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Keating Financial Advisory Services’s Duke Energy DUK Stock Holding History

Keating Financial Advisory Services’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 		$97.1K Buy
767
+134
+21% +$16.9K 0.01% 497
2026
Q1 		$82.8K Sell
633
-6
-0.9% -$750 0.01% 503
2025
Q4 		$74.9K Buy
+639
New +$78K 0.01% 575

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's DUK Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Duke Energy (DUK) stake by 21% in Q2 2026, buying an estimated $16.9K and bringing the position to 767 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #497.

Keating Financial Advisory Services first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Keating Financial Advisory Services held 767 shares of Duke Energy worth $97.1K as of Q2 2026.
  • Keating Financial Advisory Services bought 134 Duke Energy shares in Q2 2026, an estimated $16.9K.
  • Duke Energy made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #497 holding.
  • Keating Financial Advisory Services first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.