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
Q2 		$3.67M Sell
28,964
-2,949
-9% -$372K 0.06% 285
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Duke Energy (DUK) stake by 9.2% in Q2 2026, selling an estimated $372K and leaving 28,964 shares worth $3.67M. The position accounts for 0.06% of the portfolio, ranked #285.

Axxcess Wealth Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.4M in Q3 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Axxcess Wealth Management held 28,964 shares of Duke Energy worth $3.67M as of Q2 2026.
  • Axxcess Wealth Management sold 2,949 Duke Energy shares in Q2 2026, an estimated $372K.
  • Duke Energy made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Axxcess Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Duke Energy position peaked at $4.4M in Q3 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.