KCM Investment Advisors’s Duke Energy DUK Stock Holding History

KCM Investment 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	$1.31M	Buy	9,982 +110	+1%	+$13.8K	0.04%	196
2025 Q4	$1.16M	Buy	9,872 +731	+8%	+$89.3K	0.04%	205
2025 Q3	$1.13M	Buy	9,141 +279	+3%	+$33.9K	0.04%	207
2025 Q2	$1.05M	Buy	8,862 +941	+12%	+$111K	0.04%	211
2025 Q1	$966K	Buy	7,921 +541	+7%	+$61.7K	0.03%	210
2024 Q4	$795K	Sell	7,380 -17	-0.2%	-$1.93K	0.03%	221
2024 Q3	$853K	Buy	7,397 +6	+0.1%	+$668	0.03%	220
2024 Q2	$741K	Hold	7,391	–	–	0.03%	232
2024 Q1	$715K	Sell	7,391 -345	-4%	-$32.7K	0.03%	235
2023 Q4	$751K	Sell	7,736 -1,040	-12%	-$94.6K	0.03%	225
2023 Q3	$775K	Sell	8,776 -583	-6%	-$53.5K	0.03%	216
2023 Q2	$840K	Sell	9,359 -822	-8%	-$77.6K	0.03%	219
2023 Q1	$982K	Sell	10,181 -953	-9%	-$94.1K	0.04%	215
2022 Q4	$1.15M	Sell	11,134 -88	-0.8%	-$8.45K	0.05%	197
2022 Q3	$1.04M	Buy	11,222 +609	+6%	+$65.4K	0.05%	192
2022 Q2	$1.14M	Buy	10,613 +1,107	+12%	+$122K	0.05%	197
2022 Q1	$1.06M	Buy	9,506 +1,120	+13%	+$116K	0.04%	217
2021 Q4	$880K	Buy	8,386 +750	+10%	+$76K	0.03%	226
2021 Q3	$745K	Buy	7,636 +36	+0.5%	+$3.73K	0.03%	224
2021 Q2	$750K	Sell	7,600 -2,223	-23%	-$223K	0.03%	226
2021 Q1	$948K	Buy	9,823 +3,282	+50%	+$300K	0.04%	207
2020 Q4	$599K	Buy	6,541 +2,155	+49%	+$199K	0.03%	222
2020 Q3	$388K	Sell	4,386 -500	-10%	-$41.2K	0.02%	240
2020 Q2	$390K	Hold	4,886	–	–	0.02%	253
2020 Q1	$395K	Buy	4,886 +154	+3%	+$14.1K	0.03%	232
2019 Q4	$432K	Sell	4,732 -2,240	-32%	-$205K	0.02%	255
2019 Q3	$668K	Hold	6,972	–	–	0.04%	205
2019 Q2	$615K	Buy	6,972 +360	+5%	+$31.8K	0.04%	214
2019 Q1	$595K	Buy	6,612 +173	+3%	+$15.3K	0.04%	204
2018 Q4	$556K	Buy	6,439 +170	+3%	+$14.5K	0.04%	301
2018 Q3	$502K	Sell	6,269 -133	-2%	-$10.8K	0.03%	354
2018 Q2	$506K	Sell	6,402 -724	-10%	-$55.7K	0.03%	345
2018 Q1	$552K	Sell	7,126 -411	-5%	-$31.8K	0.03%	336
2017 Q4	$634K	Sell	7,537 -17	-0.2%	-$1.49K	0.04%	323
2017 Q3	$634K	Sell	7,554 -263	-3%	-$22.5K	0.04%	314
2017 Q2	$653K	Sell	7,817 -1,219	-13%	-$102K	0.04%	315
2017 Q1	$741K	Sell	9,036 -300	-3%	-$23.8K	0.05%	294
2016 Q4	$725K	Sell	9,336 -228	-2%	-$17.5K	0.05%	296
2016 Q3	$766K	Buy	9,564 +78	+0.8%	+$6.46K	0.05%	287
2016 Q2	$814K	Sell	9,486 -1,174	-11%	-$93.8K	0.06%	274
2016 Q1	$860K	Sell	10,660 -3,147	-23%	-$238K	0.06%	261
2015 Q4	$986K	Buy	13,807 +3,704	+37%	+$260K	0.08%	232
2015 Q3	$727K	Sell	10,103 -566	-5%	-$41K	0.06%	283
2015 Q2	$753K	Buy	10,669 +13	+0.1%	+$982	0.06%	281
2015 Q1	$818K	Sell	10,656 -37,969	-78%	-$3.08M	0.07%	270
2014 Q4	$4.06M	Buy	48,625 +3,211	+7%	+$259K	0.34%	88
2014 Q3	$3.4M	Buy	45,414 +4,692	+12%	+$342K	0.31%	92
2014 Q2	$3.02M	Buy	40,722 +1,803	+5%	+$130K	0.28%	109
2014 Q1	$2.77M	Buy	38,919 +9,337	+32%	+$651K	0.29%	107
2013 Q4	$2.04M	Buy	29,582 +56	+0.2%	+$3.92K	0.22%	133
2013 Q3	$1.97M	Sell	29,526 -1,535	-5%	-$105K	0.24%	129
2013 Q2	$2.1M	Buy	+31,061	New	+$2.2M	0.25%	116

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM Investment Advisors's DUK Position: Q1 2026 in Review

KCM Investment Advisors increased its Duke Energy (DUK) stake by 1.1% in Q1 2026, buying an estimated $13.8K and bringing the position to 9,982 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #196.

KCM Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.06M in Q4 2014. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

KCM Investment Advisors held 9,982 shares of Duke Energy worth $1.31M as of Q1 2026.
KCM Investment Advisors bought 110 Duke Energy shares in Q1 2026, an estimated $13.8K.
Duke Energy made up 0.04% of KCM Investment Advisors's portfolio in Q1 2026, its #196 holding.
KCM Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
KCM Investment Advisors's Duke Energy position peaked at $4.06M in Q4 2014.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.