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Bullock Wealth Management’s Duke Energy DUK Stock Holding History

Bullock 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 		$235K Buy
1,871
+164
+10% +$20.7K 0.1% 161
2026
Q1 		$223K Sell
1,707
-35
-2% -$4.38K 0.11% 155
2025
Q4 		$204K Sell
1,742
-16
-0.9% -$1.95K 0.1% 160
2025
Q3 		$215K Buy
1,758
+10
+0.6% +$1.21K 0.11% 151
2025
Q2 		$208K Sell
1,748
-65
-4% -$7.67K 0.11% 146
2025
Q1 		$220K Sell
1,813
-36
-2% -$4.1K 0.12% 138
2024
Q4 		$199K Buy
1,849
+5
+0.3% +$566 0.12% 152
2024
Q3 		$214K Buy
1,844
+115
+7% +$12.8K 0.13% 139
2024
Q2 		$172K Sell
1,729
-20
-1% -$2K 0.11% 150
2024
Q1 		$168K Buy
+1,749
New +$166K 0.11% 155

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's DUK Position: Q2 2026 in Review

Bullock Wealth Management increased its Duke Energy (DUK) stake by 9.6% in Q2 2026, buying an estimated $20.7K and bringing the position to 1,871 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #161.

Bullock Wealth Management first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bullock Wealth Management held 1,871 shares of Duke Energy worth $235K as of Q2 2026.
  • Bullock Wealth Management bought 164 Duke Energy shares in Q2 2026, an estimated $20.7K.
  • Duke Energy made up 0.1% of Bullock Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Bullock Wealth Management first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.