RDA Financial Network’s Duke Energy DUK Stock Holding History

RDA Financial Network’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	$736K	Sell	5,815 -13,301	-70%	-$1.68M	0.16%	128
2026 Q1	$2.5M	Buy	19,116 +1,497	+8%	+$187K	0.63%	38
2025 Q4	$2.07M	Buy	17,619 +603	+4%	+$73.6K	0.5%	57
2025 Q3	$2.11M	Buy	17,016 +4,845	+40%	+$588K	0.52%	54
2025 Q2	$1.44M	Buy	12,171 +9,444	+346%	+$1.11M	0.39%	82
2025 Q1	$333K	Buy	+2,727	New	+$311K	0.1%	178
2023 Q4	–	Sell	-2,423	Closed	-$214K	–	229
2023 Q3	$214K	Sell	2,423 -1,202	-33%	-$110K	0.09%	199
2023 Q2	$325K	Buy	+3,625	New	+$342K	0.14%	153

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return