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Safeguard Investment Advisory Group’s Duke Energy DUK Stock Holding History

Safeguard Investment 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 		$236K Buy
1,799
+52
+3% +$6.5K 0.07% 119
2025
Q4 		$205K Sell
1,747
-19
-1% -$2.32K 0.05% 137
2025
Q3 		$219K Sell
1,766
-33
-2% -$4K 0.05% 131
2025
Q2 		$212K Buy
1,799
+19
+1% +$2.24K 0.05% 128
2025
Q1 		$217K Buy
+1,780
New +$203K 0.06% 126
2024
Q4 		– Sell
-1,784
Closed -$206K – 119
2024
Q3 		$206K Buy
+1,784
New +$199K 0.06% 111
2021
Q1 		– Sell
-264
Closed -$24K – 237
2020
Q4 		$24K Buy
+264
New +$24.4K 0.02% 282

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Investment Advisory Group's DUK Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Duke Energy (DUK) stake by 3% in Q1 2026, buying an estimated $6.5K and bringing the position to 1,799 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #119.

Safeguard Investment Advisory Group first reported a position in DUK in Q4 2020 and has held it in 7 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Safeguard Investment Advisory Group held 1,799 shares of Duke Energy worth $236K as of Q1 2026.
  • Safeguard Investment Advisory Group bought 52 Duke Energy shares in Q1 2026, an estimated $6.5K.
  • Duke Energy made up 0.07% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #119 holding.
  • Safeguard Investment Advisory Group first reported a position in Duke Energy in Q4 2020 and has held it in 7 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.