MRA Advisory Group
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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
Q3 		– Sell
-1,669
Closed -$211K – 158
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

MRA Advisory Group's DUK Position: Q3 2026 in Review

MRA Advisory Group sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,669 shares — an estimated $211K sold.

MRA Advisory Group first reported a position in DUK in Q3 2025 and held it in 3 quarters. The position peaked at $218K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • MRA Advisory Group reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • MRA Advisory Group sold 1,669 Duke Energy shares in Q3 2026, an estimated $211K.
  • MRA Advisory Group first reported a position in Duke Energy in Q3 2025 and held it in 3 quarters.
  • MRA Advisory Group's Duke Energy position peaked at $218K in Q1 2026.
  • 1,549 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.