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DUK icon

Keel Point’s Duke Energy DUK Stock Holding History

Keel Point’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 		$716K Sell
5,654
-534
-9% -$67.4K 0.04% 223
2026
Q1 		$810K Sell
6,188
-282
-4% -$35.3K 0.05% 197
2025
Q4 		$758K Buy
6,470
+1,275
+25% +$156K 0.05% 220
2025
Q3 		$643K Buy
5,195
+467
+10% +$56.7K 0.04% 250
2025
Q2 		$558K Buy
4,728
+1,088
+30% +$128K 0.04% 273
2025
Q1 		$444K Buy
3,640
+410
+13% +$46.7K 0.03% 274
2024
Q4 		$348K Buy
3,230
+127
+4% +$14.4K 0.03% 299
2024
Q3 		$358K Sell
3,103
-311
-9% -$34.6K 0.03% 299
2024
Q2 		$388K Buy
3,414
+1,185
+53% +$119K 0.04% 279
2024
Q1 		$216K Sell
2,229
-10
-0.4% -$949 0.02% 352
2023
Q4 		$217K Buy
+2,239
New +$204K 0.03% 321

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 $3.37T AUM 44.26% 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

Keel Point's DUK Position: Q2 2026 in Review

Keel Point reduced its Duke Energy (DUK) stake by 8.6% in Q2 2026, selling an estimated $67.4K and leaving 5,654 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #223.

Keel Point first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $810K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Keel Point held 5,654 shares of Duke Energy worth $716K as of Q2 2026.
  • Keel Point sold 534 Duke Energy shares in Q2 2026, an estimated $67.4K.
  • Duke Energy made up 0.04% of Keel Point's portfolio in Q2 2026, its #223 holding.
  • Keel Point first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Keel Point's Duke Energy position peaked at $810K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.