Plan Group Financial’s Duke Energy DUK Stock Holding History

Plan Group Financial’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	$2.77M	Buy	21,147 +2,283	+12%	+$285K	0.65%	52
2025 Q4	$2.21M	Buy	18,864 +1,425	+8%	+$174K	0.57%	53
2025 Q3	$2.16M	Buy	17,439 +2,373	+16%	+$288K	0.58%	58
2025 Q2	$1.78M	Buy	15,066 +1,899	+14%	+$224K	0.58%	56
2025 Q1	$1.61M	Buy	13,167 +4,063	+45%	+$463K	0.57%	46
2024 Q4	$981K	Buy	9,104 +1,078	+13%	+$122K	0.52%	46
2024 Q3	$925K	Buy	8,026 +757	+10%	+$84.3K	0.49%	47
2024 Q2	$729K	Buy	7,269 +3,555	+96%	+$356K	0.45%	50
2024 Q1	$359K	Buy	+3,714	New	+$352K	0.24%	62
2023 Q3	–	Sell	-2,373	Closed	-$216K	–	77
2023 Q2	$216K	Buy	+2,373	New	+$224K	0.18%	64

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Plan Group Financial increased its Duke Energy (DUK) stake by 12% in Q1 2026, buying an estimated $285K and bringing the position to 21,147 shares worth $2.77M. The position accounts for 0.65% of the portfolio, ranked #52.

Plan Group Financial first reported a position in DUK in Q2 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Plan Group Financial held 21,147 shares of Duke Energy worth $2.77M as of Q1 2026.
Plan Group Financial bought 2,283 Duke Energy shares in Q1 2026, an estimated $285K.
Duke Energy made up 0.65% of Plan Group Financial's portfolio in Q1 2026, its #52 holding.
Plan Group Financial first reported a position in Duke Energy in Q2 2023 and has held it in 10 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.