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 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 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

RiverFront Investment Group's DUK Position: Q1 2026 in Review

RiverFront Investment Group increased its Duke Energy (DUK) stake by 42% in Q1 2026, buying an estimated $426K and bringing the position to 11,615 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #159.

RiverFront Investment Group first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

RiverFront Investment Group held 11,615 shares of Duke Energy worth $1.52M as of Q1 2026.
RiverFront Investment Group bought 3,407 Duke Energy shares in Q1 2026, an estimated $426K.
Duke Energy made up 0.02% of RiverFront Investment Group's portfolio in Q1 2026, its #159 holding.
RiverFront Investment Group first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.