Kennebec Savings Bank’s Duke Energy DUK Stock Holding History

Kennebec Savings Bank’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	$283K	Sell	2,239 -40	-2%	-$5.05K	0.23%	89
2026 Q1	$298K	Buy	2,279 +4	+0.2%	+$500	0.27%	87
2025 Q4	$267K	Buy	2,275 +40	+2%	+$4.88K	0.23%	89
2025 Q3	$277K	Sell	2,235 -25	-1%	-$3.03K	0.25%	83
2025 Q2	$267K	Sell	2,260 -125	-5%	-$14.8K	0.26%	85
2025 Q1	$291K	Sell	2,385 -1,136	-32%	-$129K	0.31%	83
2024 Q4	$374K	Sell	3,521 -106	-3%	-$12K	0.38%	82
2024 Q3	$418K	Buy	+3,627	New	+$404K	0.41%	77

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Kennebec Savings Bank's DUK Position: Q2 2026 in Review

Kennebec Savings Bank reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $5.05K and leaving 2,239 shares worth $283K. The position accounts for 0.23% of the portfolio, ranked #89.

Kennebec Savings Bank first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $418K in Q3 2024. 895 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Kennebec Savings Bank held 2,239 shares of Duke Energy worth $283K as of Q2 2026.
Kennebec Savings Bank sold 40 Duke Energy shares in Q2 2026, an estimated $5.05K.
Duke Energy made up 0.23% of Kennebec Savings Bank's portfolio in Q2 2026, its #89 holding.
Kennebec Savings Bank first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's Duke Energy position peaked at $418K in Q3 2024.
895 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.