KFP
DUK icon

Kerr Financial Planning’s Duke Energy DUK Stock Holding History

Kerr Financial Planning’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 		$28.2K Hold
223
– – 0.03% 238
2026
Q1 		$28.4K Buy
223
+2
+0.9% +$250 0.02% 236
2025
Q4 		$27.3K Hold
221
– – 0.04% 240
2025
Q3 		$27.4K Buy
+221
New +$26.8K 0.04% 227

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

Kerr Financial Planning's DUK Position: Q2 2026 in Review

Kerr Financial Planning held its Duke Energy (DUK) position steady in Q2 2026 at 223 shares worth $28.2K. The position accounts for 0.03% of the portfolio, ranked #238.

Kerr Financial Planning first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.4K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kerr Financial Planning held 223 shares of Duke Energy worth $28.2K as of Q2 2026.
  • Kerr Financial Planning left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #238 holding.
  • Kerr Financial Planning first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Duke Energy position peaked at $28.4K in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.