RPGK
DUK icon

Retirement Planning Group (Kansas)’s Duke Energy DUK Stock Holding History

Retirement Planning Group (Kansas)’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 		$4.05M Buy
31,992
+4,456
+16% +$562K 0.1% 97
2026
Q1 		$3.61M Sell
27,536
-1,263
-4% -$158K 0.11% 83
2025
Q4 		$3.38M Buy
28,799
+8,150
+39% +$995K 0.11% 82
2025
Q3 		$2.56M Buy
+20,649
New +$2.51M 0.09% 94
2022
Q3 		– Sell
-1,871
Closed -$201K – 128
2022
Q2 		$201K Hold
1,871
– – 0.02% 108
2022
Q1 		$209K Buy
+1,871
New +$194K 0.02% 105

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 $3.37T AUM 44.26% 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 Planning Group (Kansas)'s DUK Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $562K and bringing the position to 31,992 shares worth $4.05M. The position accounts for 0.1% of the portfolio, ranked #97.

Retirement Planning Group (Kansas) first reported a position in DUK in Q1 2022 and has held it in 6 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Retirement Planning Group (Kansas) held 31,992 shares of Duke Energy worth $4.05M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 4,456 Duke Energy shares in Q2 2026, an estimated $562K.
  • Duke Energy made up 0.1% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #97 holding.
  • Retirement Planning Group (Kansas) first reported a position in Duke Energy in Q1 2022 and has held it in 6 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.