AWM
DUK icon

Adams Wealth Management’s Duke Energy DUK Stock Holding History

Adams 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
Q1 		$466K Buy
3,559
+582
+20% +$72.8K 0.1% 98
2025
Q4 		$349K Buy
2,977
+112
+4% +$13.7K 0.07% 120
2025
Q3 		$355K Sell
2,865
-458
-14% -$55.6K 0.08% 118
2025
Q2 		$392K Buy
+3,323
New +$392K 0.07% 110
2020
Q4 		– Sell
-84
Closed -$7K – 146
2020
Q3 		$7K Buy
+84
New +$6.92K 0.01% 206

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adams Wealth Management's DUK Position: Q1 2026 in Review

Adams Wealth Management increased its Duke Energy (DUK) stake by 20% in Q1 2026, buying an estimated $72.8K and bringing the position to 3,559 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #98.

Adams Wealth Management first reported a position in DUK in Q3 2020 and has held it in 5 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Adams Wealth Management held 3,559 shares of Duke Energy worth $466K as of Q1 2026.
  • Adams Wealth Management bought 582 Duke Energy shares in Q1 2026, an estimated $72.8K.
  • Duke Energy made up 0.1% of Adams Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Adams Wealth Management first reported a position in Duke Energy in Q3 2020 and has held it in 5 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.