Bellars Harris Wealth Management, LLC’s Duke Energy DUK Stock Holding History

Bellars Harris Wealth Management, LLC’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	$9.33M	Buy	+73,740	New	+$9.3M	1.9%	15

Other funds holding DUK

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Bellars Harris Wealth Management, LLC's DUK Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Duke Energy (DUK) in Q2 2026: 73,740 shares worth $9.33M. The stake represents 1.9% of the portfolio and ranks #15 among its holdings.

1,515 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Bellars Harris Wealth Management, LLC held 73,740 shares of Duke Energy worth $9.33M as of Q2 2026.
Duke Energy was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Duke Energy made up 1.9% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #15 holding.
1,515 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.