AWM
DUK icon

Activest Wealth Management’s Duke Energy DUK Stock Holding History

Activest 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 		$9.37K Sell
74
-179
-71% -$22.6K ﹤0.01% 594
2026
Q1 		$33.1K Buy
253
+190
+302% +$23.8K 0.01% 411
2025
Q4 		$7.38K Sell
63
-159
-72% -$19.4K ﹤0.01% 718
2025
Q3 		$27.5K Buy
222
+12
+6% +$1.46K 0.01% 329
2025
Q2 		$24.8K Sell
210
-2
-0.9% -$236 0.01% 290
2025
Q1 		$25.9K Buy
212
+105
+98% +$12K 0.01% 258
2024
Q4 		$11.5K Buy
107
+7
+7% +$793 ﹤0.01% 305
2024
Q3 		$11.5K Buy
+100
New +$11.1K ﹤0.01% 310
2024
Q1 		– Sell
-200
Closed -$19K – 382
2023
Q4 		$19.4K Buy
+200
New +$18.2K 0.01% 151
2023
Q1 		– Sell
-1,375
Closed -$142K – 378
2022
Q4 		$142K Hold
1,375
– – 0.04% 110
2022
Q3 		$128K Buy
+1,375
New +$148K 0.04% 114

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

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

Activest Wealth Management reduced its Duke Energy (DUK) stake by 71% in Q2 2026, selling an estimated $22.6K and leaving 74 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Activest Wealth Management first reported a position in DUK in Q3 2022 and has held it in 11 quarters since. The position peaked at $142K in Q4 2022. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Activest Wealth Management held 74 shares of Duke Energy worth $9.37K as of Q2 2026.
  • Activest Wealth Management sold 179 Duke Energy shares in Q2 2026, an estimated $22.6K.
  • Duke Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Activest Wealth Management first reported a position in Duke Energy in Q3 2022 and has held it in 11 quarters since.
  • Activest Wealth Management's Duke Energy position peaked at $142K in Q4 2022.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.