Regal Investment Advisors’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
Q2 | $5.74M | Sell |
45,339
-1,218
| -3% | -$154K | 0.3% | 83 |
|
|
2026
Q1 | $6.1M | Buy |
46,557
+1,150
| +3% | +$144K | 0.35% | 74 |
|
|
2025
Q4 | $5.32M | Buy |
45,407
+3,032
| +7% | +$370K | 0.32% | 80 |
|
|
2025
Q3 | $5.24M | Buy |
42,375
+13,716
| +48% | +$1.66M | 0.34% | 76 |
|
|
2025
Q2 | $3.38M | Buy |
28,659
+3,914
| +16% | +$462K | 0.25% | 103 |
|
|
2025
Q1 | $3.02M | Sell |
24,745
-6,397
| -21% | -$729K | 0.24% | 116 |
|
|
2024
Q4 | $3.36M | Sell |
31,142
-3,147
| -9% | -$357K | 0.25% | 111 |
|
|
2024
Q3 | $3.95M | Buy |
34,289
+67
| +0.2% | +$7.46K | 0.28% | 109 |
|
|
2024
Q2 | $3.43M | Sell |
34,222
-4,777
| -12% | -$478K | 0.22% | 127 |
|
|
2024
Q1 | $3.77M | Sell |
38,999
-459
| -1% | -$43.5K | 0.26% | 113 |
|
|
2023
Q4 | $3.83M | Buy |
39,458
+1,769
| +5% | +$161K | 0.29% | 103 |
|
|
2023
Q3 | $3.33M | Buy |
37,689
+2,238
| +6% | +$205K | 0.28% | 101 |
|
|
2023
Q2 | $3.18M | Buy |
35,451
+2,058
| +6% | +$194K | 0.27% | 98 |
|
|
2023
Q1 | $3.22M | Sell |
33,393
-1,087
| -3% | -$107K | 0.28% | 100 |
|
|
2022
Q4 | $3.55M | Buy |
34,480
+877
| +3% | +$84.2K | 0.34% | 83 |
|
|
2022
Q3 | $3.13M | Sell |
33,603
-420
| -1% | -$45.1K | 0.33% | 81 |
|
|
2022
Q2 | $3.65M | Buy |
34,023
+78
| +0.2% | +$8.58K | 0.38% | 74 |
|
|
2022
Q1 | $3.79M | Buy |
33,945
+2,776
| +9% | +$288K | 0.35% | 76 |
|
|
2021
Q4 | $3.27M | Buy |
31,169
+248
| +0.8% | +$25.1K | 0.29% | 88 |
|
|
2021
Q3 | $3.02M | Buy |
30,921
+923
| +3% | +$95.6K | 0.29% | 89 |
|
|
2021
Q2 | $2.96M | Buy |
+29,998
| New | +$3.01M | 0.3% | 84 |
|
|
2021
Q1 | – | Sell |
-37,131
| Closed | -$3.4M | – | 120 |
|
|
2020
Q4 | $3.4M | Buy |
+37,131
| New | +$3.43M | 0.38% | 74 |
|
|
2020
Q1 | – | Sell |
-40,590
| Closed | -$3.7M | – | 86 |
|
|
2019
Q4 | $3.7M | Sell |
40,590
-2,529
| -6% | -$232K | 0.67% | 36 |
|
|
2019
Q3 | $4.13M | Sell |
43,119
-2,291
| -5% | -$208K | 0.81% | 29 |
|
|
2019
Q2 | $4.01M | Sell |
45,410
-2,164
| -5% | -$191K | 0.78% | 30 |
|
|
2019
Q1 | $4.28M | Buy |
47,574
+442
| +0.9% | +$39K | 0.87% | 27 |
|
|
2018
Q4 | $4.07M | Buy |
47,132
+948
| +2% | +$80.7K | 0.89% | 27 |
|
|
2018
Q3 | $3.7M | Buy |
46,184
+20,924
| +83% | +$1.69M | 0.78% | 30 |
|
|
2018
Q2 | $2M | Sell |
25,260
-17,798
| -41% | -$1.37M | 0.61% | 45 |
|
|
2018
Q1 | $3.34M | Buy |
43,058
+4,168
| +11% | +$322K | 0.74% | 36 |
|
|
2017
Q4 | $3.27M | Sell |
38,890
-252
| -0.6% | -$22K | 0.73% | 38 |
|
|
2017
Q3 | $3.29M | Buy |
39,142
+5,223
| +15% | +$447K | 0.77% | 33 |
|
|
2017
Q2 | $2.83M | Buy |
33,919
+2,922
| +9% | +$246K | 0.7% | 40 |
|
|
2017
Q1 | $2.54M | Buy |
30,997
+3,245
| +12% | +$258K | 0.66% | 52 |
|
|
2016
Q4 | $2.15M | Sell |
27,752
-1,073
| -4% | -$82.2K | 0.6% | 62 |
|
|
2016
Q3 | $2.31M | Sell |
28,825
-975
| -3% | -$80.7K | 0.65% | 60 |
|
|
2016
Q2 | $2.56M | Sell |
29,800
-3,590
| -11% | -$287K | 0.7% | 59 |
|
|
2016
Q1 | $2.69M | Sell |
33,390
-1,044
| -3% | -$79K | 0.73% | 55 |
|
|
2015
Q4 | $2.46M | Buy |
34,434
+754
| +2% | +$53K | 0.64% | 61 |
|
|
2015
Q3 | $2.42M | Buy |
33,680
+1,858
| +6% | +$135K | 0.63% | 60 |
|
|
2015
Q2 | $2.25M | Sell |
31,822
-1,892
| -6% | -$143K | 0.61% | 62 |
|
|
2015
Q1 | $2.59M | Sell |
33,714
-1,298
| -4% | -$105K | 0.64% | 57 |
|
|
2014
Q4 | $2.92M | Sell |
35,012
-1,408
| -4% | -$114K | 0.78% | 31 |
|
|
2014
Q3 | $2.72M | Buy |
36,420
+1,390
| +4% | +$101K | 0.82% | 32 |
|
|
2014
Q2 | $2.6M | Buy |
35,030
+20,237
| +137% | +$1.46M | 0.93% | 20 |
|
|
2014
Q1 | $1.05M | Buy |
14,793
+10,942
| +284% | +$763K | 0.45% | 75 |
|
|
2013
Q4 | $266K | Sell |
3,851
-1,460
| -27% | -$102K | 0.15% | 138 |
|
|
2013
Q3 | $355K | Sell |
5,311
-667
| -11% | -$45.5K | 0.21% | 122 |
|
|
2013
Q2 | $404K | Buy |
+5,978
| New | +$423K | 0.22% | 117 |
|
Other funds holding DUK
Regal Investment Advisors's DUK Position: Q2 2026 in Review
Regal Investment Advisors reduced its Duke Energy (DUK) stake by 2.6% in Q2 2026, selling an estimated $154K and leaving 45,339 shares worth $5.74M. The position accounts for 0.3% of the portfolio, ranked #83.
Regal Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.1M in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Regal Investment Advisors held 45,339 shares of Duke Energy worth $5.74M as of Q2 2026.
- Regal Investment Advisors sold 1,218 Duke Energy shares in Q2 2026, an estimated $154K.
- Duke Energy made up 0.3% of Regal Investment Advisors's portfolio in Q2 2026, its #83 holding.
- Regal Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 49 quarters since.
- Regal Investment Advisors's Duke Energy position peaked at $6.1M in Q1 2026.
- 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.