Brick & Kyle Associates’s Duke Energy DUK Stock Holding History

Brick & Kyle Associates’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	$2.95M	Hold	22,495	–	–	0.97%	34
2026 Q1	$2.95M	Sell	22,495 -3,094	-12%	-$387K	0.97%	34
2025 Q4	$3M	Buy	+25,589	New	+$3.12M	1.06%	35
2019 Q1	–	Sell	-4,989	Closed	-$431K	–	73
2018 Q4	$431K	Buy	+4,989	New	+$425K	0.41%	57
2018 Q2	$395K	Sell	4,989 -100	-2%	-$7.69K	0.31%	67
2018 Q1	$394K	Hold	5,089	–	–	0.32%	67
2017 Q4	$428K	Hold	5,089	–	–	0.35%	64
2017 Q3	$427K	Hold	5,089	–	–	0.35%	65
2017 Q2	$425K	Sell	5,089 -491	-9%	-$41.3K	0.37%	65
2017 Q1	$458K	Hold	5,580	–	–	0.36%	64
2016 Q4	$433K	Hold	5,580	–	–	0.35%	64
2016 Q3	$447K	Hold	5,580	–	–	0.36%	64
2016 Q2	$479K	Sell	5,580 -50	-0.9%	-$4K	0.39%	60
2016 Q1	$454K	Sell	5,630 -300	-5%	-$22.7K	0.39%	57
2015 Q4	$423K	Sell	5,930 -50	-0.8%	-$3.52K	0.37%	61
2015 Q3	$430K	Hold	5,980	–	–	0.4%	58
2015 Q2	$422K	Buy	5,980 +176	+3%	+$13.3K	0.35%	65
2015 Q1	$446K	Hold	5,804	–	–	0.38%	59
2014 Q4	$485K	Buy	+5,804	New	+$468K	0.42%	57

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 $3.37T AUM 44.26% 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

Brick & Kyle Associates's DUK Position: Q2 2026 in Review

Brick & Kyle Associates held its Duke Energy (DUK) position steady in Q2 2026 at 22,495 shares worth $2.95M. The position accounts for 0.97% of the portfolio, ranked #34.

Brick & Kyle Associates first reported a position in DUK in Q4 2014 and has held it in 19 quarters since. The position peaked at $3M in Q4 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Brick & Kyle Associates held 22,495 shares of Duke Energy worth $2.95M as of Q2 2026.
Brick & Kyle Associates left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.97% of Brick & Kyle Associates's portfolio in Q2 2026, its #34 holding.
Brick & Kyle Associates first reported a position in Duke Energy in Q4 2014 and has held it in 19 quarters since.
Brick & Kyle Associates's Duke Energy position peaked at $3M in Q4 2025.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Brick & Kyle Associates's 13F filing for Q2 2026, filed 6 Aug 2026.