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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
2019
Q2 		– Sell
-400
Closed -$36K – 326
2019
Q1 		$36K Buy
+400
New +$35.3K 0.01% 338

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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. 2,475 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.
  • 2,475 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.