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Bell Investment Advisors’s Duke Energy DUK Stock Holding History

Bell Investment 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 		$28.2K Sell
215
-43
-17% -$5.38K ﹤0.01% 357
2025
Q4 		$30.2K Sell
258
-50
-16% -$6.11K ﹤0.01% 341
2025
Q3 		$38.1K Sell
308
-12
-4% -$1.46K 0.01% 280
2025
Q2 		$37.8K Sell
320
-12
-4% -$1.42K 0.01% 285
2025
Q1 		$40.5K Buy
332
+64
+24% +$7.29K 0.01% 253
2024
Q4 		$28.9K Sell
268
-33
-11% -$3.74K 0.01% 305
2024
Q3 		$34.7K Buy
301
+5
+2% +$557 0.01% 283
2024
Q2 		$29.7K Buy
296
+5
+2% +$500 0.01% 301
2024
Q1 		$28.1K Buy
291
+10
+4% +$949 0.01% 313
2023
Q4 		$27.3K Sell
281
-93
-25% -$8.46K 0.01% 280
2023
Q3 		$33K Buy
374
+35
+10% +$3.21K 0.01% 226
2023
Q2 		$30.4K Sell
339
-221
-39% -$20.9K 0.01% 229
2023
Q1 		$54K Buy
560
+69
+14% +$6.82K 0.01% 155
2022
Q4 		$50.6K Buy
491
+250
+104% +$24K 0.01% 161
2022
Q3 		$22K Buy
241
+44
+22% +$4.73K 0.01% 246
2022
Q2 		$21K Buy
+197
New +$21.7K 0.01% 251
2021
Q4 		$10K Sell
94
-131
-58% -$13.3K ﹤0.01% 486
2021
Q3 		$22K Buy
+225
New +$23.3K 0.01% 263

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

Bell Investment Advisors's DUK Position: Q1 2026 in Review

Bell Investment Advisors reduced its Duke Energy (DUK) stake by 17% in Q1 2026, selling an estimated $5.38K and leaving 215 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Bell Investment Advisors first reported a position in DUK in Q3 2021 and has held it in 18 quarters since. The position peaked at $54K in Q1 2023. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Bell Investment Advisors held 215 shares of Duke Energy worth $28.2K as of Q1 2026.
  • Bell Investment Advisors sold 43 Duke Energy shares in Q1 2026, an estimated $5.38K.
  • Duke Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #357 holding.
  • Bell Investment Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Duke Energy position peaked at $54K in Q1 2023.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.