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Beacon Wealthcare LLC’s Duke Energy DUK Stock Holding History

Beacon Wealthcare LLC’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
Q3 		$449K Buy
3,939
+2,182
+124% +$267K 0.14% 17
2026
Q2 		$222K Hold
1,757
– – 0.07% 26
2026
Q1 		$230K Buy
+1,757
New +$220K 0.08% 25
2025
Q2 		– Sell
-1,848
Closed -$225K – 26
2025
Q1 		$225K Buy
+1,848
New +$211K 0.09% 19

Other funds holding DUK

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Beacon Wealthcare LLC's DUK Position: Q3 2026 in Review

Beacon Wealthcare LLC increased its Duke Energy (DUK) stake by 124% in Q3 2026, buying an estimated $267K and bringing the position to 3,939 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #17.

Beacon Wealthcare LLC first reported a position in DUK in Q1 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Beacon Wealthcare LLC held 3,939 shares of Duke Energy worth $449K as of Q3 2026.
  • Beacon Wealthcare LLC bought 2,182 Duke Energy shares in Q3 2026, an estimated $267K.
  • Duke Energy made up 0.14% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #17 holding.
  • Beacon Wealthcare LLC first reported a position in Duke Energy in Q1 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.