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BIP Wealth’s Duke Energy DUK Stock Holding History

BIP 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
Q2 		$868K Buy
6,858
+358
+6% +$45.2K 0.02% 280
2026
Q1 		$851K Sell
6,500
-424
-6% -$53K 0.03% 225
2025
Q4 		$812K Buy
6,924
+4,127
+148% +$504K 0.03% 234
2025
Q3 		$346K Buy
2,797
+8
+0.3% +$971 0.02% 218
2025
Q2 		$329K Sell
2,789
-973
-26% -$115K 0.02% 190
2025
Q1 		$459K Buy
3,762
+32
+0.9% +$3.65K 0.03% 161
2024
Q4 		$402K Buy
3,730
+942
+34% +$107K 0.03% 171
2024
Q3 		$321K Buy
2,788
+37
+1% +$4.12K 0.02% 175
2024
Q2 		$276K Buy
2,751
+120
+5% +$12K 0.02% 157
2024
Q1 		$254K Sell
2,631
-790
-23% -$74.9K 0.02% 183
2023
Q4 		$332K Buy
+3,421
New +$311K 0.03% 143

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

BIP Wealth's DUK Position: Q2 2026 in Review

BIP Wealth increased its Duke Energy (DUK) stake by 5.5% in Q2 2026, buying an estimated $45.2K and bringing the position to 6,858 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #280.

BIP Wealth first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • BIP Wealth held 6,858 shares of Duke Energy worth $868K as of Q2 2026.
  • BIP Wealth bought 358 Duke Energy shares in Q2 2026, an estimated $45.2K.
  • Duke Energy made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #280 holding.
  • BIP Wealth first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.