AWM
DUK icon

Accurate Wealth Management’s Duke Energy DUK Stock Holding History

Accurate 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 		$724K Buy
5,772
+543
+10% +$68.5K 0.07% 274
2026
Q1 		$690K Buy
5,229
+556
+12% +$69.5K 0.08% 252
2025
Q4 		$546K Buy
4,673
+260
+6% +$31.7K 0.07% 287
2025
Q3 		$564K Sell
4,413
-50
-1% -$6.07K 0.08% 271
2025
Q2 		$527K Buy
4,463
+104
+2% +$12.3K 0.08% 253
2025
Q1 		$518K Sell
4,359
-75
-2% -$8.55K 0.1% 202
2024
Q4 		$469K Buy
4,434
+58
+1% +$6.57K 0.09% 210
2024
Q3 		$513K Buy
4,376
+262
+6% +$29.2K 0.1% 192
2024
Q2 		$433K Sell
4,114
-286
-7% -$28.6K 0.1% 182
2024
Q1 		$432K Sell
4,400
-277
-6% -$26.3K 0.13% 162
2023
Q4 		$454K Sell
4,677
-329
-7% -$29.9K 0.14% 147
2023
Q3 		$445K Buy
5,006
+368
+8% +$33.7K 0.14% 147
2023
Q2 		$431K Sell
4,638
-409
-8% -$38.6K 0.13% 154
2023
Q1 		$500K Sell
5,047
-397
-7% -$39.2K 0.17% 135
2022
Q4 		$574K Buy
5,444
+2,587
+91% +$248K 0.21% 90
2022
Q3 		$255K Sell
2,857
-2,166
-43% -$233K 0.11% 151
2022
Q2 		$538K Sell
5,023
-238
-5% -$26.2K 0.29% 72
2022
Q1 		$587K Buy
5,261
+173
+3% +$18K 0.26% 79
2021
Q4 		$532K Buy
5,088
+13
+0.3% +$1.32K 0.43% 60
2021
Q3 		$499K Buy
5,075
+68
+1% +$7.04K 0.43% 63
2021
Q2 		$494K Buy
+5,007
New +$503K 0.43% 57

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 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Accurate Wealth Management increased its Duke Energy (DUK) stake by 10% in Q2 2026, buying an estimated $68.5K and bringing the position to 5,772 shares worth $724K. The position accounts for 0.07% of the portfolio, ranked #274.

Accurate Wealth Management first reported a position in DUK in Q2 2021 and has held it in 21 quarters since. 905 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Accurate Wealth Management held 5,772 shares of Duke Energy worth $724K as of Q2 2026.
  • Accurate Wealth Management bought 543 Duke Energy shares in Q2 2026, an estimated $68.5K.
  • Duke Energy made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Accurate Wealth Management first reported a position in Duke Energy in Q2 2021 and has held it in 21 quarters since.
  • 905 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.