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BFC Planning, Inc.’s Duke Energy DUK Stock Holding History

BFC Planning, Inc.’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 		$3.17M Sell
25,041
-1,391
-5% -$175K 0.13% 168
2026
Q1 		$3.46M Buy
26,432
+894
+4% +$112K 0.15% 136
2025
Q4 		$2.99M Buy
25,538
+16,735
+190% +$2.04M 0.13% 157
2025
Q3 		$1.09M Buy
8,803
+129
+1% +$15.7K 0.08% 220
2025
Q2 		$1.02M Sell
8,674
-3,734
-30% -$441K 0.08% 217
2025
Q1 		$1.51M Buy
12,408
+3,754
+43% +$428K 0.13% 151
2024
Q4 		$932K Buy
+8,654
New +$980K 0.08% 215

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

BFC Planning, Inc.'s DUK Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Duke Energy (DUK) stake by 5.3% in Q2 2026, selling an estimated $175K and leaving 25,041 shares worth $3.17M. The position accounts for 0.13% of the portfolio, ranked #168.

BFC Planning, Inc. first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q1 2026. 2,507 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • BFC Planning, Inc. held 25,041 shares of Duke Energy worth $3.17M as of Q2 2026.
  • BFC Planning, Inc. sold 1,391 Duke Energy shares in Q2 2026, an estimated $175K.
  • Duke Energy made up 0.13% of BFC Planning, Inc.'s portfolio in Q2 2026, its #168 holding.
  • BFC Planning, Inc. first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Duke Energy position peaked at $3.46M in Q1 2026.
  • 2,507 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.