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 Q3	$1.11M	Buy	9,699 +801	+9%	+$98.1K	0.3%	60
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BCS Private Wealth Management's DUK Position: Q3 2026 in Review

BCS Private Wealth Management increased its Duke Energy (DUK) stake by 9% in Q3 2026, buying an estimated $98.1K and bringing the position to 9,699 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #60.

BCS Private Wealth Management first reported a position in DUK in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2026. 1,760 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

BCS Private Wealth Management held 9,699 shares of Duke Energy worth $1.11M as of Q3 2026.
BCS Private Wealth Management bought 801 Duke Energy shares in Q3 2026, an estimated $98.1K.
Duke Energy made up 0.3% of BCS Private Wealth Management's portfolio in Q3 2026, its #60 holding.
BCS Private Wealth Management first reported a position in Duke Energy in Q2 2025 and has held it in 6 quarters since.
BCS Private Wealth Management's Duke Energy position peaked at $1.27M in Q1 2026.
1,760 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.