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MRA Advisory Group’s Duke Energy DUK Stock Holding History

MRA 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 		$211K Buy
1,669
+4
+0.2% +$505 0.08% 138
2026
Q1 		$218K Buy
+1,665
New +$208K 0.09% 120
2025
Q4 		– Sell
-1,666
Closed -$206K – 138
2025
Q3 		$206K Buy
+1,666
New +$202K 0.09% 123

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

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

MRA Advisory Group increased its Duke Energy (DUK) stake by 0.24% in Q2 2026, buying an estimated $505 and bringing the position to 1,669 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #138.

MRA Advisory Group first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q1 2026. 816 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MRA Advisory Group held 1,669 shares of Duke Energy worth $211K as of Q2 2026.
  • MRA Advisory Group bought 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up 0.08% of MRA Advisory Group's portfolio in Q2 2026, its #138 holding.
  • MRA Advisory Group first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • MRA Advisory Group's Duke Energy position peaked at $218K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.