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Kelleher Financial Advisors’s Duke Energy DUK Stock Holding History

Kelleher Financial 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 		$48.7K Sell
413
-300
-42% -$37.5K 0.01% 380
2025
Q4 		$83.6K Hold
713
– – 0.02% 337
2025
Q3 		$88.2K Buy
+713
New +$86.5K 0.02% 268

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

Kelleher Financial Advisors's DUK Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Duke Energy (DUK) stake by 42% in Q1 2026, selling an estimated $37.5K and leaving 413 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #380.

Kelleher Financial Advisors first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $88.2K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Kelleher Financial Advisors held 413 shares of Duke Energy worth $48.7K as of Q1 2026.
  • Kelleher Financial Advisors sold 300 Duke Energy shares in Q1 2026, an estimated $37.5K.
  • Duke Energy made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #380 holding.
  • Kelleher Financial Advisors first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Duke Energy position peaked at $88.2K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.