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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Becker Capital Management's DUK Position: Q2 2026 in Review

Becker Capital Management opened a new position in Duke Energy (DUK) in Q2 2026: 1,653 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Becker Capital Management previously reported a position in DUK as recently as Q4 2022.

Becker Capital Management first reported a position in DUK in Q1 2018 and has held it in 10 quarters since. The position peaked at $380K in Q1 2018. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Becker Capital Management held 1,653 shares of Duke Energy worth $209K as of Q2 2026.
  • Duke Energy was a new Becker Capital Management position in Q2 2026.
  • Duke Energy made up 0.01% of Becker Capital Management's portfolio in Q2 2026, its #293 holding.
  • Becker Capital Management first reported a position in Duke Energy in Q1 2018 and has held it in 10 quarters since.
  • Becker Capital Management's Duke Energy position peaked at $380K in Q1 2018.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.