BEI
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Benjamin Edwards Inc’s Duke Energy DUK Stock Holding History

Benjamin Edwards Inc’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 		$10.2M Buy
80,744
+178
+0.2% +$22.5K 0.09% 221
2026
Q1 		$10.5M Buy
80,566
+675
+0.8% +$84.4K 0.1% 199
2025
Q4 		$9.36M Buy
79,891
+1,859
+2% +$227K 0.1% 201
2025
Q3 		$9.66M Buy
78,032
+29,254
+60% +$3.55M 0.11% 190
2025
Q2 		$5.76M Buy
48,778
+3,152
+7% +$372K 0.07% 248
2025
Q1 		$5.57M Sell
45,626
-23,903
-34% -$2.72M 0.08% 242
2024
Q4 		$7.49M Buy
69,529
+27,837
+67% +$3.15M 0.11% 203
2024
Q3 		$4.81M Buy
41,692
+41,668
+173,617% +$4.64M 0.07% 266
2024
Q2 		$2K Hold
24
– – ﹤0.01% 660
2024
Q1 		$2K Sell
24
-99
-80% -$9.39K ﹤0.01% 691
2023
Q4 		$12K Buy
123
+32
+35% +$2.91K ﹤0.01% 576
2023
Q3 		$8K Buy
91
+1
+1% +$92 ﹤0.01% 585
2023
Q2 		$8K Sell
90
-392
-81% -$37K ﹤0.01% 585
2023
Q1 		$47K Hold
482
– – 0.01% 470
2022
Q4 		$50K Buy
482
+1
+0.2% +$96 0.01% 418
2022
Q3 		$45K Sell
481
-123
-20% -$13.2K 0.01% 428
2022
Q2 		$65K Sell
604
-268
-31% -$29.5K 0.02% 402
2022
Q1 		$97K Buy
872
+42
+5% +$4.36K 0.03% 363
2021
Q4 		$87K Buy
830
+746
+888% +$75.6K 0.03% 361
2021
Q3 		$8K Hold
84
– – ﹤0.01% 460
2021
Q2 		$8K Buy
84
+1
+1% +$100 0.01% 370
2021
Q1 		$8K Buy
83
+1
+1% +$91 0.01% 334
2020
Q4 		$8K Buy
82
+1
+1% +$93 0.01% 331
2020
Q3 		$7K Buy
81
+1
+1% +$82 0.01% 325
2020
Q2 		$6K Buy
80
+1
+1% +$84 0.01% 324
2020
Q1 		$6K Sell
79
-55
-41% -$5.05K 0.01% 312
2019
Q4 		$12K Buy
134
+2
+2% +$183 0.02% 212
2019
Q3 		$13K Buy
132
+21
+19% +$1.91K 0.03% 204
2019
Q2 		$10K Buy
+111
New +$9.81K 0.02% 215

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Benjamin Edwards Inc's DUK Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Duke Energy (DUK) stake by 0.22% in Q2 2026, buying an estimated $22.5K and bringing the position to 80,744 shares worth $10.2M. The position accounts for 0.09% of the portfolio, ranked #221.

Benjamin Edwards Inc first reported a position in DUK in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.5M in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Benjamin Edwards Inc held 80,744 shares of Duke Energy worth $10.2M as of Q2 2026.
  • Benjamin Edwards Inc bought 178 Duke Energy shares in Q2 2026, an estimated $22.5K.
  • Duke Energy made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #221 holding.
  • Benjamin Edwards Inc first reported a position in Duke Energy in Q2 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's Duke Energy position peaked at $10.5M in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.