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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
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 $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

Beaumont Financial Advisors's DUK Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Duke Energy (DUK) stake by 2.3% in Q1 2026, buying an estimated $5.75K and bringing the position to 2,023 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #315.

Beaumont Financial Advisors first reported a position in DUK in Q3 2024 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Beaumont Financial Advisors held 2,023 shares of Duke Energy worth $265K as of Q1 2026.
  • Beaumont Financial Advisors bought 46 Duke Energy shares in Q1 2026, an estimated $5.75K.
  • Duke Energy made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #315 holding.
  • Beaumont Financial Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.