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Beirne Wealth Consulting Services’s Duke Energy DUK Stock Holding History

Beirne Wealth Consulting Services’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 		$325K Buy
2,565
+7
+0.3% +$883 0.06% 80
2026
Q1 		$335K Buy
2,558
+6
+0.2% +$750 0.09% 87
2025
Q4 		$299K Sell
2,552
-401
-14% -$49K 0.09% 90
2025
Q3 		$366K Buy
2,953
+414
+16% +$50.2K 0.09% 135
2025
Q2 		$300K Buy
2,539
+7
+0.3% +$826 0.1% 81
2025
Q1 		$309K Buy
2,532
+7
+0.3% +$798 0.11% 79
2024
Q4 		$272K Sell
2,525
-11
-0.4% -$1.25K 0.1% 80
2024
Q3 		$292K Buy
2,536
+6
+0.2% +$668 0.1% 81
2024
Q2 		$254K Buy
2,530
+8
+0.3% +$800 0.1% 84
2024
Q1 		$244K Sell
2,522
-31
-1% -$2.94K 0.1% 82
2023
Q4 		$248K Buy
2,553
+54
+2% +$4.91K 0.12% 121
2023
Q3 		$224K Hold
2,499
– – 0.18% 81
2023
Q2 		$224K Buy
2,499
+7
+0.3% +$661 0.18% 81
2023
Q1 		$240K Sell
2,492
-92
-4% -$9.09K 0.17% 85
2022
Q4 		$266K Buy
2,584
+6
+0.2% +$576 0.13% 76
2022
Q3 		$240K Sell
2,578
-26
-1% -$2.79K 0.09% 86
2022
Q2 		$279K Buy
2,604
+7
+0.3% +$770 0.18% 72
2022
Q1 		$289K Buy
2,597
+6
+0.2% +$623 0.16% 74
2021
Q4 		$272K Buy
2,591
+106
+4% +$10.7K 0.15% 85
2021
Q3 		$242K Sell
2,485
-93
-4% -$9.63K 0.14% 89
2021
Q2 		$256K Buy
2,578
+5
+0.2% +$502 0.14% 86
2021
Q1 		$248K Sell
2,573
-217
-8% -$19.8K 0.15% 78
2020
Q4 		$255K Buy
2,790
+231
+9% +$21.4K 0.13% 122
2020
Q3 		$227K Buy
2,559
+7
+0.3% +$577 0.13% 120
2020
Q2 		$204K Buy
2,552
+7
+0.3% +$591 0.17% 71
2020
Q1 		$206K Sell
2,545
-341
-12% -$31.3K 0.22% 61
2019
Q4 		$263K Sell
2,886
-327
-10% -$30K 0.23% 71
2019
Q3 		$308K Buy
3,213
+6
+0.2% +$546 0.26% 95
2019
Q2 		$283K Sell
3,207
-681
-18% -$60.2K 0.25% 103
2019
Q1 		$350K Buy
3,888
+590
+18% +$52K 0.28% 120
2018
Q4 		$285K Buy
+3,298
New +$281K 0.24% 129

Other funds holding DUK

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Beirne Wealth Consulting Services's DUK Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its Duke Energy (DUK) stake by 0.27% in Q2 2026, buying an estimated $883 and bringing the position to 2,565 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #80.

Beirne Wealth Consulting Services first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $366K in Q3 2025. 849 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Beirne Wealth Consulting Services held 2,565 shares of Duke Energy worth $325K as of Q2 2026.
  • Beirne Wealth Consulting Services bought 7 Duke Energy shares in Q2 2026, an estimated $883.
  • Duke Energy made up 0.06% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #80 holding.
  • Beirne Wealth Consulting Services first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Beirne Wealth Consulting Services's Duke Energy position peaked at $366K in Q3 2025.
  • 849 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.