BPA
DUK icon

Beacon Pointe Advisors’s Duke Energy DUK Stock Holding History

Beacon Pointe 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
Q1 		$9.5M Buy
72,561
+33,112
+84% +$4.14M 0.05% 331
2025
Q4 		$4.62M Buy
39,449
+1,706
+5% +$208K 0.03% 403
2025
Q3 		$4.67M Sell
37,743
-16,098
-30% -$1.95M 0.04% 363
2025
Q2 		$6.35M Buy
53,841
+1,622
+3% +$191K 0.07% 263
2025
Q1 		$6.37M Buy
52,219
+376
+0.7% +$42.9K 0.07% 251
2024
Q4 		$5.59M Buy
51,843
+6,542
+14% +$741K 0.06% 262
2024
Q3 		$5.22M Sell
45,301
-3,225
-7% -$359K 0.06% 280
2024
Q2 		$4.86M Sell
48,526
-7,964
-14% -$797K 0.06% 284
2024
Q1 		$5.46M Sell
56,490
-5,035
-8% -$478K 0.06% 271
2023
Q4 		$5.97M Sell
61,525
-2,257
-4% -$205K 0.07% 239
2023
Q3 		$5.63M Buy
63,782
+5,342
+9% +$490K 0.07% 244
2023
Q2 		$5.24M Sell
58,440
-8,435
-13% -$796K 0.09% 210
2023
Q1 		$6.45M Buy
66,875
+17,860
+36% +$1.76M 0.11% 180
2022
Q4 		$5.05M Buy
49,015
+1,193
+2% +$115K 0.1% 189
2022
Q3 		$4.44M Buy
47,822
+1,244
+3% +$134K 0.1% 183
2022
Q2 		$5M Sell
46,578
-23,551
-34% -$2.59M 0.11% 182
2022
Q1 		$7.83M Buy
70,129
+45,862
+189% +$4.76M 0.11% 189
2021
Q4 		$2.55M Sell
24,267
-483
-2% -$49K 0.07% 222
2021
Q3 		$2.42M Buy
24,750
+9,287
+60% +$961K 0.06% 261
2021
Q2 		$1.53M Buy
15,463
+10,334
+201% +$1.04M 0.05% 265
2021
Q1 		$497K Buy
5,129
+1,168
+29% +$107K 0.03% 301
2020
Q4 		$361K Buy
3,961
+404
+11% +$37.4K 0.02% 331
2020
Q3 		$315K Buy
3,557
+660
+23% +$54.4K 0.03% 288
2020
Q2 		$234K Buy
+2,897
New +$245K 0.02% 340

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 Pointe Advisors's DUK Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Duke Energy (DUK) stake by 84% in Q1 2026, buying an estimated $4.14M and bringing the position to 72,561 shares worth $9.5M. The position accounts for 0.05% of the portfolio, ranked #331.

Beacon Pointe Advisors first reported a position in DUK in Q2 2020 and has held it in 24 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Beacon Pointe Advisors held 72,561 shares of Duke Energy worth $9.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 33,112 Duke Energy shares in Q1 2026, an estimated $4.14M.
  • Duke Energy made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #331 holding.
  • Beacon Pointe Advisors first reported a position in Duke Energy in Q2 2020 and has held it in 24 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.