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Beutel, Goodman & Co’s Duke Energy DUK Stock Holding History

Beutel, Goodman & Co’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 		– Sell
-100
Closed -$11K – 169
2025
Q4 		$11K Hold
100
– – ﹤0.01% 156
2025
Q3 		$12K Hold
100
– – ﹤0.01% 156
2025
Q2 		$11K Hold
100
– – ﹤0.01% 158
2025
Q1 		$12K Buy
+100
New +$11.4K ﹤0.01% 176

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

Beutel, Goodman & Co's DUK Position: Q1 2026 in Review

Beutel, Goodman & Co sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 100 shares — an estimated $11K sold.

Beutel, Goodman & Co first reported a position in DUK in Q1 2025 and held it in 4 quarters. The position peaked at $12K in Q3 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Beutel, Goodman & Co reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Beutel, Goodman & Co sold 100 Duke Energy shares in Q1 2026, an estimated $11K.
  • Beutel, Goodman & Co first reported a position in Duke Energy in Q1 2025 and held it in 4 quarters.
  • Beutel, Goodman & Co's Duke Energy position peaked at $12K in Q3 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.