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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
Q2 		$929K Sell
7,339
-16
-0.2% -$2.02K 0.39% 51
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 $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 $3.37T AUM 44.26% 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

Kapstone Financial Advisors's DUK Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Duke Energy (DUK) stake by 0.22% in Q2 2026, selling an estimated $2.02K and leaving 7,339 shares worth $929K. The position accounts for 0.39% of the portfolio, ranked #51.

Kapstone Financial Advisors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $963K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kapstone Financial Advisors held 7,339 shares of Duke Energy worth $929K as of Q2 2026.
  • Kapstone Financial Advisors sold 16 Duke Energy shares in Q2 2026, an estimated $2.02K.
  • Duke Energy made up 0.39% of Kapstone Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Kapstone Financial Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Duke Energy position peaked at $963K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.