BCM Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.32M | Sell |
56,072
-23
| -0% | -$2.9K | 1.42% | 13 |
|
|
2026
Q1 | $7.15M | Buy |
56,095
+9
| +0% | +$1.13K | 1.41% | 12 |
|
|
2025
Q4 | $6.59M | Sell |
56,086
-280
| -0.5% | -$34.2K | 1.26% | 15 |
|
|
2025
Q3 | $7.08M | Sell |
56,366
-4,000
| -7% | -$485K | 1.43% | 11 |
|
|
2025
Q2 | $7.21M | Hold |
60,366
| – | – | 1.54% | 10 |
|
|
2025
Q1 | $7.34M | Hold |
60,366
| – | – | 1.66% | 9 |
|
|
2024
Q4 | $6.87M | Buy |
60,366
+46
| +0.1% | +$5.21K | 1.54% | 9 |
|
|
2024
Q3 | $6.79M | Sell |
60,320
-272
| -0.4% | -$30.3K | 1.56% | 9 |
|
|
2024
Q2 | $6.82M | Buy |
60,592
+64
| +0.1% | +$6.4K | 1.62% | 9 |
|
|
2024
Q1 | $5.99M | Buy |
60,528
+90
| +0.1% | +$8.54K | 1.52% | 11 |
|
|
2023
Q4 | $5.77M | Hold |
60,438
| – | – | 1.52% | 11 |
|
|
2023
Q3 | $5.34M | Sell |
60,438
-400
| -0.7% | -$36.7K | 1.58% | 12 |
|
|
2023
Q2 | $5.68M | Hold |
60,838
| – | – | 1.52% | 12 |
|
|
2023
Q1 | $6.03M | Hold |
60,838
| – | – | 1.63% | 12 |
|
|
2022
Q4 | $6.22M | Buy |
60,838
+1
| +0% | +$96 | 1.72% | 10 |
|
|
2022
Q3 | $5.72M | Buy |
60,837
+200
| +0.3% | +$21.5K | 1.68% | 12 |
|
|
2022
Q2 | $6.43M | Buy |
60,637
+200
| +0.3% | +$22K | 1.77% | 9 |
|
|
2022
Q1 | $6.88M | Sell |
60,437
-1,193
| -2% | -$124K | 1.82% | 7 |
|
|
2021
Q4 | $6.47M | Sell |
61,630
-1,193
| -2% | -$121K | 1.67% | 7 |
|
|
2021
Q3 | $6.27M | Sell |
62,823
-1
| -0% | -$104 | 1.68% | 7 |
|
|
2021
Q2 | $6.53M | Sell |
62,824
-372
| -0.6% | -$37.4K | 1.77% | 7 |
|
|
2021
Q1 | $6.31M | Hold |
63,196
| – | – | 1.91% | 7 |
|
|
2020
Q4 | $5.79M | Sell |
63,196
-282
| -0.4% | -$26.1K | 1.9% | 8 |
|
|
2020
Q3 | $5.78M | Hold |
63,478
| – | – | 2.13% | 8 |
|
|
2020
Q2 | $5.07M | Sell |
63,478
-2,009
| -3% | -$170K | 2.13% | 7 |
|
|
2020
Q1 | $5.3M | Sell |
65,487
-3,173
| -5% | -$291K | 2.55% | 8 |
|
|
2019
Q4 | $6.26M | Sell |
68,660
-50
| -0.1% | -$4.58K | 2.28% | 10 |
|
|
2019
Q3 | $6.59M | Buy |
68,710
+125
| +0.2% | +$11.4K | 2.84% | 7 |
|
|
2019
Q2 | $6.05M | Hold |
68,585
| – | – | 2.77% | 7 |
|
|
2019
Q1 | $6.17M | Hold |
68,585
| – | – | 2.92% | 6 |
|
|
2018
Q4 | $5.92M | Sell |
68,585
-342
| -0.5% | -$29.1K | 3.01% | 5 |
|
|
2018
Q3 | $5.51M | Sell |
68,927
-403
| -0.6% | -$32.6K | 2.89% | 7 |
|
|
2018
Q2 | $5.48M | Buy |
69,330
+250
| +0.4% | +$19.2K | 3.03% | 7 |
|
|
2018
Q1 | $5.35M | Buy |
+69,080
| New | +$5.34M | 3.17% | 7 |
|
|
2017
Q1 | – | Sell |
-68,630
| Closed | -$5.33M | – | 51 |
|
|
2016
Q4 | $5.33M | Buy |
+68,630
| New | +$5.26M | 3.52% | 6 |
|
Other funds holding DUK
SP
COPPSERS
BCWM
MF
BCM Advisors's DUK Position: Q2 2026 in Review
BCM Advisors reduced its Duke Energy (DUK) stake by 0.04% in Q2 2026, selling an estimated $2.9K and leaving 56,072 shares worth $7.32M. The position accounts for 1.42% of the portfolio, ranked #13.
BCM Advisors first reported a position in DUK in Q4 2016 and has held it in 35 quarters since. The position peaked at $7.34M in Q1 2025. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- BCM Advisors held 56,072 shares of Duke Energy worth $7.32M as of Q2 2026.
- BCM Advisors sold 23 Duke Energy shares in Q2 2026, an estimated $2.9K.
- Duke Energy made up 1.42% of BCM Advisors's portfolio in Q2 2026, its #13 holding.
- BCM Advisors first reported a position in Duke Energy in Q4 2016 and has held it in 35 quarters since.
- BCM Advisors's Duke Energy position peaked at $7.34M in Q1 2025.
- 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.