XWM
DUK icon

Xcel Wealth Management’s Duke Energy DUK Stock Holding History

Xcel 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 		$388K Sell
3,066
-544
-15% -$68.6K 0.09% 119
2026
Q1 		$473K Sell
3,610
-27
-0.7% -$3.38K 0.13% 105
2025
Q4 		$426K Sell
3,637
-10
-0.3% -$1.22K 0.11% 109
2025
Q3 		$451K Hold
3,647
– – 0.12% 100
2025
Q2 		$430K Buy
3,647
+508
+16% +$59.9K 0.12% 99
2025
Q1 		$383K Hold
3,139
– – 0.12% 105
2024
Q4 		$338K Hold
3,139
– – 0.09% 104
2024
Q3 		$362K Buy
3,139
+22
+0.7% +$2.45K 0.11% 97
2024
Q2 		$312K Buy
3,117
+600
+24% +$60K 0.1% 99
2024
Q1 		$243K Buy
2,517
+300
+14% +$28.5K 0.08% 115
2023
Q4 		$215K Buy
+2,217
New +$202K 0.08% 107
2023
Q1 		– Sell
-2,019
Closed -$208K – 132
2022
Q4 		$208K Buy
+2,019
New +$194K 0.08% 125
2022
Q3 		– Sell
-2,019
Closed -$216K – 125
2022
Q2 		$216K Buy
2,019
+2
+0.1% +$220 0.08% 115
2022
Q1 		$225K Hold
2,017
– – 0.06% 129
2021
Q4 		$212K Buy
+2,017
New +$204K 0.05% 140
2021
Q1 		– Sell
-2,206
Closed -$201K – 130
2020
Q4 		$201K Buy
+2,206
New +$204K 0.09% 118

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Xcel Wealth Management reduced its Duke Energy (DUK) stake by 15% in Q2 2026, selling an estimated $68.6K and leaving 3,066 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #119.

Xcel Wealth Management first reported a position in DUK in Q4 2020 and has held it in 16 quarters since. The position peaked at $473K in Q1 2026. 979 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Xcel Wealth Management held 3,066 shares of Duke Energy worth $388K as of Q2 2026.
  • Xcel Wealth Management sold 544 Duke Energy shares in Q2 2026, an estimated $68.6K.
  • Duke Energy made up 0.09% of Xcel Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Xcel Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 16 quarters since.
  • Xcel Wealth Management's Duke Energy position peaked at $473K in Q1 2026.
  • 979 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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