RGF
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Retirement Guys Formula’s Duke Energy DUK Stock Holding History

Retirement Guys Formula’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 		$1.51M Buy
11,905
+744
+7% +$93.8K 0.57% 67
2026
Q1 		$1.46M Buy
11,161
+998
+10% +$125K 0.67% 59
2025
Q4 		$1.19M Sell
10,163
-30
-0.3% -$3.66K 0.54% 73
2025
Q3 		$1.26M Buy
10,193
+359
+4% +$43.6K 0.44% 69
2025
Q2 		$1.16M Buy
9,834
+776
+9% +$91.6K 0.44% 79
2025
Q1 		$1.1M Buy
9,058
+1,264
+16% +$144K 0.55% 72
2024
Q4 		$840K Buy
7,794
+741
+11% +$83.9K 0.42% 70
2024
Q3 		$813K Buy
7,053
+371
+6% +$41.3K 0.38% 72
2024
Q2 		$670K Sell
6,682
-201
-3% -$20.1K 0.32% 81
2024
Q1 		$666K Buy
+6,883
New +$653K 0.32% 82

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Retirement Guys Formula's DUK Position: Q2 2026 in Review

Retirement Guys Formula increased its Duke Energy (DUK) stake by 6.7% in Q2 2026, buying an estimated $93.8K and bringing the position to 11,905 shares worth $1.51M. The position accounts for 0.57% of the portfolio, ranked #67.

Retirement Guys Formula first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Retirement Guys Formula held 11,905 shares of Duke Energy worth $1.51M as of Q2 2026.
  • Retirement Guys Formula bought 744 Duke Energy shares in Q2 2026, an estimated $93.8K.
  • Duke Energy made up 0.57% of Retirement Guys Formula's portfolio in Q2 2026, its #67 holding.
  • Retirement Guys Formula first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.