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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
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 $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

Victory Financial Group's DUK Position: Q1 2026 in Review

Victory Financial Group increased its Duke Energy (DUK) stake by 18% in Q1 2026, buying an estimated $45.1K and bringing the position to 2,361 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #247.

Victory Financial Group first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Victory Financial Group held 2,361 shares of Duke Energy worth $309K as of Q1 2026.
  • Victory Financial Group bought 361 Duke Energy shares in Q1 2026, an estimated $45.1K.
  • Duke Energy made up 0.04% of Victory Financial Group's portfolio in Q1 2026, its #247 holding.
  • Victory Financial Group first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.