Rehmann Capital Advisory Group’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
Q1 | $1.07M | Sell |
8,133
-74
| -0.9% | -$9.25K | 0.06% | 235 |
|
|
2025
Q4 | $950K | Sell |
8,207
-195
| -2% | -$23.8K | 0.05% | 249 |
|
|
2025
Q3 | $1.04M | Buy |
8,402
+523
| +7% | +$63.5K | 0.06% | 223 |
|
|
2025
Q2 | $930K | Sell |
7,879
-391
| -5% | -$46.1K | 0.06% | 225 |
|
|
2025
Q1 | $1.01M | Buy |
8,270
+929
| +13% | +$106K | 0.06% | 218 |
|
|
2024
Q4 | $791K | Sell |
7,341
-9
| -0.1% | -$1.02K | 0.05% | 250 |
|
|
2024
Q3 | $845K | Buy |
7,350
+23
| +0.3% | +$2.56K | 0.06% | 235 |
|
|
2024
Q2 | $734K | Sell |
7,327
-44
| -0.6% | -$4.4K | 0.05% | 252 |
|
|
2024
Q1 | $713K | Sell |
7,371
-244
| -3% | -$23.1K | 0.05% | 252 |
|
|
2023
Q4 | $739K | Sell |
7,615
-327
| -4% | -$29.7K | 0.06% | 237 |
|
|
2023
Q3 | $701K | Sell |
7,942
-17
| -0.2% | -$1.56K | 0.07% | 231 |
|
|
2023
Q2 | $714K | Buy |
7,959
+230
| +3% | +$21.7K | 0.06% | 248 |
|
|
2023
Q1 | $746K | Buy |
7,729
+114
| +1% | +$11.3K | 0.07% | 238 |
|
|
2022
Q4 | $784K | Sell |
7,615
-415
| -5% | -$39.8K | 0.08% | 213 |
|
|
2022
Q3 | $747K | Buy |
8,030
+79
| +1% | +$8.48K | 0.08% | 213 |
|
|
2022
Q2 | $852K | Sell |
7,951
-503
| -6% | -$55.3K | 0.09% | 186 |
|
|
2022
Q1 | $944K | Sell |
8,454
-187
| -2% | -$19.4K | 0.09% | 197 |
|
|
2021
Q4 | $906K | Sell |
8,641
-291
| -3% | -$29.5K | 0.08% | 210 |
|
|
2021
Q3 | $871K | Sell |
8,932
-143
| -2% | -$14.8K | 0.08% | 211 |
|
|
2021
Q2 | $896K | Sell |
9,075
-59
| -0.6% | -$5.93K | 0.09% | 204 |
|
|
2021
Q1 | $882K | Buy |
9,134
+257
| +3% | +$23.5K | 0.09% | 185 |
|
|
2020
Q4 | $811K | Sell |
8,877
-699
| -7% | -$64.7K | 0.09% | 187 |
|
|
2020
Q3 | $848K | Sell |
9,576
-180
| -2% | -$14.8K | 0.11% | 164 |
|
|
2020
Q2 | $779K | Buy |
9,756
+158
| +2% | +$13.4K | 0.11% | 167 |
|
|
2020
Q1 | $776K | Buy |
+9,598
| New | +$882K | 0.13% | 136 |
|
|
2019
Q3 | $1.88M | Buy |
19,646
+1,051
| +6% | +$95.6K | 0.23% | 50 |
|
|
2019
Q2 | $1.64M | Sell |
18,595
-396
| -2% | -$35K | 0.2% | 85 |
|
|
2019
Q1 | $1.71M | Buy |
18,991
+373
| +2% | +$32.9K | 0.23% | 69 |
|
|
2018
Q4 | $1.61M | Buy |
18,618
+818
| +5% | +$69.6K | 0.24% | 48 |
|
|
2018
Q3 | $1.42M | Buy |
17,800
+1,487
| +9% | +$120K | 0.2% | 90 |
|
|
2018
Q2 | $1.29M | Buy |
16,313
+523
| +3% | +$40.2K | 0.19% | 97 |
|
|
2018
Q1 | $1.22M | Buy |
15,790
+426
| +3% | +$32.9K | 0.19% | 100 |
|
|
2017
Q4 | $1.29M | Sell |
15,364
-147
| -0.9% | -$12.8K | 0.22% | 93 |
|
|
2017
Q3 | $1.3M | Sell |
15,511
-395
| -2% | -$33.8K | 0.23% | 92 |
|
|
2017
Q2 | $1.33M | Sell |
15,906
-6,800
| -30% | -$572K | 0.25% | 87 |
|
|
2017
Q1 | $1.86M | Buy |
22,706
+1,264
| +6% | +$100K | 0.31% | 66 |
|
|
2016
Q4 | $1.66M | Buy |
21,442
+608
| +3% | +$46.6K | 0.3% | 68 |
|
|
2016
Q3 | $1.67M | Buy |
20,834
+831
| +4% | +$68.8K | 0.32% | 63 |
|
|
2016
Q2 | $1.72M | Buy |
20,003
+2,905
| +17% | +$232K | 0.32% | 64 |
|
|
2016
Q1 | $1.38M | Buy |
17,098
+6,059
| +55% | +$459K | 0.27% | 81 |
|
|
2015
Q4 | $788K | Buy |
11,039
+2,146
| +24% | +$151K | 0.17% | 111 |
|
|
2015
Q3 | $640K | Sell |
8,893
-280
| -3% | -$20.3K | 0.14% | 122 |
|
|
2015
Q2 | $648K | Buy |
9,173
+293
| +3% | +$22.1K | 0.15% | 127 |
|
|
2015
Q1 | $682K | Sell |
8,880
-328
| -4% | -$26.6K | 0.15% | 124 |
|
|
2014
Q4 | $769K | Buy |
9,208
+33
| +0.4% | +$2.66K | 0.18% | 107 |
|
|
2014
Q3 | $686K | Sell |
9,175
-113
| -1% | -$8.24K | 0.16% | 115 |
|
|
2014
Q2 | $689K | Buy |
9,288
+23
| +0.2% | +$1.65K | 0.16% | 113 |
|
|
2014
Q1 | $660K | Buy |
9,265
+201
| +2% | +$14K | 0.18% | 105 |
|
|
2013
Q4 | $625K | Buy |
9,064
+28
| +0.3% | +$1.96K | 0.19% | 106 |
|
|
2013
Q3 | $603K | Buy |
9,036
+1,012
| +13% | +$69K | 0.2% | 99 |
|
|
2013
Q2 | $542K | Buy |
+8,024
| New | +$567K | 0.19% | 98 |
|
Other funds holding DUK
VCM
VPM
Rehmann Capital Advisory Group's DUK Position: Q1 2026 in Review
Rehmann Capital Advisory Group reduced its Duke Energy (DUK) stake by 0.9% in Q1 2026, selling an estimated $9.25K and leaving 8,133 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #235.
Rehmann Capital Advisory Group first reported a position in DUK in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.88M in Q3 2019. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Rehmann Capital Advisory Group held 8,133 shares of Duke Energy worth $1.07M as of Q1 2026.
- Rehmann Capital Advisory Group sold 74 Duke Energy shares in Q1 2026, an estimated $9.25K.
- Duke Energy made up 0.06% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #235 holding.
- Rehmann Capital Advisory Group first reported a position in Duke Energy in Q2 2013 and has held it in 51 quarters since.
- Rehmann Capital Advisory Group's Duke Energy position peaked at $1.88M in Q3 2019.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.