BCGM Wealth Management
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
Q3 		$484K Sell
4,249
-1,375
-24% -$168K 0.1% 119
2026
Q2 		$712K Buy
5,624
+261
+5% +$32.9K 0.15% 103
2026
Q1 		$702K Buy
5,363
+10
+0.2% +$1.25K 0.18% 97
2025
Q4 		$627K Buy
5,353
+12
+0.2% +$1.46K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

BCGM Wealth Management's DUK Position: Q3 2026 in Review

BCGM Wealth Management reduced its Duke Energy (DUK) stake by 24% in Q3 2026, selling an estimated $168K and leaving 4,249 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #119.

BCGM Wealth Management first reported a position in DUK in Q4 2020 and has held it in 24 quarters since. The position peaked at $712K in Q2 2026. 1,806 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • BCGM Wealth Management held 4,249 shares of Duke Energy worth $484K as of Q3 2026.
  • BCGM Wealth Management sold 1,375 Duke Energy shares in Q3 2026, an estimated $168K.
  • Duke Energy made up 0.1% of BCGM Wealth Management's portfolio in Q3 2026, its #119 holding.
  • BCGM Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 24 quarters since.
  • BCGM Wealth Management's Duke Energy position peaked at $712K in Q2 2026.
  • 1,806 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.