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Victory Financial Group’s Duke Energy DUK Stock Holding History

Victory Financial 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 		$393K Buy
3,108
+747
+32% +$94.2K 0.04% 245
2026
Q1 		$309K Buy
2,361
+361
+18% +$45.1K 0.04% 247
2025
Q4 		$234K Buy
2,000
+134
+7% +$16.4K 0.03% 274
2025
Q3 		$235K Sell
1,866
-429
-19% -$52.1K 0.03% 224
2025
Q2 		$271K Buy
+2,295
New +$271K 0.04% 178

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 $3.38T AUM 44.17% 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

Victory Financial Group's DUK Position: Q2 2026 in Review

Victory Financial Group increased its Duke Energy (DUK) stake by 32% in Q2 2026, buying an estimated $94.2K and bringing the position to 3,108 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #245.

Victory Financial Group first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Victory Financial Group held 3,108 shares of Duke Energy worth $393K as of Q2 2026.
  • Victory Financial Group bought 747 Duke Energy shares in Q2 2026, an estimated $94.2K.
  • Duke Energy made up 0.04% of Victory Financial Group's portfolio in Q2 2026, its #245 holding.
  • Victory Financial Group first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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