Keebeck Wealth Management’s Duke Energy DUK Stock Holding History

Keebeck Wealth 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	$376K	Buy	2,968 +1,039	+54%	+$131K	0.04%	324
2026 Q1	$253K	Buy	+1,929	New	+$241K	0.03%	359
2023 Q2	–	Sell	-2,130	Closed	-$205K	–	263
2023 Q1	$205K	Sell	2,130 -1,200	-36%	-$119K	0.03%	242
2022 Q4	$343K	Buy	3,330 +45	+1%	+$4.32K	0.06%	182
2022 Q3	$306K	Buy	+3,285	New	+$353K	0.06%	187
2021 Q3	–	Sell	-6,452	Closed	-$637K	–	223
2021 Q2	$637K	Sell	6,452 -811	-11%	-$81.5K	0.09%	146
2021 Q1	$701K	Buy	7,263 +1,704	+31%	+$156K	0.11%	136
2020 Q4	$509K	Buy	+5,559	New	+$514K	0.09%	151
2020 Q3	–	Sell	-168	Closed	-$13K	–	229
2020 Q2	$13K	Buy	+168	New	+$14.2K	﹤0.01%	299
2020 Q1	–	Sell	-1,250	Closed	-$114K	–	194
2019 Q4	$114K	Buy	+1,250	New	+$115K	0.04%	176

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Keebeck Wealth Management's DUK Position: Q2 2026 in Review

Keebeck Wealth Management increased its Duke Energy (DUK) stake by 54% in Q2 2026, buying an estimated $131K and bringing the position to 2,968 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #324.

Keebeck Wealth Management first reported a position in DUK in Q4 2019 and has held it in 10 quarters since. The position peaked at $701K in Q1 2021. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Keebeck Wealth Management held 2,968 shares of Duke Energy worth $376K as of Q2 2026.
Keebeck Wealth Management bought 1,039 Duke Energy shares in Q2 2026, an estimated $131K.
Duke Energy made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #324 holding.
Keebeck Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 10 quarters since.
Keebeck Wealth Management's Duke Energy position peaked at $701K in Q1 2021.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.