BCS Private Wealth Management’s Duke Energy DUK Stock Holding History

BCS Private 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	$1.13M	Sell	8,898 -793	-8%	-$100K	0.34%	59
2026 Q1	$1.27M	Buy	9,691 +486	+5%	+$60.8K	0.39%	57
2025 Q4	$1.08M	Buy	9,205 +160	+2%	+$19.5K	0.37%	53
2025 Q3	$1.12M	Buy	9,045 +75	+0.8%	+$9.1K	0.4%	51
2025 Q2	$1.06M	Buy	+8,970	New	+$1.06M	0.4%	48

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BCS Private Wealth Management's DUK Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Duke Energy (DUK) stake by 8.2% in Q2 2026, selling an estimated $100K and leaving 8,898 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #59.

BCS Private Wealth Management first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

BCS Private Wealth Management held 8,898 shares of Duke Energy worth $1.13M as of Q2 2026.
BCS Private Wealth Management sold 793 Duke Energy shares in Q2 2026, an estimated $100K.
Duke Energy made up 0.34% of BCS Private Wealth Management's portfolio in Q2 2026, its #59 holding.
BCS Private Wealth Management first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's Duke Energy position peaked at $1.27M in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.