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BOK Financial Private Wealth’s Duke Energy DUK Stock Holding History

BOK Financial Private 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 		$5.57K Buy
+44
New +$5.55K ﹤0.01% 475
2025
Q2 		– Sell
-376
Closed -$45.9K – 439
2025
Q1 		$45.9K Buy
+376
New +$42.9K ﹤0.01% 266
2024
Q4 		– Sell
-61
Closed -$7.03K – 659
2024
Q3 		$7.03K Sell
61
-503
-89% -$56K ﹤0.01% 418
2024
Q2 		$56.5K Buy
564
+503
+825% +$50.3K ﹤0.01% 246
2024
Q1 		$5.9K Sell
61
-502
-89% -$47.6K ﹤0.01% 392
2023
Q4 		$54.6K Buy
563
+61
+12% +$5.55K ﹤0.01% 236
2023
Q3 		$44.3K Buy
502
+110
+28% +$10.1K ﹤0.01% 233
2023
Q2 		$35.2K Buy
392
+43
+12% +$4.06K ﹤0.01% 252
2023
Q1 		$33.7K Buy
349
+13
+4% +$1.28K ﹤0.01% 274
2022
Q4 		$34.6K Sell
336
-61
-15% -$5.86K ﹤0.01% 257
2022
Q3 		$37K Buy
397
+61
+18% +$6.55K ﹤0.01% 260
2022
Q2 		$36K Sell
336
-3,548
-91% -$390K ﹤0.01% 267
2022
Q1 		$434K Buy
3,884
+817
+27% +$84.9K 0.03% 188
2021
Q4 		$322K Buy
3,067
+300
+11% +$30.4K 0.02% 213
2021
Q3 		$270K Buy
2,767
+420
+18% +$43.5K 0.02% 207
2021
Q2 		$232K Buy
+2,347
New +$236K 0.02% 203

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

BOK Financial Private Wealth's DUK Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Duke Energy (DUK) in Q2 2026: 44 shares worth $5.57K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in DUK as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in DUK in Q2 2021 and has held it in 16 quarters since. The position peaked at $434K in Q1 2022. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • BOK Financial Private Wealth held 44 shares of Duke Energy worth $5.57K as of Q2 2026.
  • Duke Energy was a new BOK Financial Private Wealth position in Q2 2026.
  • Duke Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #475 holding.
  • BOK Financial Private Wealth first reported a position in Duke Energy in Q2 2021 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's Duke Energy position peaked at $434K in Q1 2022.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.