PAG
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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
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 $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

Powers Advisory Group's DUK Position: Q1 2026 in Review

Powers Advisory Group reduced its Duke Energy (DUK) stake by 0.56% in Q1 2026, selling an estimated $5.13K and leaving 7,313 shares worth $958K. The position accounts for 0.34% of the portfolio, ranked #49.

Powers Advisory Group first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Powers Advisory Group held 7,313 shares of Duke Energy worth $958K as of Q1 2026.
  • Powers Advisory Group sold 41 Duke Energy shares in Q1 2026, an estimated $5.13K.
  • Duke Energy made up 0.34% of Powers Advisory Group's portfolio in Q1 2026, its #49 holding.
  • Powers Advisory Group first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.