KCM
DUK icon

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
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 $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

Kathmere Capital Management's DUK Position: Q1 2026 in Review

Kathmere Capital Management increased its Duke Energy (DUK) stake by 28% in Q1 2026, buying an estimated $111K and bringing the position to 4,061 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #345.

Kathmere Capital Management first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Kathmere Capital Management held 4,061 shares of Duke Energy worth $532K as of Q1 2026.
  • Kathmere Capital Management bought 886 Duke Energy shares in Q1 2026, an estimated $111K.
  • Duke Energy made up 0.03% of Kathmere Capital Management's portfolio in Q1 2026, its #345 holding.
  • Kathmere Capital Management first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.