Powers Advisory Group
DUK icon

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
Q3 		$845K Buy
7,415
+107
+1% +$13.1K 0.26% 50
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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Powers Advisory Group increased its Duke Energy (DUK) stake by 1.5% in Q3 2026, buying an estimated $13.1K and bringing the position to 7,415 shares worth $845K. The position accounts for 0.26% of the portfolio, ranked #50.

Powers Advisory Group first reported a position in DUK in Q4 2021 and has held it in 20 quarters since. The position peaked at $958K in Q1 2026. 573 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Powers Advisory Group held 7,415 shares of Duke Energy worth $845K as of Q3 2026.
  • Powers Advisory Group bought 107 Duke Energy shares in Q3 2026, an estimated $13.1K.
  • Duke Energy made up 0.26% of Powers Advisory Group's portfolio in Q3 2026, its #50 holding.
  • Powers Advisory Group first reported a position in Duke Energy in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Duke Energy position peaked at $958K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.