AWM
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Apollon Wealth Management’s Duke Energy DUK Stock Holding History

Apollon 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 		$6.28M Buy
49,600
+953
+2% +$120K 0.08% 215
2026
Q1 		$6.37M Buy
48,647
+4,121
+9% +$515K 0.1% 177
2025
Q4 		$5.22M Sell
44,526
-971
-2% -$119K 0.09% 196
2025
Q3 		$5.63M Buy
45,497
+2,956
+7% +$359K 0.1% 182
2025
Q2 		$5.02M Sell
42,541
-326
-0.8% -$38.5K 0.1% 180
2025
Q1 		$5.23M Buy
42,867
+1,327
+3% +$151K 0.12% 163
2024
Q4 		$4.48M Buy
41,540
+7,653
+23% +$867K 0.1% 177
2024
Q3 		$3.91M Sell
33,887
-419
-1% -$46.6K 0.11% 160
2024
Q2 		$3.44M Buy
34,306
+1,060
+3% +$106K 0.1% 175
2024
Q1 		$3.22M Sell
33,246
-7,842
-19% -$744K 0.1% 183
2023
Q4 		$3.99M Buy
41,088
+5,466
+15% +$497K 0.14% 144
2023
Q3 		$3.14M Buy
35,622
+2,545
+8% +$233K 0.16% 125
2023
Q2 		$2.97M Buy
33,077
+10,963
+50% +$1.03M 0.14% 151
2023
Q1 		$2.13M Sell
22,114
-5,306
-19% -$524K 0.13% 162
2022
Q4 		$2.82M Buy
27,420
+412
+2% +$39.5K 0.2% 107
2022
Q3 		$2.51M Sell
27,008
-373
-1% -$40.1K 0.21% 105
2022
Q2 		$2.94M Buy
27,381
+1,365
+5% +$150K 0.24% 87
2022
Q1 		$2.9M Sell
26,016
-1,193
-4% -$124K 0.21% 107
2021
Q4 		$2.85M Buy
27,209
+16,826
+162% +$1.71M 0.21% 108
2021
Q3 		$1.01M Buy
10,383
+1,750
+20% +$181K 0.14% 145
2021
Q2 		$852K Sell
8,633
-373
-4% -$37.5K 0.15% 126
2021
Q1 		$869K Buy
9,006
+4,738
+111% +$432K 0.17% 119
2020
Q4 		$391K Sell
4,268
-2,743
-39% -$254K 0.11% 136
2020
Q3 		$621K Buy
7,011
+2,071
+42% +$171K 0.28% 76
2020
Q2 		$395K Buy
4,940
+762
+18% +$64.4K 0.22% 63
2020
Q1 		$338K Buy
4,178
+846
+25% +$77.7K 0.35% 41
2019
Q4 		$304K Sell
3,332
-320
-9% -$29.3K 0.27% 51
2019
Q3 		$350K Sell
3,652
-523
-13% -$47.6K 0.37% 44
2019
Q2 		$368K Hold
4,175
– – 0.42% 35
2019
Q1 		$376K Buy
4,175
+819
+24% +$72.2K 0.5% 35
2018
Q4 		$295K Buy
+3,356
New +$286K 0.27% 39

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
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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Apollon Wealth Management increased its Duke Energy (DUK) stake by 2% in Q2 2026, buying an estimated $120K and bringing the position to 49,600 shares worth $6.28M. The position accounts for 0.08% of the portfolio, ranked #215.

Apollon Wealth Management first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.37M in Q1 2026. 765 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Apollon Wealth Management held 49,600 shares of Duke Energy worth $6.28M as of Q2 2026.
  • Apollon Wealth Management bought 953 Duke Energy shares in Q2 2026, an estimated $120K.
  • Duke Energy made up 0.08% of Apollon Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Apollon Wealth Management first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Apollon Wealth Management's Duke Energy position peaked at $6.37M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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