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 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

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Apricus Wealth's DUK Position: Q2 2026 in Review

Apricus Wealth increased its Duke Energy (DUK) stake by 0.67% in Q2 2026, buying an estimated $18.9K and bringing the position to 22,386 shares worth $2.83M. The position accounts for 1.35% of the portfolio, ranked #35.

Apricus Wealth first reported a position in DUK in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.91M in Q1 2026. 864 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Apricus Wealth held 22,386 shares of Duke Energy worth $2.83M as of Q2 2026.
Apricus Wealth bought 150 Duke Energy shares in Q2 2026, an estimated $18.9K.
Duke Energy made up 1.35% of Apricus Wealth's portfolio in Q2 2026, its #35 holding.
Apricus Wealth first reported a position in Duke Energy in Q4 2021 and has held it in 13 quarters since.
Apricus Wealth's Duke Energy position peaked at $2.91M in Q1 2026.
864 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Apricus Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.