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Beverly Hills Private Wealth’s Duke Energy DUK Stock Holding History

Beverly Hills Private Wealth’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 		$343K Sell
2,616
-139
-5% -$17.4K 0.06% 243
2025
Q4 		$323K Sell
2,755
-89
-3% -$10.9K 0.06% 242
2025
Q3 		$352K Sell
2,844
-13
-0.5% -$1.58K 0.06% 236
2025
Q2 		$337K Sell
2,857
-309
-10% -$36.5K 0.06% 240
2025
Q1 		$386K Buy
3,166
+64
+2% +$7.29K 0.08% 209
2024
Q4 		$334K Sell
3,102
-107
-3% -$12.1K 0.07% 234
2024
Q3 		$370K Sell
3,209
-875
-21% -$97.4K 0.07% 227
2024
Q2 		$409K Sell
4,084
-496
-11% -$49.6K 0.09% 215
2024
Q1 		$443K Sell
4,580
-333
-7% -$31.6K 0.1% 214
2023
Q4 		$477K Sell
4,913
-567
-10% -$51.6K 0.12% 175
2023
Q3 		$484K Sell
5,480
-5,483
-50% -$503K 0.14% 150
2023
Q2 		$981K Buy
10,963
+6,090
+125% +$575K 0.16% 141
2023
Q1 		$470K Buy
4,873
+530
+12% +$52.4K 0.15% 151
2022
Q4 		$447K Buy
+4,343
New +$417K 0.2% 119

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

Beverly Hills Private Wealth's DUK Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Duke Energy (DUK) stake by 5% in Q1 2026, selling an estimated $17.4K and leaving 2,616 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #243.

Beverly Hills Private Wealth first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. The position peaked at $981K in Q2 2023. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Beverly Hills Private Wealth held 2,616 shares of Duke Energy worth $343K as of Q1 2026.
  • Beverly Hills Private Wealth sold 139 Duke Energy shares in Q1 2026, an estimated $17.4K.
  • Duke Energy made up 0.06% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #243 holding.
  • Beverly Hills Private Wealth first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Duke Energy position peaked at $981K in Q2 2023.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.