Bellecapital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.46M | Hold |
11,553
| – | – | 0.23% | 50 |
|
|
2026
Q1 | $1.51M | Sell |
11,553
-433
| -4% | -$54.1K | 0.27% | 51 |
|
|
2025
Q4 | $1.4M | Buy |
11,986
+106
| +0.9% | +$12.9K | 0.25% | 50 |
|
|
2025
Q3 | $1.47M | Sell |
11,880
-1,676
| -12% | -$203K | 0.24% | 51 |
|
|
2025
Q2 | $1.6M | Buy |
13,556
+1,004
| +8% | +$118K | 0.28% | 48 |
|
|
2025
Q1 | $1.53M | Buy |
12,552
+106
| +0.9% | +$12.1K | 0.3% | 53 |
|
|
2024
Q4 | $1.34M | Sell |
12,446
-626
| -5% | -$70.9K | 0.24% | 57 |
|
|
2024
Q3 | $1.51M | Hold |
13,072
| – | – | 0.3% | 58 |
|
|
2024
Q2 | $1.31M | Sell |
13,072
-3,077
| -19% | -$308K | 0.28% | 58 |
|
|
2024
Q1 | $1.56M | Buy |
16,149
+2,324
| +17% | +$220K | 0.34% | 50 |
|
|
2023
Q4 | $1.34M | Sell |
13,825
-2,671
| -16% | -$243K | 0.3% | 53 |
|
|
2023
Q3 | $1.46M | Buy |
16,496
+267
| +2% | +$24.5K | 0.37% | 54 |
|
|
2023
Q2 | $1.46M | Sell |
16,229
-2,048
| -11% | -$193K | 0.35% | 54 |
|
|
2023
Q1 | $1.76M | Buy |
18,277
+4,651
| +34% | +$459K | 0.44% | 50 |
|
|
2022
Q4 | $1.4M | Buy |
13,626
+254
| +2% | +$24.4K | 0.39% | 53 |
|
|
2022
Q3 | $1.24M | Hold |
13,372
| – | – | 0.38% | 54 |
|
|
2022
Q2 | $1.43M | Sell |
13,372
-234
| -2% | -$25.7K | 0.4% | 52 |
|
|
2022
Q1 | $1.52M | Buy |
13,606
+552
| +4% | +$57.3K | 0.48% | 44 |
|
|
2021
Q4 | $1.37M | Buy |
13,054
+2,844
| +28% | +$288K | 0.39% | 55 |
|
|
2021
Q3 | $996K | Buy |
10,210
+46
| +0.5% | +$4.76K | 0.3% | 66 |
|
|
2021
Q2 | $1M | Sell |
10,164
-1,299
| -11% | -$130K | 0.3% | 63 |
|
|
2021
Q1 | $1.11M | Sell |
11,463
-932
| -8% | -$85.1K | 0.35% | 57 |
|
|
2020
Q4 | $1.14M | Buy |
12,395
+2,331
| +23% | +$216K | 0.38% | 54 |
|
|
2020
Q3 | $891K | Sell |
10,064
-919
| -8% | -$75.7K | 0.41% | 49 |
|
|
2020
Q2 | $877K | Buy |
10,983
+552
| +5% | +$46.6K | 0.41% | 54 |
|
|
2020
Q1 | $844K | Buy |
10,431
+873
| +9% | +$80.2K | 0.54% | 48 |
|
|
2019
Q4 | $872K | Buy |
9,558
+1,063
| +13% | +$97.5K | 0.45% | 52 |
|
|
2019
Q3 | $814K | Buy |
8,495
+43
| +0.5% | +$3.91K | 0.49% | 47 |
|
|
2019
Q2 | $746K | Buy |
8,452
+935
| +12% | +$82.6K | 0.46% | 48 |
|
|
2019
Q1 | $676K | Buy |
7,517
+631
| +9% | +$55.6K | 0.43% | 52 |
|
|
2018
Q4 | $594K | Hold |
6,886
| – | – | 0.42% | 46 |
|
|
2018
Q3 | $551K | Buy |
6,886
+19
| +0.3% | +$1.54K | 0.36% | 48 |
|
|
2018
Q2 | $543K | Buy |
6,867
+19
| +0.3% | +$1.46K | 0.39% | 43 |
|
|
2018
Q1 | $531K | Sell |
6,848
-9,867
| -59% | -$763K | 0.5% | 44 |
|
|
2017
Q4 | $1.41M | Buy |
16,715
+17
| +0.1% | +$1.49K | 1.14% | 25 |
|
|
2017
Q3 | $1.4M | Buy |
16,698
+11
| +0.1% | +$942 | 1.65% | 21 |
|
|
2017
Q2 | $1.4M | Buy |
16,687
+10
| +0.1% | +$841 | 1.22% | 24 |
|
|
2017
Q1 | $1.37M | Buy |
16,677
+585
| +4% | +$46.5K | 1.26% | 24 |
|
|
2016
Q4 | $1.25M | Buy |
+16,092
| New | +$1.23M | 1.11% | 27 |
|
Other funds holding DUK
Bellecapital's DUK Position: Q2 2026 in Review
Bellecapital held its Duke Energy (DUK) position steady in Q2 2026 at 11,553 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #50.
Bellecapital first reported a position in DUK in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.76M in Q1 2023. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Bellecapital held 11,553 shares of Duke Energy worth $1.46M as of Q2 2026.
- Bellecapital left its Duke Energy share count unchanged in Q2 2026.
- Duke Energy made up 0.23% of Bellecapital's portfolio in Q2 2026, its #50 holding.
- Bellecapital first reported a position in Duke Energy in Q4 2016 and has held it in 39 quarters since.
- Bellecapital's Duke Energy position peaked at $1.76M in Q1 2023.
- 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.