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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
Q3 		$1.94M Buy
16,768
+1,183
+8% +$145K 0.02% 285
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

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Apella Capital's DUK Position: Q3 2026 in Review

Apella Capital increased its Duke Energy (DUK) stake by 7.6% in Q3 2026, buying an estimated $145K and bringing the position to 16,768 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #285.

Apella Capital first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2M in Q2 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Apella Capital held 16,768 shares of Duke Energy worth $1.94M as of Q3 2026.
  • Apella Capital bought 1,183 Duke Energy shares in Q3 2026, an estimated $145K.
  • Duke Energy made up 0.02% of Apella Capital's portfolio in Q3 2026, its #285 holding.
  • Apella Capital first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Apella Capital's Duke Energy position peaked at $2M in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.