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 Q2	$28.1K	Hold	222	–	–	0.01%	114
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bradley & Co Private Wealth Management's DUK Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 222 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #114.

Bradley & Co Private Wealth Management first reported a position in DUK in Q2 2022 and has held it in 16 quarters since. The position peaked at $29.1K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Bradley & Co Private Wealth Management held 222 shares of Duke Energy worth $28.1K as of Q2 2026.
Bradley & Co Private Wealth Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #114 holding.
Bradley & Co Private Wealth Management first reported a position in Duke Energy in Q2 2022 and has held it in 16 quarters since.
Bradley & Co Private Wealth Management's Duke Energy position peaked at $29.1K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.