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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RDA Financial Network's DUK Position: Q2 2026 in Review

RDA Financial Network reduced its Duke Energy (DUK) stake by 70% in Q2 2026, selling an estimated $1.68M and leaving 5,815 shares worth $736K. The position accounts for 0.16% of the portfolio, ranked #128.

RDA Financial Network first reported a position in DUK in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.5M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

RDA Financial Network held 5,815 shares of Duke Energy worth $736K as of Q2 2026.
RDA Financial Network sold 13,301 Duke Energy shares in Q2 2026, an estimated $1.68M.
Duke Energy made up 0.16% of RDA Financial Network's portfolio in Q2 2026, its #128 holding.
RDA Financial Network first reported a position in Duke Energy in Q2 2023 and has held it in 8 quarters since.
RDA Financial Network's Duke Energy position peaked at $2.5M in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.