KP
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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keel Point's DUK Position: Q1 2026 in Review

Keel Point reduced its Duke Energy (DUK) stake by 4.4% in Q1 2026, selling an estimated $35.3K and leaving 6,188 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #197.

Keel Point first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Keel Point held 6,188 shares of Duke Energy worth $810K as of Q1 2026.
  • Keel Point sold 282 Duke Energy shares in Q1 2026, an estimated $35.3K.
  • Duke Energy made up 0.05% of Keel Point's portfolio in Q1 2026, its #197 holding.
  • Keel Point first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.