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Rachor Investment Advisory Services’s Duke Energy DUK Stock Holding History

Rachor Investment Advisory Services’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 		$11K Hold
87
– – 0.01% 102
2026
Q1 		$11.4K Hold
87
– – 0.01% 111
2025
Q4 		$10.2K Buy
+87
New +$10.6K 0.01% 111

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rachor Investment Advisory Services's DUK Position: Q2 2026 in Review

Rachor Investment Advisory Services held its Duke Energy (DUK) position steady in Q2 2026 at 87 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #102.

Rachor Investment Advisory Services first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.4K in Q1 2026. 1,511 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Rachor Investment Advisory Services held 87 shares of Duke Energy worth $11K as of Q2 2026.
  • Rachor Investment Advisory Services left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #102 holding.
  • Rachor Investment Advisory Services first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Rachor Investment Advisory Services's Duke Energy position peaked at $11.4K in Q1 2026.
  • 1,511 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.