Accel Wealth Management
DUK icon

Accel Wealth Management’s Duke Energy DUK Stock Holding History

Accel 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
Q3 		$349K Sell
3,062
-241
-7% -$29.5K 0.08% 192
2026
Q2 		$418K Sell
3,303
-469
-12% -$59.2K 0.09% 177
2026
Q1 		$494K Buy
3,772
+299
+9% +$37.4K 0.13% 153
2025
Q4 		$407K Sell
3,473
-2
-0.1% -$244 0.11% 173
2025
Q3 		$430K Buy
3,475
+233
+7% +$28.3K 0.13% 166
2025
Q2 		$383K Buy
3,242
+445
+16% +$52.5K 0.13% 167
2025
Q1 		$341K Sell
2,797
-263
-9% -$30K 0.12% 173
2024
Q4 		$330K Sell
3,060
-722
-19% -$81.8K 0.13% 173
2024
Q3 		$436K Sell
3,782
-76
-2% -$8.46K 0.16% 140
2024
Q2 		$387K Buy
3,858
+165
+4% +$16.5K 0.15% 141
2024
Q1 		$357K Sell
3,693
-25
-0.7% -$2.37K 0.15% 140
2023
Q4 		$361K Sell
3,718
-16
-0.4% -$1.46K 0.18% 124
2023
Q3 		$330K Sell
3,734
-289
-7% -$26.5K 0.18% 116
2023
Q2 		$361K Buy
4,023
+3
+0.1% +$283 0.2% 112
2023
Q1 		$388K Buy
4,020
+31
+0.8% +$3.06K 0.16% 138
2022
Q4 		$411K Sell
3,989
-41
-1% -$3.94K 0.2% 98
2022
Q3 		$391K Buy
4,030
+47
+1% +$5.05K 0.21% 101
2022
Q2 		$428K Buy
3,983
+31
+0.8% +$3.41K 0.25% 87
2022
Q1 		$446K Buy
3,952
+29
+0.7% +$3.01K 0.23% 88
2021
Q4 		$412K Buy
3,923
+217
+6% +$22K 0.2% 89
2021
Q3 		$362K Sell
3,706
-32
-0.9% -$3.31K 0.23% 78
2021
Q2 		$369K Sell
3,738
-673
-15% -$67.6K 0.24% 79
2021
Q1 		$426K Sell
4,411
-32
-0.7% -$2.92K 0.35% 61
2020
Q4 		$407K Buy
+4,443
New +$411K 0.38% 58

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Accel Wealth Management's DUK Position: Q3 2026 in Review

Accel Wealth Management reduced its Duke Energy (DUK) stake by 7.3% in Q3 2026, selling an estimated $29.5K and leaving 3,062 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #192.

Accel Wealth Management first reported a position in DUK in Q4 2020 and has held it in 24 quarters since. The position peaked at $494K in Q1 2026. 1,434 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Accel Wealth Management held 3,062 shares of Duke Energy worth $349K as of Q3 2026.
  • Accel Wealth Management sold 241 Duke Energy shares in Q3 2026, an estimated $29.5K.
  • Duke Energy made up 0.08% of Accel Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Accel Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Duke Energy position peaked at $494K in Q1 2026.
  • 1,434 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.