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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
Q2 		$39.6K Buy
313
+98
+46% +$12.4K 0.01% 319
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 $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 $3.38T AUM 44.17% 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

Bell Investment Advisors's DUK Position: Q2 2026 in Review

Bell Investment Advisors increased its Duke Energy (DUK) stake by 46% in Q2 2026, buying an estimated $12.4K and bringing the position to 313 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #319.

Bell Investment Advisors first reported a position in DUK in Q3 2021 and has held it in 19 quarters since. The position peaked at $54K in Q1 2023. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bell Investment Advisors held 313 shares of Duke Energy worth $39.6K as of Q2 2026.
  • Bell Investment Advisors bought 98 Duke Energy shares in Q2 2026, an estimated $12.4K.
  • Duke Energy made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #319 holding.
  • Bell Investment Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Duke Energy position peaked at $54K in Q1 2023.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.