AWM
DUK icon

Abound Wealth Management’s Duke Energy DUK Stock Holding History

Abound Wealth Management’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 		$27.4K Sell
216
-156
-42% -$19.7K 0.01% 322
2026
Q1 		$48.7K Buy
372
+92
+33% +$11.5K 0.01% 255
2025
Q4 		$32.9K Hold
280
– – 0.01% 280
2025
Q3 		$34.7K Sell
280
-10
-3% -$1.21K 0.01% 264
2025
Q2 		$34.2K Sell
290
-28
-9% -$3.3K 0.01% 256
2025
Q1 		$38.8K Sell
318
-336
-51% -$38.3K 0.01% 214
2024
Q4 		$70.5K Sell
654
-70
-10% -$7.93K 0.02% 143
2024
Q3 		$83.4K Buy
724
+378
+109% +$42.1K 0.03% 122
2024
Q2 		$34.7K Buy
346
+8
+2% +$800 0.01% 191
2024
Q1 		$32.7K Sell
338
-246
-42% -$23.3K 0.01% 188
2023
Q4 		$56.7K Buy
584
+12
+2% +$1.09K 0.02% 135
2023
Q3 		$50.5K Buy
572
+11
+2% +$1.01K 0.02% 132
2023
Q2 		$50.3K Buy
561
+21
+4% +$1.98K 0.02% 130
2023
Q1 		$52.1K Buy
540
+30
+6% +$2.96K 0.02% 122
2022
Q4 		$52.6K Buy
510
+41
+9% +$3.94K 0.03% 114
2022
Q3 		$43.6K Buy
+469
New +$50.4K 0.02% 127

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
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
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

Abound Wealth Management's DUK Position: Q2 2026 in Review

Abound Wealth Management reduced its Duke Energy (DUK) stake by 42% in Q2 2026, selling an estimated $19.7K and leaving 216 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #322.

Abound Wealth Management first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $83.4K in Q3 2024. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Abound Wealth Management held 216 shares of Duke Energy worth $27.4K as of Q2 2026.
  • Abound Wealth Management sold 156 Duke Energy shares in Q2 2026, an estimated $19.7K.
  • Duke Energy made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Abound Wealth Management first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Duke Energy position peaked at $83.4K in Q3 2024.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.