BCS Wealth Management’s Duke Energy DUK Stock Holding History

BCS 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	$919K	Sell	7,260 -74	-1%	-$9.34K	0.17%	112
2026 Q1	$960K	Sell	7,334 -7,332	-50%	-$917K	0.2%	102
2025 Q4	$1.72M	Buy	14,666 +7,150	+95%	+$873K	0.17%	108
2025 Q3	$930K	Sell	7,516 -579	-7%	-$70.3K	0.21%	91
2025 Q2	$955K	Buy	8,095 +6,333	+359%	+$747K	0.21%	96
2025 Q1	$215K	Buy	+1,762	New	+$201K	0.06%	234
2024 Q4	–	Sell	-1,758	Closed	-$203K	–	259
2024 Q3	$203K	Buy	+1,758	New	+$196K	0.09%	162
2022 Q3	–	Sell	-4,101	Closed	-$440K	–	183
2022 Q2	$440K	Buy	+4,101	New	+$451K	0.2%	103
2022 Q1	–	Sell	-3,813	Closed	-$400K	–	197
2021 Q4	$400K	Buy	+3,813	New	+$387K	0.14%	127
2021 Q1	–	Sell	-2,355	Closed	-$216K	–	158
2020 Q4	$216K	Buy	+2,355	New	+$218K	0.11%	132

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

BCS Wealth Management reduced its Duke Energy (DUK) stake by 1% in Q2 2026, selling an estimated $9.34K and leaving 7,260 shares worth $919K. The position accounts for 0.17% of the portfolio, ranked #112.

BCS Wealth Management first reported a position in DUK in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

BCS Wealth Management held 7,260 shares of Duke Energy worth $919K as of Q2 2026.
BCS Wealth Management sold 74 Duke Energy shares in Q2 2026, an estimated $9.34K.
Duke Energy made up 0.17% of BCS Wealth Management's portfolio in Q2 2026, its #112 holding.
BCS Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 10 quarters since.
BCS Wealth Management's Duke Energy position peaked at $1.72M in Q4 2025.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.