RIA Advisory Group’s Duke Energy DUK Stock Holding History

RIA Advisory 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 Q1	$1.31M	Buy	10,036 +861	+9%	+$108K	0.31%	49
2025 Q4	$1.08M	Buy	9,175 +7,040	+330%	+$860K	0.26%	61
2025 Q3	$264K	Buy	+2,135	New	+$259K	0.07%	124
2025 Q2	–	Sell	-7,232	Closed	-$882K	–	137
2025 Q1	$882K	Buy	7,232 +2,592	+56%	+$295K	0.29%	61
2024 Q4	$500K	Buy	4,640 +109	+2%	+$12.3K	0.17%	74
2024 Q3	$522K	Buy	+4,531	New	+$504K	0.18%	65
2024 Q1	$386K	Buy	+3,994	New	+$379K	0.16%	81
2023 Q4	–	Sell	-6,391	Closed	-$564K	–	131
2023 Q3	$564K	Buy	6,391 +1	+0%	+$92	0.25%	54
2023 Q2	$573K	Buy	6,390 +2,163	+51%	+$204K	0.25%	62
2023 Q1	$408K	Sell	4,227 -69	-2%	-$6.82K	0.19%	73
2022 Q4	$442K	Buy	+4,296	New	+$412K	0.26%	59

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIA Advisory Group's DUK Position: Q1 2026 in Review

RIA Advisory Group increased its Duke Energy (DUK) stake by 9.4% in Q1 2026, buying an estimated $108K and bringing the position to 10,036 shares worth $1.31M. The position accounts for 0.31% of the portfolio, ranked #49.

RIA Advisory Group first reported a position in DUK in Q4 2022 and has held it in 11 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

RIA Advisory Group held 10,036 shares of Duke Energy worth $1.31M as of Q1 2026.
RIA Advisory Group bought 861 Duke Energy shares in Q1 2026, an estimated $108K.
Duke Energy made up 0.31% of RIA Advisory Group's portfolio in Q1 2026, its #49 holding.
RIA Advisory Group first reported a position in Duke Energy in Q4 2022 and has held it in 11 quarters since.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.