Regal Investment Advisors’s Duke Energy DUK Stock Holding History

Regal Investment 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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's DUK Position: Q1 2026 in Review

Regal Investment Advisors increased its Duke Energy (DUK) stake by 2.5% in Q1 2026, buying an estimated $144K and bringing the position to 46,557 shares worth $6.1M. The position accounts for 0.35% of the portfolio, ranked #74.

Regal Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 48 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Regal Investment Advisors held 46,557 shares of Duke Energy worth $6.1M as of Q1 2026.
Regal Investment Advisors bought 1,150 Duke Energy shares in Q1 2026, an estimated $144K.
Duke Energy made up 0.35% of Regal Investment Advisors's portfolio in Q1 2026, its #74 holding.
Regal Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 48 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.