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BXM Wealth’s Duke Energy DUK Stock Holding History

BXM 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 		$515K Buy
4,065
+1,288
+46% +$162K 0.28% 87
2026
Q1 		$364K Sell
2,777
-3,486
-56% -$436K 0.28% 86
2025
Q4 		$322K Buy
6,263
+2,198
+54% +$268K 0.25% 88
2025
Q3 		$503K Buy
4,065
+1,288
+46% +$156K 0.48% 57
2025
Q2 		$328K Sell
2,777
-794
-22% -$93.7K 0.39% 74
2025
Q1 		$436K Sell
3,571
-17
-0.5% -$1.94K 0.52% 58
2024
Q4 		$387K Buy
+3,588
New +$406K 0.54% 55

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BXM Wealth's DUK Position: Q2 2026 in Review

BXM Wealth increased its Duke Energy (DUK) stake by 46% in Q2 2026, buying an estimated $162K and bringing the position to 4,065 shares worth $515K. The position accounts for 0.28% of the portfolio, ranked #87.

BXM Wealth first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 869 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • BXM Wealth held 4,065 shares of Duke Energy worth $515K as of Q2 2026.
  • BXM Wealth bought 1,288 Duke Energy shares in Q2 2026, an estimated $162K.
  • Duke Energy made up 0.28% of BXM Wealth's portfolio in Q2 2026, its #87 holding.
  • BXM Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 869 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.