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Apollon Financial’s Duke Energy DUK Stock Holding History

Apollon Financial’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 		$3.64M Buy
28,780
+1,766
+7% +$223K 0.43% 62
2026
Q1 		$3.54M Buy
27,014
+649
+2% +$81.1K 0.49% 58
2025
Q4 		$3.09M Buy
26,365
+835
+3% +$102K 0.45% 59
2025
Q3 		$3.16M Buy
25,530
+226
+0.9% +$27.4K 0.53% 50
2025
Q2 		$2.99M Buy
25,304
+442
+2% +$52.2K 0.62% 43
2025
Q1 		$3.03M Sell
24,862
-498
-2% -$56.8K 0.71% 37
2024
Q4 		$2.73M Buy
+25,360
New +$2.87M 0.68% 35

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Apollon Financial's DUK Position: Q2 2026 in Review

Apollon Financial increased its Duke Energy (DUK) stake by 6.5% in Q2 2026, buying an estimated $223K and bringing the position to 28,780 shares worth $3.64M. The position accounts for 0.43% of the portfolio, ranked #62.

Apollon Financial first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Apollon Financial held 28,780 shares of Duke Energy worth $3.64M as of Q2 2026.
  • Apollon Financial bought 1,766 Duke Energy shares in Q2 2026, an estimated $223K.
  • Duke Energy made up 0.43% of Apollon Financial's portfolio in Q2 2026, its #62 holding.
  • Apollon Financial first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 879 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.