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Bestgate Wealth Advisors’s Duke Energy DUK Stock Holding History

Bestgate Wealth 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 		$340K Sell
2,682
-61
-2% -$7.7K 0.54% 34
2026
Q1 		$359K Sell
2,743
-268
-9% -$33.5K 0.65% 33
2025
Q4 		$353K Sell
3,011
-29
-1% -$3.54K 0.62% 39
2025
Q3 		$376K Sell
3,040
-158
-5% -$19.2K 0.66% 33
2025
Q2 		$390K Hold
3,198
– – 0.81% 29
2025
Q1 		$390K Sell
3,198
-23
-0.7% -$2.62K 0.81% 29
2024
Q4 		$347K Buy
+3,221
New +$365K 0.7% 34

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

Bestgate Wealth Advisors's DUK Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its Duke Energy (DUK) stake by 2.2% in Q2 2026, selling an estimated $7.7K and leaving 2,682 shares worth $340K. The position accounts for 0.54% of the portfolio, ranked #34.

Bestgate Wealth Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q2 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bestgate Wealth Advisors held 2,682 shares of Duke Energy worth $340K as of Q2 2026.
  • Bestgate Wealth Advisors sold 61 Duke Energy shares in Q2 2026, an estimated $7.7K.
  • Duke Energy made up 0.54% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Bestgate Wealth Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Bestgate Wealth Advisors's Duke Energy position peaked at $390K in Q2 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.