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Apella Capital’s Duke Energy DUK Stock Holding History

Apella Capital’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 		$2M Buy
15,585
+2,381
+18% +$300K 0.03% 262
2026
Q1 		$1.69M Buy
13,204
+7,693
+140% +$962K 0.03% 281
2025
Q4 		$646K Buy
5,511
+151
+3% +$18.4K 0.01% 321
2025
Q3 		$683K Buy
5,360
+141
+3% +$17.1K 0.02% 291
2025
Q2 		$612K Buy
5,219
+209
+4% +$24.7K 0.02% 273
2025
Q1 		$583K Sell
5,010
-47
-0.9% -$5.36K 0.02% 242
2024
Q4 		$545K Buy
5,057
+1,860
+58% +$211K 0.02% 222
2024
Q3 		$373K Buy
3,197
+45
+1% +$5.01K 0.02% 242
2024
Q2 		$318K Buy
3,152
+834
+36% +$83.4K 0.01% 253
2024
Q1 		$226K Sell
2,318
-362
-14% -$34.3K 0.01% 272
2023
Q4 		$264K Buy
2,680
+370
+16% +$33.7K 0.01% 251
2023
Q3 		$204K Buy
2,310
+20
+0.9% +$1.83K 0.01% 249
2023
Q2 		$206K Buy
+2,290
New +$216K 0.01% 244
2022
Q4 		$205K Buy
+1,988
New +$191K 0.02% 226

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Apella Capital's DUK Position: Q2 2026 in Review

Apella Capital increased its Duke Energy (DUK) stake by 18% in Q2 2026, buying an estimated $300K and bringing the position to 15,585 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #262.

Apella Capital first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 978 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Apella Capital held 15,585 shares of Duke Energy worth $2M as of Q2 2026.
  • Apella Capital bought 2,381 Duke Energy shares in Q2 2026, an estimated $300K.
  • Duke Energy made up 0.03% of Apella Capital's portfolio in Q2 2026, its #262 holding.
  • Apella Capital first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 978 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.