Becker Capital Management
DUK icon

Becker Capital Management’s Duke Energy DUK Stock Holding History

Becker Capital 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
Q3 		– Sell
-1,653
Closed -$209K – 308
2026
Q2 		$209K Buy
+1,653
New +$209K 0.01% 293
2023
Q1 		– Sell
-2,130
Closed -$219K – 263
2022
Q4 		$219K Sell
2,130
-445
-17% -$42.7K 0.01% 180
2022
Q3 		$240K Hold
2,575
– – 0.01% 178
2022
Q2 		$276K Hold
2,575
– – 0.01% 179
2022
Q1 		$288K Sell
2,575
-168
-6% -$17.4K 0.01% 178
2021
Q4 		$288K Sell
2,743
-231
-8% -$23.4K 0.01% 178
2021
Q3 		$290K Sell
2,974
-200
-6% -$20.7K 0.01% 177
2021
Q2 		$313K Buy
3,174
+601
+23% +$60.4K 0.01% 172
2021
Q1 		$248K Buy
+2,573
New +$235K 0.01% 178
2018
Q2 		– Sell
-4,910
Closed -$380K – 162
2018
Q1 		$380K Buy
+4,910
New +$380K 0.01% 132

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Becker Capital Management's DUK Position: Q3 2026 in Review

Becker Capital Management sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,653 shares — an estimated $209K sold.

Becker Capital Management first reported a position in DUK in Q1 2018 and held it in 10 quarters. The position peaked at $380K in Q1 2018. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Becker Capital Management reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Becker Capital Management sold 1,653 Duke Energy shares in Q3 2026, an estimated $209K.
  • Becker Capital Management first reported a position in Duke Energy in Q1 2018 and held it in 10 quarters.
  • Becker Capital Management's Duke Energy position peaked at $380K in Q1 2018.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Becker Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.