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Bigelow Investment Advisors’s Duke Energy DUK Stock Holding History

Bigelow Investment 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 		$957K Buy
7,557
+25
+0.3% +$3.15K 0.35% 75
2026
Q1 		$986K Buy
7,532
+159
+2% +$19.9K 0.39% 66
2025
Q4 		$864K Buy
7,373
+94
+1% +$11.5K 0.34% 74
2025
Q3 		$901K Sell
7,279
-42
-0.6% -$5.1K 0.36% 74
2025
Q2 		$864K Buy
7,321
+198
+3% +$23.4K 0.38% 73
2025
Q1 		$869K Buy
7,123
+573
+9% +$65.3K 0.41% 72
2024
Q4 		$706K Sell
6,550
-131
-2% -$14.8K 0.33% 84
2024
Q3 		$770K Sell
6,681
-6
-0.1% -$668 0.34% 85
2024
Q2 		$670K Sell
6,687
-4
-0.1% -$400 0.32% 87
2024
Q1 		$647K Buy
6,691
+125
+2% +$11.9K 0.32% 90
2023
Q4 		$637K Buy
6,566
+130
+2% +$11.8K 0.34% 82
2023
Q3 		$568K Hold
6,436
– – 0.33% 84
2023
Q2 		$578K Buy
6,436
+274
+4% +$25.9K 0.32% 87
2023
Q1 		$594K Sell
6,162
-470
-7% -$46.4K 0.34% 85
2022
Q4 		$683K Sell
6,632
-322
-5% -$30.9K 0.4% 79
2022
Q3 		$647K Buy
6,954
+983
+16% +$106K 0.39% 71
2022
Q2 		$640K Buy
5,971
+549
+10% +$60.4K 0.35% 79
2022
Q1 		$605K Hold
5,422
– – 0.28% 89
2021
Q4 		$569K Hold
5,422
– – 0.26% 92
2021
Q3 		$529K Sell
5,422
-2,908
-35% -$301K 0.26% 88
2021
Q2 		$822K Hold
8,330
– – 0.4% 67
2021
Q1 		$804K Buy
8,330
+214
+3% +$19.5K 0.41% 66
2020
Q4 		$743K Buy
8,116
+194
+2% +$17.9K 0.39% 66
2020
Q3 		$702K Buy
7,922
+655
+9% +$54K 0.42% 64
2020
Q2 		$581K Buy
7,267
+3,786
+109% +$320K 0.38% 68
2020
Q1 		$282K Sell
3,481
-60
-2% -$5.51K 0.21% 117
2019
Q4 		$323K Hold
3,541
– – 0.19% 125
2019
Q3 		$339K Buy
3,541
+110
+3% +$10K 0.22% 115
2019
Q2 		$303K Sell
3,431
-25
-0.7% -$2.21K 0.2% 122
2019
Q1 		$311K Sell
3,456
-1,364
-28% -$120K 0.22% 118
2018
Q4 		$416K Buy
+4,820
New +$410K 0.31% 93

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 $3.37T AUM 44.26% 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

Bigelow Investment Advisors's DUK Position: Q2 2026 in Review

Bigelow Investment Advisors increased its Duke Energy (DUK) stake by 0.33% in Q2 2026, buying an estimated $3.15K and bringing the position to 7,557 shares worth $957K. The position accounts for 0.35% of the portfolio, ranked #75.

Bigelow Investment Advisors first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $986K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bigelow Investment Advisors held 7,557 shares of Duke Energy worth $957K as of Q2 2026.
  • Bigelow Investment Advisors bought 25 Duke Energy shares in Q2 2026, an estimated $3.15K.
  • Duke Energy made up 0.35% of Bigelow Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Bigelow Investment Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Bigelow Investment Advisors's Duke Energy position peaked at $986K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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