 		$54K Hold
550
– – 0.04% 96
2021
Q2 		$54K Hold
550
– – 0.04% 105
2021
Q1 		$53K Hold
550
– – 0.04% 94
2020
Q4 		$50K Sell
550
-113
-17% -$10.5K 0.04% 96
2020
Q3 		$59K Hold
663
– – 0.05% 91
2020
Q2 		$53K Hold
663
– – 0.05% 88
2020
Q1 		$54K Sell
663
-247
-27% -$22.7K 0.05% 83
2019
Q4 		$83K Buy
+910
New +$83.4K 0.08% 79

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Investment Research & Advisory Group's DUK Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Duke Energy (DUK) stake by 64% in Q2 2026, buying an estimated $52.1K and bringing the position to 1,062 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #93.

Investment Research & Advisory Group first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Investment Research & Advisory Group held 1,062 shares of Duke Energy worth $136K as of Q2 2026.
  • Investment Research & Advisory Group bought 413 Duke Energy shares in Q2 2026, an estimated $52.1K.
  • Duke Energy made up 0.04% of Investment Research & Advisory Group's portfolio in Q2 2026, its #93 holding.
  • Investment Research & Advisory Group first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.