APW
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Acima Private Wealth’s Duke Energy DUK Stock Holding History

Acima Private Wealth’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 		$13.9K Hold
110
– – ﹤0.01% 159
2026
Q1 		$14.4K Hold
110
– – ﹤0.01% 158
2025
Q4 		$12.9K Hold
110
– – ﹤0.01% 158
2025
Q3 		$13.6K Hold
110
– – ﹤0.01% 161
2025
Q2 		$13K Sell
110
-258
-70% -$30.4K ﹤0.01% 165
2025
Q1 		$44.9K Hold
368
– – 0.02% 151
2024
Q4 		$39.6K Hold
368
– – 0.01% 156
2024
Q3 		$42.4K Hold
368
– – 0.01% 156
2024
Q2 		$36.9K Hold
368
– – 0.01% 156
2024
Q1 		$35.6K Hold
368
– – 0.01% 161
2023
Q4 		$35.7K Hold
368
– – 0.01% 170
2023
Q3 		$32.5K Hold
368
– – 0.01% 171
2023
Q2 		$33K Sell
368
-50
-12% -$4.72K 0.02% 176
2023
Q1 		$40.3K Buy
418
+50
+14% +$4.94K 0.02% 175
2022
Q4 		$37.9K Hold
368
– – 0.02% 166
2022
Q3 		$34.2K Hold
368
– – 0.02% 168
2022
Q2 		$39.5K Hold
368
– – 0.02% 167
2022
Q1 		$41K Hold
368
– – 0.02% 177
2021
Q4 		$39K Hold
368
– – 0.02% 180
2021
Q3 		$36K Hold
368
– – 0.02% 172
2021
Q2 		$36K Hold
368
– – 0.02% 167
2021
Q1 		$36K Hold
368
– – 0.02% 166
2020
Q4 		$34K Hold
368
– – 0.02% 169
2020
Q3 		$33K Hold
368
– – 0.02% 164
2020
Q2 		$29K Hold
368
– – 0.02% 181
2020
Q1 		$30K Hold
368
– – 0.02% 180
2019
Q4 		$34K Buy
+368
New +$33.7K 0.02% 204

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Acima Private Wealth's DUK Position: Q2 2026 in Review

Acima Private Wealth held its Duke Energy (DUK) position steady in Q2 2026 at 110 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Acima Private Wealth first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $44.9K in Q1 2025. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Acima Private Wealth held 110 shares of Duke Energy worth $13.9K as of Q2 2026.
  • Acima Private Wealth left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of Acima Private Wealth's portfolio in Q2 2026, its #159 holding.
  • Acima Private Wealth first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Acima Private Wealth's Duke Energy position peaked at $44.9K in Q1 2025.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.