Strategic Wealth Investment Group, LLC / DUK
Strategic Wealth Investment Group, LLC’s Duke Energy Corp New Position
Does Strategic Wealth Investment Group, LLC own Duke Energy Corp New (DUK)? Yes — 75.8K shares worth $10M (+1.26% of its 13F portfolio) as of Q1 2026, up from 74.6K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
75.8K
% of Portfolio
+1.26%
Quarters Held
25
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 75.8K | $10M | +1.26% |
| Q4 2025 | 74.6K | $9M | +1.07% |
| Q3 2025 | 97.6K | $12M | +1.02% |
| Q2 2025 | 3.6K | $429,766 | +0.62% |
| Q1 2025 | 3.3K | $407,759 | +0.71% |
| Q4 2024 | 86.4K | $9M | +0.34% |
| Q3 2024 | 81.4K | $9M | +1.01% |
| Q2 2024 | 67.6K | $7M | +0.85% |
| Q4 2023 | 9.5K | $917,743 | +0.14% |
| Q3 2023 | 5.1K | $449,529 | +0.08% |
| Q2 2023 | 2.5K | $222,576 | +0.04% |
| Q1 2023 | 3.6K | $344,687 | +0.06% |
| Q4 2022 | 5.5K | $558,819 | +0.13% |
| Q3 2022 | 4.6K | $432,000 | +0.12% |
| Q2 2022 | 4.0K | $427,000 | +0.11% |
| Q1 2022 | 3.5K | $391,000 | +0.09% |
| Q4 2021 | 3.4K | $352,000 | +0.09% |
| Q3 2021 | 3.2K | $315,000 | +0.09% |
| Q2 2021 | 4.2K | $417,000 | +0.15% |
| Q1 2021 | 3.7K | $361,000 | +0.17% |
| Q4 2020 | 3.7K | $336,000 | +0.20% |
| Q3 2020 | 3.7K | $324,000 | +0.24% |
| Q2 2020 | 3.5K | $278,000 | +0.27% |
| Q1 2020 | 3.5K | $287,000 | +0.47% |
| Q4 2019 | 3.1K | $286,000 | +0.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of DUK.