Bradley & Co Private Wealth Management’s Duke Energy DUK Stock Holding History

Bradley & Co Private 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	$29.1K	Hold	222	–	–	0.02%	107
2025 Q4	$26K	Hold	222	–	–	0.01%	105
2025 Q3	$27.5K	Hold	222	–	–	0.02%	95
2025 Q2	$26.2K	Hold	222	–	–	0.02%	93
2025 Q1	$27.1K	Hold	222	–	–	0.02%	92
2024 Q4	$23.9K	Buy	+222	New	+$25.1K	0.01%	94
2024 Q2	$22.3K	Hold	222	–	–	0.02%	95
2024 Q1	$21.5K	Buy	222 +10	+5%	+$949	0.02%	99
2023 Q4	$20.6K	Hold	212	–	–	0.02%	97
2023 Q3	$18.7K	Hold	212	–	–	0.02%	99
2023 Q2	$19K	Hold	212	–	–	0.02%	101
2023 Q1	$20.5K	Hold	212	–	–	0.02%	96
2022 Q4	$21.8K	Hold	212	–	–	0.03%	89
2022 Q3	$20K	Hold	212	–	–	0.02%	96
2022 Q2	$23K	Buy	+212	New	+$23.3K	0.03%	106

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

Bradley & Co Private Wealth Management's DUK Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Duke Energy (DUK) position steady in Q1 2026 at 222 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #107.

Bradley & Co Private Wealth Management first reported a position in DUK in Q2 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Bradley & Co Private Wealth Management held 222 shares of Duke Energy worth $29.1K as of Q1 2026.
Bradley & Co Private Wealth Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.02% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #107 holding.
Bradley & Co Private Wealth Management first reported a position in Duke Energy in Q2 2022 and has held it in 15 quarters since.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.