Private Advisor Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Sell |
88,099
-1,402
| -2% | -$175K | 0.05% | 359 |
|
|
2025
Q4 | $10.5M | Buy |
89,501
+11,428
| +15% | +$1.4M | 0.05% | 382 |
|
|
2025
Q3 | $9.66M | Buy |
78,073
+1,204
| +2% | +$146K | 0.05% | 396 |
|
|
2025
Q2 | $9.07M | Buy |
76,869
+2,162
| +3% | +$255K | 0.05% | 387 |
|
|
2025
Q1 | $9.11M | Sell |
74,707
-1,215
| -2% | -$138K | 0.06% | 356 |
|
|
2024
Q4 | $8.18M | Sell |
75,922
-483
| -0.6% | -$54.7K | 0.05% | 380 |
|
|
2024
Q3 | $8.81M | Buy |
76,405
+1,308
| +2% | +$146K | 0.05% | 350 |
|
|
2024
Q2 | $7.53M | Buy |
75,097
+2,052
| +3% | +$205K | 0.05% | 349 |
|
|
2024
Q1 | $7.06M | Sell |
73,045
-2,485
| -3% | -$236K | 0.05% | 353 |
|
|
2023
Q4 | $7.33M | Buy |
75,530
+2,485
| +3% | +$226K | 0.06% | 321 |
|
|
2023
Q3 | $6.45M | Buy |
73,045
+1,186
| +2% | +$109K | 0.06% | 322 |
|
|
2023
Q2 | $6.53M | Buy |
71,859
+4,549
| +7% | +$429K | 0.06% | 316 |
|
|
2023
Q1 | $6.49M | Sell |
67,310
-2,245
| -3% | -$222K | 0.06% | 313 |
|
|
2022
Q4 | $1.29M | Sell |
69,555
-16,912
| -20% | -$1.62M | 0.06% | 302 |
|
|
2022
Q3 | $8.04M | Buy |
86,467
+4,621
| +6% | +$496K | 0.09% | 226 |
|
|
2022
Q2 | $8.78M | Sell |
81,846
-9,559
| -10% | -$1.05M | 0.08% | 248 |
|
|
2022
Q1 | $10.2M | Buy |
91,405
+1,085
| +1% | +$113K | 0.08% | 244 |
|
|
2021
Q4 | $9.47M | Sell |
90,320
-29,705
| -25% | -$3.01M | 0.07% | 279 |
|
|
2021
Q3 | $11.7M | Buy |
120,025
+38,513
| +47% | +$3.99M | 0.07% | 266 |
|
|
2021
Q2 | $8.05M | Sell |
81,512
-2,219
| -3% | -$223K | 0.07% | 274 |
|
|
2021
Q1 | $8.08M | Buy |
83,731
+6,186
| +8% | +$565K | 0.08% | 250 |
|
|
2020
Q4 | $7.1M | Buy |
77,545
+8,608
| +12% | +$796K | 0.07% | 258 |
|
|
2020
Q3 | $6.05M | Buy |
68,937
+1,472
| +2% | +$121K | 0.08% | 249 |
|
|
2020
Q2 | $5.39M | Buy |
67,465
+5,748
| +9% | +$486K | 0.07% | 252 |
|
|
2020
Q1 | $4.99M | Sell |
61,717
-2,211
| -3% | -$203K | 0.09% | 227 |
|
|
2019
Q4 | $5.83M | Sell |
63,928
-26,008
| -29% | -$2.38M | 0.09% | 242 |
|
|
2019
Q3 | $8.59M | Sell |
89,936
-46,744
| -34% | -$4.25M | 0.13% | 173 |
|
|
2019
Q2 | $11.9M | Buy |
136,680
+68,655
| +101% | +$6.07M | 0.22% | 107 |
|
|
2019
Q1 | $6.06M | Buy |
68,025
+15,619
| +30% | +$1.38M | 0.12% | 182 |
|
|
2018
Q4 | $4.52M | Sell |
52,406
-1,141
| -2% | -$97.1K | 0.11% | 199 |
|
|
2018
Q3 | $4.29M | Buy |
53,547
+14,654
| +38% | +$1.19M | 0.09% | 226 |
|
|
2018
Q2 | $3.1M | Buy |
38,893
+16,489
| +74% | +$1.27M | 0.05% | 182 |
|
|
2018
Q1 | $1.74M | Sell |
22,404
-18,950
| -46% | -$1.46M | 0.07% | 290 |
|
|
2017
Q4 | $3.35M | Sell |
41,354
-20,687
| -33% | -$1.81M | 0.14% | 153 |
|
|
2017
Q3 | $5.26M | Sell |
62,041
-132
| -0.2% | -$11.3K | 0.13% | 165 |
|
|
2017
Q2 | $5.17M | Sell |
62,173
-1,970
| -3% | -$166K | 0.14% | 159 |
|
|
2017
Q1 | $5.31M | Buy |
64,143
+4,411
| +7% | +$351K | 0.15% | 154 |
|
|
2016
Q4 | $4.61M | Buy |
59,732
+13,902
| +30% | +$1.06M | 0.15% | 144 |
|
|
2016
Q3 | $3.55M | Sell |
45,830
-4,241
| -8% | -$351K | 0.14% | 151 |
|
|
2016
Q2 | $4.37M | Buy |
50,071
+11,813
| +31% | +$944K | 0.18% | 131 |
|
|
2016
Q1 | $3.05M | Sell |
38,258
-1,108
| -3% | -$83.8K | 0.15% | 152 |
|
|
2015
Q4 | $2.81M | Sell |
39,366
-12,258
| -24% | -$862K | 0.13% | 164 |
|
|
2015
Q3 | $3.71M | Buy |
51,624
+16,704
| +48% | +$1.21M | 0.2% | 108 |
|
|
2015
Q2 | $2.47M | Buy |
34,920
+3,188
| +10% | +$241K | 0.12% | 177 |
|
|
2015
Q1 | $2.44M | Buy |
31,732
+3,021
| +11% | +$245K | 0.14% | 161 |
|
|
2014
Q4 | $2.38M | Buy |
28,711
+2,665
| +10% | +$215K | 0.15% | 154 |
|
|
2014
Q3 | $1.95M | Buy |
26,046
+3,715
| +17% | +$271K | 0.13% | 171 |
|
|
2014
Q2 | $1.66M | Buy |
22,331
+1,006
| +5% | +$72.4K | 0.14% | 161 |
|
|
2014
Q1 | $1.52M | Buy |
21,325
+2,126
| +11% | +$148K | 0.16% | 151 |
|
|
2013
Q4 | $1.32M | Buy |
+19,199
| New | +$1.34M | 0.15% | 162 |
|
Other funds holding DUK
VCM
VPM
Private Advisor Group's DUK Position: Q1 2026 in Review
Private Advisor Group reduced its Duke Energy (DUK) stake by 1.6% in Q1 2026, selling an estimated $175K and leaving 88,099 shares worth $11.5M. The position accounts for 0.05% of the portfolio, ranked #359.
Private Advisor Group first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.9M in Q2 2019. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Private Advisor Group held 88,099 shares of Duke Energy worth $11.5M as of Q1 2026.
- Private Advisor Group sold 1,402 Duke Energy shares in Q1 2026, an estimated $175K.
- Duke Energy made up 0.05% of Private Advisor Group's portfolio in Q1 2026, its #359 holding.
- Private Advisor Group first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
- Private Advisor Group's Duke Energy position peaked at $11.9M in Q2 2019.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.