RGF
DUK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Retirement Guys Formula's DUK Position: Q1 2026 in Review

Retirement Guys Formula increased its Duke Energy (DUK) stake by 9.8% in Q1 2026, buying an estimated $125K and bringing the position to 11,161 shares worth $1.46M. The position accounts for 0.67% of the portfolio, ranked #59.

Retirement Guys Formula first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Retirement Guys Formula held 11,161 shares of Duke Energy worth $1.46M as of Q1 2026.
  • Retirement Guys Formula bought 998 Duke Energy shares in Q1 2026, an estimated $125K.
  • Duke Energy made up 0.67% of Retirement Guys Formula's portfolio in Q1 2026, its #59 holding.
  • Retirement Guys Formula first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.