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Kapstone Financial Advisors’s Duke Energy DUK Stock Holding History

Kapstone Financial Advisors’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
Q1 		$963K Buy
7,355
+73
+1% +$9.13K 0.47% 43
2025
Q4 		$854K Buy
7,282
+390
+6% +$47.6K 0.42% 39
2025
Q3 		$853K Sell
6,892
-225
-3% -$27.3K 0.4% 36
2025
Q2 		$840K Buy
7,117
+759
+12% +$89.6K 0.42% 37
2025
Q1 		$775K Hold
6,358
– – 0.44% 38
2024
Q4 		$703K Hold
6,358
– – 0.38% 44
2024
Q3 		$737K Sell
6,358
-35
-0.5% -$3.9K 0.45% 39
2024
Q2 		$641K Sell
6,393
-44
-0.7% -$4.4K 0.42% 43
2024
Q1 		$623K Sell
6,437
-16
-0.2% -$1.52K 0.42% 45
2023
Q4 		$618K Buy
6,453
+44
+0.7% +$4K 0.48% 40
2023
Q3 		$566K Buy
6,409
+13
+0.2% +$1.19K 0.51% 39
2023
Q2 		$589K Buy
6,396
+84
+1% +$7.93K 0.49% 46
2023
Q1 		$626K Hold
6,312
– – 0.56% 36
2022
Q4 		$644K Buy
+6,312
New +$606K 0.59% 37

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kapstone Financial Advisors's DUK Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Duke Energy (DUK) stake by 1% in Q1 2026, buying an estimated $9.13K and bringing the position to 7,355 shares worth $963K. The position accounts for 0.47% of the portfolio, ranked #43.

Kapstone Financial Advisors first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Kapstone Financial Advisors held 7,355 shares of Duke Energy worth $963K as of Q1 2026.
  • Kapstone Financial Advisors bought 73 Duke Energy shares in Q1 2026, an estimated $9.13K.
  • Duke Energy made up 0.47% of Kapstone Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Kapstone Financial Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.