AWM
DUK icon

Absher Wealth Management’s Duke Energy DUK Stock Holding History

Absher 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
Q1 		$478K Buy
3,648
+81
+2% +$10.1K 0.06% 58
2025
Q4 		$418K Sell
3,567
-122
-3% -$14.9K 0.05% 59
2025
Q3 		$457K Hold
3,689
– – 0.05% 61
2025
Q2 		$435K Sell
3,689
-80
-2% -$9.44K 0.05% 56
2025
Q1 		$460K Buy
3,769
+58
+2% +$6.61K 0.06% 55
2024
Q4 		$400K Sell
3,711
-1
-0% -$113 0.05% 57
2024
Q3 		$428K Buy
3,712
+1,152
+45% +$128K 0.06% 56
2024
Q2 		$257K Sell
2,560
-55
-2% -$5.5K 0.04% 58
2024
Q1 		$253K Sell
2,615
-207
-7% -$19.6K 0.04% 56
2023
Q4 		$274K Buy
2,822
+312
+12% +$28.4K 0.04% 53
2023
Q3 		$222K Buy
2,510
+164
+7% +$15K 0.04% 55
2023
Q2 		$211K Buy
+2,346
New +$221K 0.03% 54
2023
Q1 		– Sell
-2,042
Closed -$210K – 54
2022
Q4 		$210K Buy
+2,042
New +$196K 0.04% 49
2022
Q1 		– Sell
-1,992
Closed -$209K – 55
2021
Q4 		$209K Sell
1,992
-834
-30% -$84.5K 0.04% 57
2021
Q3 		$276K Sell
2,826
-3,706
-57% -$384K 0.05% 57
2021
Q2 		$645K Buy
6,532
+1,103
+20% +$111K 0.11% 46
2021
Q1 		$524K Buy
5,429
+978
+22% +$89.3K 0.1% 47
2020
Q4 		$408K Sell
4,451
-184
-4% -$17K 0.09% 53
2020
Q3 		$410K Sell
4,635
-587
-11% -$48.4K 0.1% 51
2020
Q2 		$417K Sell
5,222
-1,267
-20% -$107K 0.11% 48
2020
Q1 		$525K Buy
6,489
+1,235
+24% +$113K 0.16% 41
2019
Q4 		$506K Buy
+5,254
New +$482K 0.13% 43

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Absher Wealth Management's DUK Position: Q1 2026 in Review

Absher Wealth Management increased its Duke Energy (DUK) stake by 2.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 3,648 shares worth $478K. The position accounts for 0.06% of the portfolio, ranked #58.

Absher Wealth Management first reported a position in DUK in Q4 2019 and has held it in 22 quarters since. The position peaked at $645K in Q2 2021. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Absher Wealth Management held 3,648 shares of Duke Energy worth $478K as of Q1 2026.
  • Absher Wealth Management bought 81 Duke Energy shares in Q1 2026, an estimated $10.1K.
  • Duke Energy made up 0.06% of Absher Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Absher Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 22 quarters since.
  • Absher Wealth Management's Duke Energy position peaked at $645K in Q2 2021.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Absher Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.