BFIM
DUK icon

Beese Fulmer Investment Management’s Duke Energy DUK Stock Holding History

Beese Fulmer Investment 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 		$487K Buy
3,849
+418
+12% +$52.7K 0.03% 218
2026
Q1 		$449K Sell
3,431
-204
-6% -$25.5K 0.03% 225
2025
Q4 		$426K Sell
3,635
-810
-18% -$98.9K 0.03% 218
2025
Q3 		$550K Hold
4,445
– – 0.04% 177
2025
Q2 		$525K Sell
4,445
-203
-4% -$24K 0.04% 172
2025
Q1 		$567K Buy
4,648
+115
+3% +$13.1K 0.05% 144
2024
Q4 		$488K Buy
4,533
+135
+3% +$15.3K 0.04% 149
2024
Q3 		$507K Hold
4,398
– – 0.04% 153
2024
Q2 		$441K Sell
4,398
-15
-0.3% -$1.5K 0.04% 155
2024
Q1 		$427K Sell
4,413
-419
-9% -$39.8K 0.04% 157
2023
Q4 		$469K Buy
4,832
+199
+4% +$18.1K 0.05% 152
2023
Q3 		$409K Sell
4,633
-273
-6% -$25K 0.05% 156
2023
Q2 		$440K Sell
4,906
-145
-3% -$13.7K 0.05% 154
2023
Q1 		$487K Sell
5,051
-15
-0.3% -$1.48K 0.06% 154
2022
Q4 		$522K Hold
5,066
– – 0.06% 148
2022
Q3 		$471K Hold
5,066
– – 0.06% 143
2022
Q2 		$543K Hold
5,066
– – 0.07% 140
2022
Q1 		$566K Sell
5,066
-460
-8% -$47.8K 0.06% 148
2021
Q4 		$580K Sell
5,526
-285
-5% -$28.9K 0.06% 150
2021
Q3 		$567K Hold
5,811
– – 0.06% 151
2021
Q2 		$574K Sell
5,811
-300
-5% -$30.1K 0.07% 146
2021
Q1 		$590K Buy
6,111
+475
+8% +$43.4K 0.07% 138
2020
Q4 		$516K Buy
5,636
+270
+5% +$25K 0.07% 139
2020
Q3 		$475K Buy
5,366
+360
+7% +$29.7K 0.07% 134
2020
Q2 		$400K Hold
5,006
– – 0.06% 138
2020
Q1 		$405K Buy
5,006
+275
+6% +$25.3K 0.07% 131
2019
Q4 		$432K Buy
4,731
+70
+2% +$6.42K 0.06% 142
2019
Q3 		$447K Buy
4,661
+1,887
+68% +$172K 0.07% 136
2019
Q2 		$245K Hold
2,774
– – 0.05% 155
2019
Q1 		$250K Hold
2,774
– – 0.05% 145
2018
Q4 		$239K Hold
2,774
– – 0.05% 143
2018
Q3 		$222K Hold
2,774
– – 0.04% 169
2018
Q2 		$219K Hold
2,774
– – 0.05% 173
2018
Q1 		$215K Sell
2,774
-23
-0.8% -$1.78K 0.05% 167
2017
Q4 		$235K Sell
2,797
-86
-3% -$7.51K 0.05% 165
2017
Q3 		$242K Hold
2,883
– – 0.06% 154
2017
Q2 		$241K Hold
2,883
– – 0.06% 149
2017
Q1 		$236K Hold
2,883
– – 0.06% 153
2016
Q4 		$224K Hold
2,883
– – 0.06% 160
2016
Q3 		$231K Buy
2,883
+374
+15% +$31K 0.06% 145
2016
Q2 		$215K Hold
2,509
– – 0.06% 142
2016
Q1 		$200K Buy
+2,509
New +$190K 0.06% 144
2015
Q1 		– Sell
-2,398
Closed -$200K – 139
2014
Q4 		$200K Buy
+2,398
New +$193K 0.06% 145

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
MF
Milford Funds Auckland $6.14B AUM

Beese Fulmer Investment Management's DUK Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Duke Energy (DUK) stake by 12% in Q2 2026, buying an estimated $52.7K and bringing the position to 3,849 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #218.

Beese Fulmer Investment Management first reported a position in DUK in Q4 2014 and has held it in 43 quarters since. The position peaked at $590K in Q1 2021. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Beese Fulmer Investment Management held 3,849 shares of Duke Energy worth $487K as of Q2 2026.
  • Beese Fulmer Investment Management bought 418 Duke Energy shares in Q2 2026, an estimated $52.7K.
  • Duke Energy made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #218 holding.
  • Beese Fulmer Investment Management first reported a position in Duke Energy in Q4 2014 and has held it in 43 quarters since.
  • Beese Fulmer Investment Management's Duke Energy position peaked at $590K in Q1 2021.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.