AWM
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
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

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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Accel Wealth Management reduced its Duke Energy (DUK) stake by 12% in Q2 2026, selling an estimated $59.2K and leaving 3,303 shares worth $418K. The position accounts for 0.09% of the portfolio, ranked #177.

Accel Wealth Management first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $494K in Q1 2026. 1,060 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Accel Wealth Management held 3,303 shares of Duke Energy worth $418K as of Q2 2026.
  • Accel Wealth Management sold 469 Duke Energy shares in Q2 2026, an estimated $59.2K.
  • Duke Energy made up 0.09% of Accel Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Accel Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Duke Energy position peaked at $494K in Q1 2026.
  • 1,060 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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