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Oxford Financial Group’s Duke Energy DUK Stock Holding History

Oxford Financial 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 		$370K Buy
2,829
+844
+43% +$106K 0.02% 193
2025
Q4 		$233K Sell
1,985
-25
-1% -$3.05K 0.01% 217
2025
Q3 		$249K Buy
+2,010
New +$244K 0.01% 201
2025
Q2 		– Sell
-1,672
Closed -$204K – 263
2025
Q1 		$204K Buy
+1,672
New +$191K 0.01% 207
2024
Q4 		– Sell
-2,078
Closed -$240K – 307
2024
Q3 		$240K Sell
2,078
-804
-28% -$89.5K 0.02% 221
2024
Q2 		$289K Buy
+2,882
New +$288K 0.02% 222
2022
Q3 		– Sell
-2,034
Closed -$218K – 251
2022
Q2 		$218K Buy
2,034
+101
+5% +$11.1K 0.03% 178
2022
Q1 		$216K Hold
1,933
– – 0.03% 182
2021
Q4 		$203K Buy
+1,933
New +$196K 0.02% 197

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

Oxford Financial Group's DUK Position: Q1 2026 in Review

Oxford Financial Group increased its Duke Energy (DUK) stake by 43% in Q1 2026, buying an estimated $106K and bringing the position to 2,829 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #193.

Oxford Financial Group first reported a position in DUK in Q4 2021 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Oxford Financial Group held 2,829 shares of Duke Energy worth $370K as of Q1 2026.
  • Oxford Financial Group bought 844 Duke Energy shares in Q1 2026, an estimated $106K.
  • Duke Energy made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #193 holding.
  • Oxford Financial Group first reported a position in Duke Energy in Q4 2021 and has held it in 9 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.