Aprio Wealth Management’s Duke Energy DUK Stock Holding History

Aprio 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	$1.03M	Sell	8,130 -57	-0.7%	-$7.19K	0.05%	230
2026 Q1	$1.07M	Buy	8,187 +627	+8%	+$78.4K	0.06%	194
2025 Q4	$886K	Buy	7,560 +951	+14%	+$116K	0.05%	217
2025 Q3	$818K	Buy	6,609 +1,140	+21%	+$138K	0.08%	145
2025 Q2	$645K	Buy	5,469 +1,001	+22%	+$118K	0.07%	159
2025 Q1	$545K	Buy	4,468 +686	+18%	+$78.2K	0.07%	167
2024 Q4	$407K	Buy	3,782 +1,448	+62%	+$164K	0.06%	162
2024 Q3	$269K	Sell	2,334 -362	-13%	-$40.3K	0.04%	216
2024 Q2	$270K	Buy	+2,696	New	+$270K	0.05%	186

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

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

Aprio Wealth Management reduced its Duke Energy (DUK) stake by 0.7% in Q2 2026, selling an estimated $7.19K and leaving 8,130 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #230.

Aprio Wealth Management first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Aprio Wealth Management held 8,130 shares of Duke Energy worth $1.03M as of Q2 2026.
Aprio Wealth Management sold 57 Duke Energy shares in Q2 2026, an estimated $7.19K.
Duke Energy made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #230 holding.
Aprio Wealth Management first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Aprio Wealth Management's Duke Energy position peaked at $1.07M in Q1 2026.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.