Apricus Wealth
DUK icon

Apricus Wealth’s Duke Energy DUK Stock Holding History

Apricus Wealth’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 		$2.77M Buy
24,286
+1,900
+8% +$233K 1.25% 37
2026
Q2 		$2.83M Buy
22,386
+150
+0.7% +$18.9K 1.35% 35
2026
Q1 		$2.91M Sell
22,236
-135
-0.6% -$16.9K 1.42% 36
2025
Q4 		$2.62M Buy
22,371
+460
+2% +$56.2K 1.34% 37
2025
Q3 		$2.71M Buy
21,911
+200
+0.9% +$24.3K 1.46% 37
2025
Q2 		$2.56M Buy
21,711
+1,060
+5% +$125K 1.49% 35
2025
Q1 		$2.52M Buy
20,651
+615
+3% +$70.1K 1.5% 35
2024
Q4 		$2.16M Buy
20,036
+150
+0.8% +$17K 1.4% 33
2024
Q3 		$2.29M Buy
19,886
+983
+5% +$109K 1.51% 32
2024
Q2 		$1.89M Buy
18,903
+509
+3% +$50.9K 1.35% 35
2024
Q1 		$1.78M Buy
18,394
+2,966
+19% +$281K 1.25% 36
2023
Q4 		$1.5M Buy
+15,428
New +$1.4M 1.14% 38
2022
Q2 		– Sell
-1,920
Closed -$222K – 85
2022
Q1 		$222K Sell
1,920
-494
-20% -$51.3K 0.18% 81
2021
Q4 		$253K Buy
+2,414
New +$245K 0.23% 75

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Apricus Wealth's DUK Position: Q3 2026 in Review

Apricus Wealth increased its Duke Energy (DUK) stake by 8.5% in Q3 2026, buying an estimated $233K and bringing the position to 24,286 shares worth $2.77M. The position accounts for 1.25% of the portfolio, ranked #37.

Apricus Wealth first reported a position in DUK in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.91M in Q1 2026. 1,025 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Apricus Wealth held 24,286 shares of Duke Energy worth $2.77M as of Q3 2026.
  • Apricus Wealth bought 1,900 Duke Energy shares in Q3 2026, an estimated $233K.
  • Duke Energy made up 1.25% of Apricus Wealth's portfolio in Q3 2026, its #37 holding.
  • Apricus Wealth first reported a position in Duke Energy in Q4 2021 and has held it in 14 quarters since.
  • Apricus Wealth's Duke Energy position peaked at $2.91M in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.