Birchcreek Wealth Management’s Duke Energy DUK Stock Holding History

Birchcreek Wealth Management’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	$460K	Hold	3,635	–	–	0.18%	84
2026 Q1	$476K	Hold	3,635	–	–	0.23%	70
2025 Q4	$426K	Hold	3,635	–	–	0.21%	75
2025 Q3	$450K	Hold	3,635	–	–	0.23%	72
2025 Q2	$429K	Hold	3,635	–	–	0.24%	72
2025 Q1	$443K	Hold	3,635	–	–	0.28%	66
2024 Q4	$392K	Hold	3,635	–	–	0.25%	80
2024 Q3	$419K	Sell	3,635 -528	-13%	-$58.8K	0.27%	72
2024 Q2	$417K	Hold	4,163	–	–	0.23%	89
2024 Q1	$403K	Sell	4,163 -391	-9%	-$37.1K	0.21%	100
2023 Q4	$442K	Sell	4,554 -268	-6%	-$24.4K	0.26%	84
2023 Q3	$426K	Buy	4,822 +306	+7%	+$28.1K	0.29%	82
2023 Q2	$405K	Buy	4,516 +853	+23%	+$80.5K	0.28%	85
2023 Q1	$353K	Buy	3,663 +25	+0.7%	+$2.47K	0.28%	89
2022 Q4	$375K	Hold	3,638	–	–	0.33%	74
2022 Q3	$338K	Buy	3,638 +753	+26%	+$80.9K	0.31%	74
2022 Q2	$309K	Hold	2,885	–	–	0.28%	85
2022 Q1	$322K	Hold	2,885	–	–	0.29%	78
2021 Q4	$303K	Hold	2,885	–	–	0.26%	86
2021 Q3	$282K	Hold	2,885	–	–	0.26%	86
2021 Q2	$285K	Hold	2,885	–	–	0.27%	84
2021 Q1	$278K	Buy	2,885 +1,023	+55%	+$93.4K	0.29%	79
2020 Q4	$170K	Buy	+1,862	New	+$172K	0.17%	111

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Birchcreek Wealth Management's DUK Position: Q2 2026 in Review

Birchcreek Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 3,635 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #84.

Birchcreek Wealth Management first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $476K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Birchcreek Wealth Management held 3,635 shares of Duke Energy worth $460K as of Q2 2026.
Birchcreek Wealth Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.18% of Birchcreek Wealth Management's portfolio in Q2 2026, its #84 holding.
Birchcreek Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
Birchcreek Wealth Management's Duke Energy position peaked at $476K in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.