BHWM
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Beaird Harris Wealth Management’s Duke Energy DUK Stock Holding History

Beaird Harris Wealth Management’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 		$165K Buy
1,302
+612
+89% +$77.2K 0.01% 156
2026
Q1 		$90.3K Sell
690
-140
-17% -$17.5K 0.01% 194
2025
Q4 		$97.3K Buy
830
+140
+20% +$17.1K 0.01% 193
2025
Q3 		$85.4K Buy
690
+3
+0.4% +$364 0.01% 199
2025
Q2 		$81.1K Buy
687
+164
+31% +$19.4K 0.01% 204
2025
Q1 		$63.8K Hold
523
– – 0.01% 204
2024
Q4 		$56.3K Buy
523
+284
+119% +$32.2K ﹤0.01% 214
2024
Q3 		$27.6K Sell
239
-1,634
-87% -$182K ﹤0.01% 274
2024
Q2 		$188K Hold
1,873
– – 0.02% 127
2024
Q1 		$181K Buy
1,873
+239
+15% +$22.7K 0.02% 123
2023
Q4 		$159K Hold
1,634
– – 0.02% 119
2023
Q3 		$144K Hold
1,634
– – 0.02% 110
2023
Q2 		$147K Hold
1,634
– – 0.02% 114
2023
Q1 		$158K Hold
1,634
– – 0.03% 100
2022
Q4 		$168K Hold
1,634
– – 0.03% 98
2022
Q3 		$152K Buy
+1,634
New +$175K 0.03% 92
2022
Q2 		– Sell
-1,634
Closed -$182K – 459
2022
Q1 		$182K Sell
1,634
-84
-5% -$8.72K 0.07% 91
2021
Q4 		$180K Buy
+1,718
New +$174K 0.07% 121

Other funds holding DUK

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Beaird Harris Wealth Management's DUK Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Duke Energy (DUK) stake by 89% in Q2 2026, buying an estimated $77.2K and bringing the position to 1,302 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #156.

Beaird Harris Wealth Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $188K in Q2 2024. 816 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Beaird Harris Wealth Management held 1,302 shares of Duke Energy worth $165K as of Q2 2026.
  • Beaird Harris Wealth Management bought 612 Duke Energy shares in Q2 2026, an estimated $77.2K.
  • Duke Energy made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Beaird Harris Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's Duke Energy position peaked at $188K in Q2 2024.
  • 816 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.