JAG
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Journey Advisory Group’s Duke Energy DUK Stock Holding History

Journey 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 		$859K Sell
6,561
-1,030
-14% -$129K 0.07% 154
2025
Q4 		$890K Sell
7,591
-1,674
-18% -$204K 0.07% 161
2025
Q3 		$1.15M Sell
9,265
-114
-1% -$13.8K 0.08% 146
2025
Q2 		$1.11M Sell
9,379
-15
-0.2% -$1.77K 0.09% 154
2025
Q1 		$1.15M Sell
9,394
-1,116
-11% -$127K 0.09% 141
2024
Q4 		$1.05M Hold
10,510
– – 0.13% 111
2024
Q3 		$1.05M Buy
10,510
+251
+2% +$27.9K 0.13% 111
2024
Q2 		$1.03M Sell
10,259
-591
-5% -$59.1K 0.12% 112
2024
Q1 		$1.05M Buy
10,850
+796
+8% +$75.5K 0.13% 114
2023
Q4 		$976K Sell
10,054
-156
-2% -$14.2K 0.13% 109
2023
Q3 		$901K Sell
10,210
-80
-0.8% -$7.33K 0.13% 114
2023
Q2 		$923K Sell
10,290
-62
-0.6% -$5.85K 0.14% 116
2023
Q1 		$999K Sell
10,352
-3,842
-27% -$380K 0.16% 114
2022
Q4 		$1.46M Buy
14,194
+2,057
+17% +$197K 0.36% 70
2022
Q3 		$1.13M Buy
12,137
+520
+4% +$55.8K 0.29% 76
2022
Q2 		$1.28M Sell
11,617
-430
-4% -$47.3K 0.29% 79
2022
Q1 		$1.34M Buy
12,047
+1,178
+11% +$122K 0.34% 70
2021
Q4 		$1.14M Buy
10,869
+1,149
+12% +$116K 0.31% 73
2021
Q3 		$949K Sell
9,720
-12,734
-57% -$1.32M 0.31% 78
2021
Q2 		$2.22M Sell
22,454
-248
-1% -$24.9K 0.7% 37
2021
Q1 		$2.19M Sell
22,702
-341
-1% -$31.1K 0.77% 36
2020
Q4 		$2.11M Buy
+23,043
New +$2.13M 0.79% 35

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

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

Journey Advisory Group reduced its Duke Energy (DUK) stake by 14% in Q1 2026, selling an estimated $129K and leaving 6,561 shares worth $859K. The position accounts for 0.07% of the portfolio, ranked #154.

Journey Advisory Group first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.22M in Q2 2021. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Journey Advisory Group held 6,561 shares of Duke Energy worth $859K as of Q1 2026.
  • Journey Advisory Group sold 1,030 Duke Energy shares in Q1 2026, an estimated $129K.
  • Duke Energy made up 0.07% of Journey Advisory Group's portfolio in Q1 2026, its #154 holding.
  • Journey Advisory Group first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's Duke Energy position peaked at $2.22M in Q2 2021.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.