AWM
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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
Q2 		$547K Buy
4,321
+762
+21% +$96.1K 0.1% 101
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 $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 $3.38T AUM 44.17% 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

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

Adams Wealth Management increased its Duke Energy (DUK) stake by 21% in Q2 2026, buying an estimated $96.1K and bringing the position to 4,321 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #101.

Adams Wealth Management first reported a position in DUK in Q3 2020 and has held it in 6 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Adams Wealth Management held 4,321 shares of Duke Energy worth $547K as of Q2 2026.
  • Adams Wealth Management bought 762 Duke Energy shares in Q2 2026, an estimated $96.1K.
  • Duke Energy made up 0.1% of Adams Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Adams Wealth Management first reported a position in Duke Energy in Q3 2020 and has held it in 6 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.