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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BOK Financial Private Wealth's DUK Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 376 shares — an estimated $45.9K sold.

BOK Financial Private Wealth first reported a position in DUK in Q2 2021 and held it in 15 quarters. The position peaked at $434K in Q1 2022. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 376 Duke Energy shares in Q2 2025, an estimated $45.9K.
  • BOK Financial Private Wealth first reported a position in Duke Energy in Q2 2021 and held it in 15 quarters.
  • BOK Financial Private Wealth's Duke Energy position peaked at $434K in Q1 2022.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.