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Beacon Financial Advisory’s Duke Energy DUK Stock Holding History

Beacon Financial Advisory’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 		$234K Buy
1,847
+276
+18% +$34.8K 0.05% 387
2026
Q1 		$206K Buy
+1,571
New +$196K 0.05% 391
2025
Q4 		– Sell
-1,837
Closed -$227K – 379
2025
Q3 		$227K Buy
1,837
+23
+1% +$2.79K 0.05% 343
2025
Q2 		$214K Sell
1,814
-7,354
-80% -$868K 0.06% 331
2025
Q1 		$1.12M Buy
9,168
+25
+0.3% +$2.85K 0.34% 80
2024
Q4 		$985K Sell
9,143
-167
-2% -$18.9K 0.32% 87
2024
Q3 		$1.07M Sell
9,310
-43
-0.5% -$4.79K 0.37% 74
2024
Q2 		$937K Buy
+9,353
New +$936K 0.35% 76

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Financial Advisory's DUK Position: Q2 2026 in Review

Beacon Financial Advisory increased its Duke Energy (DUK) stake by 18% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,847 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #387.

Beacon Financial Advisory first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Beacon Financial Advisory held 1,847 shares of Duke Energy worth $234K as of Q2 2026.
  • Beacon Financial Advisory bought 276 Duke Energy shares in Q2 2026, an estimated $34.8K.
  • Duke Energy made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #387 holding.
  • Beacon Financial Advisory first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • Beacon Financial Advisory's Duke Energy position peaked at $1.12M in Q1 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.