Kayne Anderson Rudnick Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $341K | Sell |
2,601
-106
| -4% | -$13.3K | ﹤0.01% | 461 |
|
|
2025
Q4 | $317K | Sell |
2,707
-165
| -6% | -$20.1K | ﹤0.01% | 477 |
|
|
2025
Q3 | $355K | Buy |
2,872
+7
| +0.2% | +$849 | ﹤0.01% | 464 |
|
|
2025
Q2 | $338K | Buy |
2,865
+291
| +11% | +$34.3K | ﹤0.01% | 462 |
|
|
2025
Q1 | $314K | Sell |
2,574
-27
| -1% | -$3.08K | ﹤0.01% | 447 |
|
|
2024
Q4 | $280K | Buy |
2,601
+27
| +1% | +$3.06K | ﹤0.01% | 439 |
|
|
2024
Q3 | $297K | Sell |
2,574
-339
| -12% | -$37.7K | ﹤0.01% | 427 |
|
|
2024
Q2 | $292K | Buy |
2,913
+6
| +0.2% | +$600 | ﹤0.01% | 438 |
|
|
2024
Q1 | $281K | Hold |
2,907
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $282K | Buy |
2,907
+35
| +1% | +$3.18K | ﹤0.01% | 415 |
|
|
2023
Q3 | $254K | Hold |
2,872
| – | – | ﹤0.01% | 419 |
|
|
2023
Q2 | $258K | Hold |
2,872
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $277K | Buy |
2,872
+136
| +5% | +$13.4K | ﹤0.01% | 402 |
|
|
2022
Q4 | $282K | Buy |
2,736
+24
| +0.9% | +$2.3K | ﹤0.01% | 414 |
|
|
2022
Q3 | $252K | Buy |
2,712
+23
| +0.9% | +$2.47K | ﹤0.01% | 403 |
|
|
2022
Q2 | $288K | Buy |
2,689
+24
| +0.9% | +$2.64K | ﹤0.01% | 395 |
|
|
2022
Q1 | $298K | Buy |
2,665
+245
| +10% | +$25.4K | ﹤0.01% | 384 |
|
|
2021
Q4 | $254K | Buy |
2,420
+23
| +1% | +$2.33K | ﹤0.01% | 400 |
|
|
2021
Q3 | $234K | Buy |
2,397
+23
| +1% | +$2.38K | ﹤0.01% | 395 |
|
|
2021
Q2 | $234K | Buy |
2,374
+22
| +0.9% | +$2.21K | ﹤0.01% | 394 |
|
|
2021
Q1 | $227K | Buy |
2,352
+25
| +1% | +$2.28K | ﹤0.01% | 388 |
|
|
2020
Q4 | $213K | Buy |
2,327
+24
| +1% | +$2.22K | ﹤0.01% | 379 |
|
|
2020
Q3 | $204K | Buy |
2,303
+26
| +1% | +$2.14K | ﹤0.01% | 369 |
|
|
2020
Q2 | $182K | Buy |
2,277
+24
| +1% | +$2.03K | ﹤0.01% | 364 |
|
|
2020
Q1 | $182K | Sell |
2,253
-277
| -11% | -$25.4K | ﹤0.01% | 351 |
|
|
2019
Q4 | $231K | Buy |
+2,530
| New | +$232K | ﹤0.01% | 345 |
|
|
2019
Q3 | – | Sell |
-26
| Closed | -$2K | – | 561 |
|
|
2019
Q2 | $2K | Buy |
+26
| New | +$2.3K | ﹤0.01% | 498 |
|
|
2019
Q1 | – | Sell |
-141,493
| Closed | -$12.2M | – | 343 |
|
|
2018
Q4 | $12.2M | Sell |
141,493
-13,965
| -9% | -$1.19M | 0.08% | 147 |
|
|
2018
Q3 | $12.4M | Sell |
155,458
-2,804
| -2% | -$227K | 0.07% | 159 |
|
|
2018
Q2 | $12.5M | Sell |
158,262
-6,380
| -4% | -$491K | 0.08% | 159 |
|
|
2018
Q1 | $12.8M | Sell |
164,642
-12,466
| -7% | -$964K | 0.1% | 156 |
|
|
2017
Q4 | $14.9M | Buy |
+177,108
| New | +$15.5M | 0.12% | 147 |
|
Other funds holding DUK
VCM
VPM
Kayne Anderson Rudnick Investment Management's DUK Position: Q1 2026 in Review
Kayne Anderson Rudnick Investment Management reduced its Duke Energy (DUK) stake by 3.9% in Q1 2026, selling an estimated $13.3K and leaving 2,601 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #461.
Kayne Anderson Rudnick Investment Management first reported a position in DUK in Q4 2017 and has held it in 32 quarters since. The position peaked at $14.9M in Q4 2017. 2,476 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Kayne Anderson Rudnick Investment Management held 2,601 shares of Duke Energy worth $341K as of Q1 2026.
- Kayne Anderson Rudnick Investment Management sold 106 Duke Energy shares in Q1 2026, an estimated $13.3K.
- Duke Energy made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #461 holding.
- Kayne Anderson Rudnick Investment Management first reported a position in Duke Energy in Q4 2017 and has held it in 32 quarters since.
- Kayne Anderson Rudnick Investment Management's Duke Energy position peaked at $14.9M in Q4 2017.
- 2,476 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.