AHL
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Abel Hall LLC’s Duke Energy DUK Stock Holding History

Abel Hall LLC’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 		$612K Buy
4,832
+1,231
+34% +$155K 0.11% 179
2026
Q1 		$472K Buy
3,601
+1,659
+85% +$207K 0.1% 213
2025
Q4 		$228K Buy
1,942
+15
+0.8% +$1.83K 0.05% 478
2025
Q3 		$238K Buy
1,927
+6
+0.3% +$728 0.1% 228
2025
Q2 		$227K Sell
1,921
-387
-17% -$45.7K 0.1% 212
2025
Q1 		$282K Buy
+2,308
New +$263K 0.17% 110

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Abel Hall LLC's DUK Position: Q2 2026 in Review

Abel Hall LLC increased its Duke Energy (DUK) stake by 34% in Q2 2026, buying an estimated $155K and bringing the position to 4,832 shares worth $612K. The position accounts for 0.11% of the portfolio, ranked #179.

Abel Hall LLC first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 979 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Abel Hall LLC held 4,832 shares of Duke Energy worth $612K as of Q2 2026.
  • Abel Hall LLC bought 1,231 Duke Energy shares in Q2 2026, an estimated $155K.
  • Duke Energy made up 0.11% of Abel Hall LLC's portfolio in Q2 2026, its #179 holding.
  • Abel Hall LLC first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 979 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.