AWM
DUK icon

AE Wealth Management’s Duke Energy DUK Stock Holding History

AE 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 		$5.36M Sell
40,966
-9,160
-18% -$1.15M 0.03% 402
2025
Q4 		$5.88M Buy
50,126
+1,058
+2% +$129K 0.03% 369
2025
Q3 		$6.07M Buy
49,068
+16,772
+52% +$2.04M 0.04% 346
2025
Q2 		$3.81M Buy
32,296
+2,279
+8% +$269K 0.03% 406
2025
Q1 		$3.66M Buy
30,017
+1,346
+5% +$153K 0.03% 404
2024
Q4 		$3.09M Buy
28,671
+164
+0.6% +$18.6K 0.03% 442
2024
Q3 		$3.29M Sell
28,507
-11,664
-29% -$1.3M 0.03% 420
2024
Q2 		$4.03M Buy
40,171
+5,957
+17% +$596K 0.04% 376
2024
Q1 		$3.31M Sell
34,214
-126,627
-79% -$12M 0.04% 381
2023
Q4 		$15.4M Buy
160,841
+23,650
+17% +$2.15M 0.08% 290
2023
Q3 		$12.1M Sell
137,191
-5,161
-4% -$473K 0.07% 331
2023
Q2 		$12.8M Sell
142,352
-14,994
-10% -$1.42M 0.08% 316
2023
Q1 		$15.2M Buy
157,346
+7,879
+5% +$778K 0.1% 249
2022
Q4 		$15.4M Buy
149,467
+16,396
+12% +$1.57M 0.11% 214
2022
Q3 		$12.4M Buy
133,071
+5,833
+5% +$626K 0.1% 220
2022
Q2 		$13.6M Buy
127,238
+10,110
+9% +$1.11M 0.11% 204
2022
Q1 		$13.1M Buy
117,128
+5,991
+5% +$622K 0.09% 233
2021
Q4 		$11.7M Buy
111,137
+3,691
+3% +$374K 0.08% 236
2021
Q3 		$10.5M Buy
107,446
+8,580
+9% +$888K 0.09% 232
2021
Q2 		$9.76M Buy
98,866
+13,183
+15% +$1.32M 0.09% 226
2021
Q1 		$8.27M Sell
85,683
-32,381
-27% -$2.96M 0.08% 234
2020
Q4 		$10.8M Sell
118,064
-8,498
-7% -$786K 0.12% 170
2020
Q3 		$11.2M Buy
126,562
+1,587
+1% +$131K 0.16% 131
2020
Q2 		$9.98M Buy
124,975
+119
+0.1% +$10.1K 0.15% 143
2020
Q1 		$10.1M Sell
124,856
-3,930
-3% -$361K 0.23% 87
2019
Q4 		$11.7M Buy
128,786
+9,512
+8% +$872K 0.25% 84
2019
Q3 		$11.4M Sell
119,274
-6,733
-5% -$613K 0.33% 61
2019
Q2 		$11.1M Buy
126,007
+41,584
+49% +$3.68M 0.33% 61
2019
Q1 		$7.6M Buy
84,423
+10,064
+14% +$887K 0.53% 45
2018
Q4 		$6.42M Sell
74,359
-15,757
-17% -$1.34M 1.1% 15
2018
Q3 		$7.21M Buy
90,116
+36,941
+69% +$2.99M 0.4% 50
2018
Q2 		$4.21M Buy
53,175
+25,434
+92% +$1.96M 0.29% 57
2018
Q1 		$2.15M Buy
27,741
+1,059
+4% +$81.9K 0.17% 90
2017
Q4 		$2.24M Sell
26,682
-10,999
-29% -$961K 0.2% 83
2017
Q3 		$3.16M Sell
37,681
-1,062
-3% -$90.9K 0.29% 59
2017
Q2 		$3.24M Buy
38,743
+9,485
+32% +$797K 0.39% 54
2017
Q1 		$2.4M Buy
29,258
+9,087
+45% +$722K 0.44% 44
2016
Q4 		$1.57M Buy
+20,171
New +$1.54M 0.63% 35

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

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

AE Wealth Management reduced its Duke Energy (DUK) stake by 18% in Q1 2026, selling an estimated $1.15M and leaving 40,966 shares worth $5.36M. The position accounts for 0.03% of the portfolio, ranked #402.

AE Wealth Management first reported a position in DUK in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.4M in Q4 2023. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • AE Wealth Management held 40,966 shares of Duke Energy worth $5.36M as of Q1 2026.
  • AE Wealth Management sold 9,160 Duke Energy shares in Q1 2026, an estimated $1.15M.
  • Duke Energy made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #402 holding.
  • AE Wealth Management first reported a position in Duke Energy in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Duke Energy position peaked at $15.4M in Q4 2023.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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