BWM
DUK icon

BCGM Wealth Management’s Duke Energy DUK Stock Holding History

BCGM 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 		$702K Buy
5,363
+10
+0.2% +$1.25K 0.18% 97
2025
Q4 		$627K Buy
5,353
+12
+0.2% +$1.47K 0.16% 102
2025
Q3 		$661K Buy
5,341
+10
+0.2% +$1.21K 0.17% 101
2025
Q2 		$629K Buy
5,331
+12
+0.2% +$1.42K 0.18% 94
2025
Q1 		$649K Sell
5,319
-323
-6% -$36.8K 0.2% 88
2024
Q4 		$608K Sell
5,642
-128
-2% -$14.5K 0.19% 88
2024
Q3 		$665K Buy
5,770
+10
+0.2% +$1.11K 0.22% 86
2024
Q2 		$577K Buy
5,760
+12
+0.2% +$1.2K 0.2% 88
2024
Q1 		$556K Buy
5,748
+486
+9% +$46.1K 0.2% 87
2023
Q4 		$511K Buy
5,262
+12
+0.2% +$1.09K 0.21% 78
2023
Q3 		$463K Hold
5,250
– – 0.21% 73
2023
Q2 		$471K Buy
5,250
+727
+16% +$68.6K 0.21% 72
2023
Q1 		$436K Sell
4,523
-702
-13% -$69.3K 0.22% 70
2022
Q4 		$538K Sell
5,225
-514
-9% -$49.3K 0.26% 65
2022
Q3 		$533K Buy
5,739
+63
+1% +$6.77K 0.27% 64
2022
Q2 		$624K Sell
5,676
-293
-5% -$32.2K 0.32% 62
2022
Q1 		$658K Buy
5,969
+314
+6% +$32.6K 0.36% 58
2021
Q4 		$593K Buy
5,655
+2,743
+94% +$278K 0.32% 59
2021
Q3 		$297K Buy
2,912
+483
+20% +$50K 0.17% 85
2021
Q2 		$255K Buy
2,429
+10
+0.4% +$1K 0.15% 90
2021
Q1 		$245K Sell
2,419
-72
-3% -$6.57K 0.17% 88
2020
Q4 		$224K Buy
+2,491
New +$230K 0.16% 89

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

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

BCGM Wealth Management increased its Duke Energy (DUK) stake by 0.19% in Q1 2026, buying an estimated $1.25K and bringing the position to 5,363 shares worth $702K. The position accounts for 0.18% of the portfolio, ranked #97.

BCGM Wealth Management first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • BCGM Wealth Management held 5,363 shares of Duke Energy worth $702K as of Q1 2026.
  • BCGM Wealth Management bought 10 Duke Energy shares in Q1 2026, an estimated $1.25K.
  • Duke Energy made up 0.18% of BCGM Wealth Management's portfolio in Q1 2026, its #97 holding.
  • BCGM Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.