AIMA
DUK icon

Ables Iannone Moore & Associates’s Duke Energy DUK Stock Holding History

Ables Iannone Moore & Associates’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 		$838K Buy
6,623
+80
+1% +$10.1K 0.45% 38
2026
Q1 		$857K Buy
6,543
+279
+4% +$34.9K 0.51% 36
2025
Q4 		$734K Sell
6,264
-11
-0.2% -$1.34K 0.4% 43
2025
Q3 		$777K Sell
6,275
-245
-4% -$29.7K 0.45% 37
2025
Q2 		$769K Buy
6,520
+506
+8% +$59.7K 0.48% 37
2025
Q1 		$734K Sell
6,014
-299
-5% -$34.1K 0.5% 38
2024
Q4 		$680K Sell
6,313
-121
-2% -$13.7K 0.42% 40
2024
Q3 		$742K Sell
6,434
-718
-10% -$79.9K 0.48% 36
2024
Q2 		$717K Sell
7,152
-119
-2% -$11.9K 0.47% 34
2024
Q1 		$703K Sell
7,271
-166
-2% -$15.7K 0.5% 35
2023
Q4 		$722K Buy
+7,437
New +$676K 0.55% 33

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Ables Iannone Moore & Associates's DUK Position: Q2 2026 in Review

Ables Iannone Moore & Associates increased its Duke Energy (DUK) stake by 1.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 6,623 shares worth $838K. The position accounts for 0.45% of the portfolio, ranked #38.

Ables Iannone Moore & Associates first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $857K in Q1 2026. 508 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ables Iannone Moore & Associates held 6,623 shares of Duke Energy worth $838K as of Q2 2026.
  • Ables Iannone Moore & Associates bought 80 Duke Energy shares in Q2 2026, an estimated $10.1K.
  • Duke Energy made up 0.45% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #38 holding.
  • Ables Iannone Moore & Associates first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Ables Iannone Moore & Associates's Duke Energy position peaked at $857K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.