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 Q2	$1.37M	Buy	10,834 +798	+8%	+$101K	0.3%	54
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 $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

RIA Advisory Group's DUK Position: Q2 2026 in Review

RIA Advisory Group increased its Duke Energy (DUK) stake by 8% in Q2 2026, buying an estimated $101K and bringing the position to 10,834 shares worth $1.37M. The position accounts for 0.3% of the portfolio, ranked #54.

RIA Advisory Group first reported a position in DUK in Q4 2022 and has held it in 12 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

RIA Advisory Group held 10,834 shares of Duke Energy worth $1.37M as of Q2 2026.
RIA Advisory Group bought 798 Duke Energy shares in Q2 2026, an estimated $101K.
Duke Energy made up 0.3% of RIA Advisory Group's portfolio in Q2 2026, its #54 holding.
RIA Advisory Group first reported a position in Duke Energy in Q4 2022 and has held it in 12 quarters since.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.