BWM
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BKM Wealth Management’s Duke Energy DUK Stock Holding History

BKM 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 		$356K Sell
2,811
-2
-0.1% -$252 0.13% 118
2026
Q1 		$368K Sell
2,813
-350
-11% -$43.8K 0.13% 113
2025
Q4 		$371K Hold
3,163
– – 0.14% 116
2025
Q3 		$391K Hold
3,163
– – 0.14% 113
2025
Q2 		$373K Hold
3,163
– – 0.15% 117
2025
Q1 		$386K Sell
3,163
-1
-0% -$114 0.16% 116
2024
Q4 		$341K Buy
3,164
+587
+23% +$66.5K 0.14% 124
2024
Q3 		$297K Buy
+2,577
New +$287K 0.12% 134
2024
Q2 		– Sell
-1,831
Closed -$177K – 156
2024
Q1 		$177K Buy
1,831
+197
+12% +$18.7K 0.08% 166
2023
Q4 		$159K Buy
+1,634
New +$149K 0.07% 168

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

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

BKM Wealth Management reduced its Duke Energy (DUK) stake by 0.07% in Q2 2026, selling an estimated $252 and leaving 2,811 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #118.

BKM Wealth Management first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $391K in Q3 2025. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • BKM Wealth Management held 2,811 shares of Duke Energy worth $356K as of Q2 2026.
  • BKM Wealth Management sold 2 Duke Energy shares in Q2 2026, an estimated $252.
  • Duke Energy made up 0.13% of BKM Wealth Management's portfolio in Q2 2026, its #118 holding.
  • BKM Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Duke Energy position peaked at $391K in Q3 2025.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.