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

Axxcess 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
Q1 		$4.18M Sell
31,913
-3,669
-10% -$459K 0.13% 135
2025
Q4 		$4.17M Buy
35,582
+21
+0.1% +$2.56K 0.07% 242
2025
Q3 		$4.4M Buy
35,561
+2,701
+8% +$328K 0.09% 173
2025
Q2 		$3.88M Buy
32,860
+319
+1% +$37.6K 0.09% 177
2025
Q1 		$3.97M Buy
32,541
+287
+0.9% +$32.7K 0.11% 160
2024
Q4 		$3.48M Buy
32,254
+3,042
+10% +$345K 0.08% 177
2024
Q3 		$3.37M Sell
29,212
-298
-1% -$33.2K 0.08% 183
2024
Q2 		$2.96M Buy
29,510
+2,223
+8% +$222K 0.08% 192
2024
Q1 		$2.64M Sell
27,287
-720
-3% -$68.3K 0.07% 209
2023
Q4 		$2.72M Buy
28,007
+11,715
+72% +$1.07M 0.08% 200
2023
Q3 		$1.44M Buy
16,292
+5,502
+51% +$504K 0.05% 250
2023
Q2 		$968K Buy
10,790
+1,958
+22% +$185K 0.07% 235
2023
Q1 		$852K Sell
8,832
-39
-0.4% -$3.85K 0.06% 256
2022
Q4 		$914K Sell
8,871
-858
-9% -$82.4K 0.08% 238
2022
Q3 		$905K Sell
9,729
-2,730
-22% -$293K 0.09% 204
2022
Q2 		$1.33M Buy
12,459
+54
+0.4% +$5.94K 0.12% 152
2022
Q1 		$1.39M Sell
12,405
-581
-4% -$60.3K 0.11% 160
2021
Q4 		$1.36M Buy
+12,986
New +$1.32M 0.1% 163

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axxcess Wealth Management's DUK Position: Q1 2026 in Review

Axxcess Wealth Management reduced its Duke Energy (DUK) stake by 10% in Q1 2026, selling an estimated $459K and leaving 31,913 shares worth $4.18M. The position accounts for 0.13% of the portfolio, ranked #135.

Axxcess Wealth Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.4M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Axxcess Wealth Management held 31,913 shares of Duke Energy worth $4.18M as of Q1 2026.
  • Axxcess Wealth Management sold 3,669 Duke Energy shares in Q1 2026, an estimated $459K.
  • Duke Energy made up 0.13% of Axxcess Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Axxcess Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Duke Energy position peaked at $4.4M in Q3 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.