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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BKM Wealth Management's DUK Position: Q1 2026 in Review

BKM Wealth Management reduced its Duke Energy (DUK) stake by 11% in Q1 2026, selling an estimated $43.8K and leaving 2,813 shares worth $368K. The position accounts for 0.13% of the portfolio, ranked #113.

BKM Wealth Management first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. The position peaked at $391K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

BKM Wealth Management held 2,813 shares of Duke Energy worth $368K as of Q1 2026.
BKM Wealth Management sold 350 Duke Energy shares in Q1 2026, an estimated $43.8K.
Duke Energy made up 0.13% of BKM Wealth Management's portfolio in Q1 2026, its #113 holding.
BKM Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's Duke Energy position peaked at $391K in Q3 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.