RCA
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Ranch Capital Advisors’s Duke Energy DUK Stock Holding History

Ranch Capital Advisors’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 		$2.95M Buy
22,530
+1,613
+8% +$202K 1.07% 33
2025
Q4 		$2.45M Buy
20,917
+1,108
+6% +$135K 0.9% 36
2025
Q3 		$2.45M Buy
19,809
+1,133
+6% +$137K 0.95% 35
2025
Q2 		$2.2M Buy
18,676
+871
+5% +$103K 0.96% 33
2025
Q1 		$2.17M Buy
17,805
+1,458
+9% +$166K 1.03% 31
2024
Q4 		$1.76M Buy
16,347
+570
+4% +$64.6K 0.83% 40
2024
Q3 		$1.82M Buy
15,777
+3,347
+27% +$373K 0.86% 35
2024
Q2 		$1.25M Buy
+12,430
New +$1.24M 0.65% 48
2023
Q1 		– Sell
-1,990
Closed -$205K – 149
2022
Q4 		$205K Buy
+1,990
New +$191K 0.16% 138
2022
Q3 		– Sell
-1,990
Closed -$213K – 148
2022
Q2 		$213K Hold
1,990
– – 0.16% 135
2022
Q1 		$222K Buy
1,990
+2
+0.1% +$208 0.15% 145
2021
Q4 		$209K Sell
1,988
-100
-5% -$10.1K 0.14% 148
2021
Q3 		$204K Sell
2,088
-200
-9% -$20.7K 0.13% 149
2021
Q2 		$225K Hold
2,288
– – 0.14% 152
2021
Q1 		$220K Hold
2,288
– – 0.15% 145
2020
Q4 		$209K Sell
2,288
-403
-15% -$37.3K 0.15% 140
2020
Q3 		$238K Sell
2,691
-131
-5% -$10.8K 0.19% 120
2020
Q2 		$239K Sell
2,822
-800
-22% -$67.6K 0.19% 121
2020
Q1 		$292K Sell
3,622
-200
-5% -$18.4K 0.29% 91
2019
Q4 		$349K Buy
3,822
+1,222
+47% +$112K 0.28% 99
2019
Q3 		$249K Buy
+2,600
New +$237K 0.27% 115

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

Ranch Capital Advisors's DUK Position: Q1 2026 in Review

Ranch Capital Advisors increased its Duke Energy (DUK) stake by 7.7% in Q1 2026, buying an estimated $202K and bringing the position to 22,530 shares worth $2.95M. The position accounts for 1.07% of the portfolio, ranked #33.

Ranch Capital Advisors first reported a position in DUK in Q3 2019 and has held it in 21 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ranch Capital Advisors held 22,530 shares of Duke Energy worth $2.95M as of Q1 2026.
  • Ranch Capital Advisors bought 1,613 Duke Energy shares in Q1 2026, an estimated $202K.
  • Duke Energy made up 1.07% of Ranch Capital Advisors's portfolio in Q1 2026, its #33 holding.
  • Ranch Capital Advisors first reported a position in Duke Energy in Q3 2019 and has held it in 21 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.