Ameliora Wealth Management’s Duke Energy DUK Stock Holding History

Ameliora 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	$6.33K	Hold	50	–	–	﹤0.01%	221
2026 Q1	$6.55K	Hold	50	–	–	﹤0.01%	222
2025 Q4	$5.86K	Hold	50	–	–	﹤0.01%	219
2025 Q3	$6.19K	Hold	50	–	–	﹤0.01%	214
2025 Q2	$5.9K	Hold	50	–	–	﹤0.01%	203
2025 Q1	$6.1K	Hold	50	–	–	﹤0.01%	223
2024 Q4	$5.39K	Hold	50	–	–	﹤0.01%	223
2024 Q3	$5.76K	Sell	50 -300	-86%	-$33.4K	﹤0.01%	149
2024 Q2	$35.1K	Sell	350 -460	-57%	-$46K	0.02%	130
2024 Q1	$78.3K	Sell	810 -21	-3%	-$1.99K	0.04%	120
2023 Q4	$80.6K	Sell	831 -110	-12%	-$10K	0.04%	103
2023 Q3	$83.1K	Buy	941 +591	+169%	+$54.2K	0.05%	103
2023 Q2	$31.4K	Hold	350	–	–	0.02%	141
2023 Q1	$33.8K	Hold	350	–	–	0.02%	150
2022 Q4	$36K	Hold	350	–	–	0.02%	163
2022 Q3	$30K	Buy	+350	New	+$37.6K	0.02%	163

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

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

Ameliora Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 50 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Ameliora Wealth Management first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $83.1K in Q3 2023. 817 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Ameliora Wealth Management held 50 shares of Duke Energy worth $6.33K as of Q2 2026.
Ameliora Wealth Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up ﹤0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #221 holding.
Ameliora Wealth Management first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Duke Energy position peaked at $83.1K in Q3 2023.
817 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.