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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Financial Advisory's DUK Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in Duke Energy (DUK) in Q1 2026: 1,571 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #391 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in DUK as recently as Q3 2025.

Beacon Financial Advisory first reported a position in DUK in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Beacon Financial Advisory held 1,571 shares of Duke Energy worth $206K as of Q1 2026.
  • Duke Energy was a new Beacon Financial Advisory position in Q1 2026.
  • Duke Energy made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #391 holding.
  • Beacon Financial Advisory first reported a position in Duke Energy in Q2 2024 and has held it in 7 quarters since.
  • Beacon Financial Advisory's Duke Energy position peaked at $1.12M in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.