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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM

Beacon Wealthcare LLC's DUK Position: Q2 2026 in Review

Beacon Wealthcare LLC held its Duke Energy (DUK) position steady in Q2 2026 at 1,757 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #26.

Beacon Wealthcare LLC first reported a position in DUK in Q1 2025 and has held it in 3 quarters since. The position peaked at $230K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Beacon Wealthcare LLC held 1,757 shares of Duke Energy worth $222K as of Q2 2026.
  • Beacon Wealthcare LLC left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.07% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #26 holding.
  • Beacon Wealthcare LLC first reported a position in Duke Energy in Q1 2025 and has held it in 3 quarters since.
  • Beacon Wealthcare LLC's Duke Energy position peaked at $230K in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.