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Kathmere Capital Management’s Duke Energy DUK Stock Holding History

Kathmere Capital Management’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 		$642K Buy
5,070
+1,009
+25% +$127K 0.03% 335
2026
Q1 		$532K Buy
4,061
+886
+28% +$111K 0.03% 345
2025
Q4 		$372K Sell
3,175
-26
-0.8% -$3.17K 0.03% 376
2025
Q3 		$396K Buy
3,201
+477
+18% +$57.9K 0.03% 337
2025
Q2 		$321K Buy
2,724
+314
+13% +$37.1K 0.02% 354
2025
Q1 		$294K Buy
+2,410
New +$275K 0.02% 331

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

Kathmere Capital Management's DUK Position: Q2 2026 in Review

Kathmere Capital Management increased its Duke Energy (DUK) stake by 25% in Q2 2026, buying an estimated $127K and bringing the position to 5,070 shares worth $642K. The position accounts for 0.03% of the portfolio, ranked #335.

Kathmere Capital Management first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kathmere Capital Management held 5,070 shares of Duke Energy worth $642K as of Q2 2026.
  • Kathmere Capital Management bought 1,009 Duke Energy shares in Q2 2026, an estimated $127K.
  • Duke Energy made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #335 holding.
  • Kathmere Capital Management first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.