RHL Group’s Duke Energy DUK Stock Holding History

RHL Group’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	$103K	Buy	+810	New	+$102K	0.09%	59
2026 Q1	–	Sell	-72	Closed	-$8.44K	–	249
2025 Q4	$8.44K	Buy	+72	New	+$8.79K	0.01%	130

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RHL Group's DUK Position: Q2 2026 in Review

RHL Group opened a new position in Duke Energy (DUK) in Q2 2026: 810 shares worth $103K. The stake represents 0.09% of the portfolio and ranks #59 among its holdings. This is a return to the name: RHL Group previously reported a position in DUK as recently as Q4 2025.

RHL Group first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

RHL Group held 810 shares of Duke Energy worth $103K as of Q2 2026.
Duke Energy was a new RHL Group position in Q2 2026.
Duke Energy made up 0.09% of RHL Group's portfolio in Q2 2026, its #59 holding.
RHL Group first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on RHL Group's 13F filing for Q2 2026, filed 4 Aug 2026.