RIG
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RiverFront Investment Group’s Duke Energy DUK Stock Holding History

RiverFront Investment 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 		$3.02M Buy
23,896
+12,281
+106% +$1.55M 0.04% 145
2026
Q1 		$1.52M Buy
11,615
+3,407
+42% +$426K 0.02% 159
2025
Q4 		$962K Buy
8,208
+567
+7% +$69.2K 0.02% 166
2025
Q3 		$946K Buy
7,641
+3,593
+89% +$436K 0.02% 157
2025
Q2 		$478K Buy
4,048
+99
+3% +$11.7K 0.01% 206
2025
Q1 		$482K Sell
3,949
-126
-3% -$14.4K 0.01% 192
2024
Q4 		$439K Buy
4,075
+84
+2% +$9.52K 0.01% 174
2024
Q3 		$460K Buy
+3,991
New +$444K 0.01% 159

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

RiverFront Investment Group's DUK Position: Q2 2026 in Review

RiverFront Investment Group increased its Duke Energy (DUK) stake by 106% in Q2 2026, buying an estimated $1.55M and bringing the position to 23,896 shares worth $3.02M. The position accounts for 0.04% of the portfolio, ranked #145.

RiverFront Investment Group first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • RiverFront Investment Group held 23,896 shares of Duke Energy worth $3.02M as of Q2 2026.
  • RiverFront Investment Group bought 12,281 Duke Energy shares in Q2 2026, an estimated $1.55M.
  • Duke Energy made up 0.04% of RiverFront Investment Group's portfolio in Q2 2026, its #145 holding.
  • RiverFront Investment Group first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.