Advisors Management Group Inc /Adv / DUK
Advisors Management Group Inc /Adv’s Duke Energy Corp New Position
Does Advisors Management Group Inc /Adv own Duke Energy Corp New (DUK)? Yes — 80.9K shares worth $11M (+1.93% of its 13F portfolio) as of Q1 2026, up from 78.3K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
80.9K
% of Portfolio
+1.93%
Quarters Held
28
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 80.9K | $11M | +1.93% |
| Q4 2025 | 78.3K | $9M | +1.67% |
| Q2 2025 | 27.5K | $3M | +0.61% |
| Q1 2025 | 27.8K | $3M | +0.74% |
| Q4 2024 | 28.1K | $3M | +0.72% |
| Q3 2024 | 28.3K | $3M | +0.77% |
| Q2 2024 | 28.2K | $3M | +0.71% |
| Q1 2024 | 27.5K | $3M | +0.66% |
| Q4 2023 | 28.6K | $3M | +0.75% |
| Q3 2023 | 28.8K | $3M | +0.77% |
| Q2 2023 | 28.3K | $3M | +0.76% |
| Q1 2023 | 28.6K | $3M | +0.88% |
| Q4 2022 | 28.7K | $3M | +1.12% |
| Q3 2022 | 28.4K | $3M | +1.05% |
| Q2 2022 | 37.7K | $4M | +1.42% |
| Q1 2022 | 38.0K | $4M | +1.43% |
| Q4 2021 | 38.4K | $4M | +1.21% |
| Q3 2021 | 38.5K | $4M | +1.17% |
| Q2 2021 | 38.1K | $4M | +1.12% |
| Q1 2021 | 38.2K | $4M | +1.16% |
| Q4 2020 | 38.8K | $4M | +1.45% |
| Q3 2020 | 39.3K | $3M | +1.45% |
| Q2 2020 | 39.4K | $3M | +1.40% |
| Q1 2020 | 40.7K | $3M | +1.58% |
| Q4 2019 | 40.3K | $4M | +1.46% |
| Q3 2019 | 40.6K | $4M | +1.61% |
| Q2 2019 | 40.9K | $4M | +1.57% |
| Q1 2019 | 41.0K | $4M | +1.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Advisors Management Group Inc /Adv’s full portfolio or all institutional holders of DUK.