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Powers Advisory Group’s Duke Energy DUK Stock Holding History

Powers 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 		$925K Sell
7,308
-5
-0.1% -$631 0.29% 52
2026
Q1 		$958K Sell
7,313
-41
-0.6% -$5.13K 0.34% 49
2025
Q4 		$862K Buy
7,354
+40
+0.5% +$4.88K 0.32% 50
2025
Q3 		$905K Buy
7,314
+539
+8% +$65.4K 0.36% 44
2025
Q2 		$799K Buy
6,775
+40
+0.6% +$4.72K 0.35% 44
2025
Q1 		$822K Buy
6,735
+38
+0.6% +$4.33K 0.39% 47
2024
Q4 		$722K Buy
6,697
+43
+0.6% +$4.87K 0.36% 47
2024
Q3 		$767K Buy
6,654
+39
+0.6% +$4.34K 0.38% 44
2024
Q2 		$663K Buy
6,615
+44
+0.7% +$4.4K 0.36% 43
2024
Q1 		$636K Sell
6,571
-21
-0.3% -$1.99K 0.36% 46
2023
Q4 		$640K Buy
6,592
+11
+0.2% +$1K 0.39% 46
2023
Q3 		$581K Buy
6,581
+48
+0.7% +$4.4K 0.39% 47
2023
Q2 		$586K Buy
6,533
+51
+0.8% +$4.81K 0.39% 48
2023
Q1 		$625K Buy
6,482
+85
+1% +$8.4K 0.44% 47
2022
Q4 		$659K Buy
6,397
+77
+1% +$7.39K 0.49% 43
2022
Q3 		$588K Buy
6,320
+86
+1% +$9.24K 0.47% 47
2022
Q2 		$668K Sell
6,234
-252
-4% -$27.7K 0.51% 44
2022
Q1 		$724K Buy
6,486
+184
+3% +$19.1K 0.5% 49
2021
Q4 		$661K Buy
+6,302
New +$639K 0.47% 51

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Powers Advisory Group reduced its Duke Energy (DUK) stake by 0.07% in Q2 2026, selling an estimated $631 and leaving 7,308 shares worth $925K. The position accounts for 0.29% of the portfolio, ranked #52.

Powers Advisory Group first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $958K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Powers Advisory Group held 7,308 shares of Duke Energy worth $925K as of Q2 2026.
  • Powers Advisory Group sold 5 Duke Energy shares in Q2 2026, an estimated $631.
  • Duke Energy made up 0.29% of Powers Advisory Group's portfolio in Q2 2026, its #52 holding.
  • Powers Advisory Group first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Duke Energy position peaked at $958K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.