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Beacon Investment Advisors’s Duke Energy DUK Stock Holding History

Beacon Investment Advisors’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 		$417K Buy
3,291
+16
+0.5% +$2.02K 0.13% 128
2026
Q1 		$429K Sell
3,275
-138
-4% -$17.3K 0.16% 119
2025
Q4 		$400K Buy
3,413
+29
+0.9% +$3.54K 0.16% 120
2025
Q3 		$419K Buy
3,384
+17
+0.5% +$2.06K 0.17% 117
2025
Q2 		$394K Buy
3,367
+62
+2% +$7.32K 0.17% 116
2025
Q1 		$403K Buy
3,305
+124
+4% +$14.1K 0.19% 113
2024
Q4 		$343K Buy
3,181
+395
+14% +$44.7K 0.16% 122
2024
Q3 		$321K Buy
2,786
+13
+0.5% +$1.45K 0.15% 126
2024
Q2 		$278K Sell
2,773
-18
-0.6% -$1.8K 0.14% 127
2024
Q1 		$270K Buy
2,791
+17
+0.6% +$1.61K 0.15% 111
2023
Q4 		$269K Sell
2,774
-3
-0.1% -$273 0.17% 110
2023
Q3 		$245K Sell
2,777
-6
-0.2% -$550 0.17% 107
2023
Q2 		$250K Sell
2,783
-294
-10% -$27.7K 0.17% 109
2023
Q1 		$297K Buy
3,077
+21
+0.7% +$2.08K 0.22% 106
2022
Q4 		$315K Buy
+3,056
New +$293K 0.26% 97

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 Investment Advisors's DUK Position: Q2 2026 in Review

Beacon Investment Advisors increased its Duke Energy (DUK) stake by 0.49% in Q2 2026, buying an estimated $2.02K and bringing the position to 3,291 shares worth $417K. The position accounts for 0.13% of the portfolio, ranked #128.

Beacon Investment Advisors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $429K in Q1 2026. 2,492 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Beacon Investment Advisors held 3,291 shares of Duke Energy worth $417K as of Q2 2026.
  • Beacon Investment Advisors bought 16 Duke Energy shares in Q2 2026, an estimated $2.02K.
  • Duke Energy made up 0.13% of Beacon Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • Beacon Investment Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Duke Energy position peaked at $429K in Q1 2026.
  • 2,492 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.