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Beaumont Financial Advisors’s Duke Energy DUK Stock Holding History

Beaumont Financial 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 		$259K Buy
2,043
+20
+1% +$2.52K 0.02% 329
2026
Q1 		$265K Buy
2,023
+46
+2% +$5.75K 0.02% 315
2025
Q4 		$232K Buy
1,977
+140
+8% +$17.1K 0.02% 339
2025
Q3 		$227K Sell
1,837
-29
-2% -$3.52K 0.02% 369
2025
Q2 		$220K Sell
1,866
-19
-1% -$2.24K 0.02% 353
2025
Q1 		$230K Buy
+1,885
New +$215K 0.02% 334
2024
Q4 		– Sell
-1,739
Closed -$200K – 371
2024
Q3 		$200K Buy
+1,739
New +$194K 0.02% 340

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 $3.38T AUM 44.17% 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

Beaumont Financial Advisors's DUK Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Duke Energy (DUK) stake by 0.99% in Q2 2026, buying an estimated $2.52K and bringing the position to 2,043 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #329.

Beaumont Financial Advisors first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. The position peaked at $265K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Beaumont Financial Advisors held 2,043 shares of Duke Energy worth $259K as of Q2 2026.
  • Beaumont Financial Advisors bought 20 Duke Energy shares in Q2 2026, an estimated $2.52K.
  • Duke Energy made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #329 holding.
  • Beaumont Financial Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • Beaumont Financial Advisors's Duke Energy position peaked at $265K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.