KIG
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Kessler Investment Group’s Duke Energy DUK Stock Holding History

Kessler Investment Group’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
2025
Q3 		– Sell
-27
Closed -$3.19K – 115
2025
Q2 		$3.19K Sell
27
-255
-90% -$30.1K ﹤0.01% 165
2025
Q1 		$34.4K Sell
282
-62,526
-100% -$7.13M 0.02% 114
2024
Q4 		$6.77M Buy
62,808
+223
+0.4% +$25.3K 3.21% 13
2024
Q3 		$7.22M Sell
62,585
-8
-0% -$890 3.71% 7
2024
Q2 		$6.27M Buy
62,593
+1,160
+2% +$116K 3.39% 7
2024
Q1 		$5.94M Buy
+61,433
New +$5.83M 3.68% 8
2013
Q4 		– Sell
-419
Closed -$28K – 123
2013
Q3 		$28K Buy
+419
New +$28.6K 0.08% 80

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kessler Investment Group's DUK Position: Q3 2025 in Review

Kessler Investment Group sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 27 shares — an estimated $3.19K sold.

Kessler Investment Group first reported a position in DUK in Q3 2013 and held it in 7 quarters. The position peaked at $7.22M in Q3 2024. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Kessler Investment Group reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Kessler Investment Group sold 27 Duke Energy shares in Q3 2025, an estimated $3.19K.
  • Kessler Investment Group first reported a position in Duke Energy in Q3 2013 and held it in 7 quarters.
  • Kessler Investment Group's Duke Energy position peaked at $7.22M in Q3 2024.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.