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Acropolis Investment Management’s Duke Energy DUK Stock Holding History

Acropolis Investment 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
2025
Q2 		– Sell
-932
Closed -$114K – 262
2025
Q1 		$114K Buy
+932
New +$106K 0.01% 289
2023
Q2 		– Sell
-1,925
Closed -$186K – 256
2023
Q1 		$186K Hold
1,925
– – 0.02% 202
2022
Q4 		$198K Buy
+1,925
New +$185K 0.02% 190

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Acropolis Investment Management's DUK Position: Q2 2025 in Review

Acropolis Investment Management sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 932 shares — an estimated $114K sold.

Acropolis Investment Management first reported a position in DUK in Q4 2022 and held it in 3 quarters. The position peaked at $198K in Q4 2022. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Acropolis Investment Management reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Acropolis Investment Management sold 932 Duke Energy shares in Q2 2025, an estimated $114K.
  • Acropolis Investment Management first reported a position in Duke Energy in Q4 2022 and held it in 3 quarters.
  • Acropolis Investment Management's Duke Energy position peaked at $198K in Q4 2022.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Acropolis Investment Management's 13F filing for Q2 2025, filed 14 Jul 2025.