Kestra Advisory Services
DUK icon

Kestra Advisory Services’s Duke Energy DUK Stock Holding History

Kestra Advisory Services’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
Q3 		$26.9M Buy
236,001
+29,641
+14% +$3.63M 0.08% 264
2026
Q2 		$26.1M Buy
206,360
+898
+0.4% +$113K 0.08% 249
2026
Q1 		$26.9M Buy
205,462
+24,670
+14% +$3.08M 0.1% 198
2025
Q4 		$21.2M Buy
180,792
+9,618
+6% +$1.17M 0.09% 233
2025
Q3 		$21.2M Sell
171,174
-3,005
-2% -$365K 0.1% 210
2025
Q2 		$20.6M Buy
174,179
+4,902
+3% +$578K 0.1% 192
2025
Q1 		$20.6M Buy
169,277
+14,480
+9% +$1.65M 0.1% 163
2024
Q4 		$16.7M Sell
154,797
-37,629
-20% -$4.26M 0.09% 227
2024
Q3 		$22.2M Sell
192,426
-22,247
-10% -$2.48M 0.12% 171
2024
Q2 		$21.5M Buy
214,673
+65,115
+44% +$6.51M 0.12% 170
2024
Q1 		$14.5M Buy
149,558
+30,273
+25% +$2.87M 0.1% 217
2023
Q4 		$11.6M Buy
119,285
+9,718
+9% +$884K 0.09% 248
2023
Q3 		$9.7M Buy
109,567
+9,036
+9% +$828K 0.1% 241
2023
Q2 		$9.02M Buy
100,531
+3,059
+3% +$289K 0.09% 245
2023
Q1 		$9.4M Sell
97,472
-22,829
-19% -$2.26M 0.1% 219
2022
Q4 		$12.4M Buy
120,301
+9,628
+9% +$924K 0.11% 215
2022
Q3 		$10.3M Buy
110,673
+4,660
+4% +$500K 0.11% 207
2022
Q2 		$11.4M Buy
106,013
+6,862
+7% +$755K 0.12% 189
2022
Q1 		$11.1M Buy
99,151
+5,409
+6% +$562K 0.12% 199
2021
Q4 		$9.8M Sell
93,742
-31,488
-25% -$3.19M 0.1% 227
2021
Q3 		$12.2M Buy
125,230
+35,488
+40% +$3.67M 0.12% 186
2021
Q2 		$8.86M Sell
89,742
-284
-0.3% -$28.5K 0.1% 223
2021
Q1 		$8.69M Sell
90,026
-41,177
-31% -$3.76M 0.11% 212
2020
Q4 		$11.9M Buy
131,203
+62,008
+90% +$5.74M 0.14% 178
2020
Q3 		$6.13M Buy
+69,195
New +$5.7M 0.11% 214

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Kestra Advisory Services's DUK Position: Q3 2026 in Review

Kestra Advisory Services increased its Duke Energy (DUK) stake by 14% in Q3 2026, buying an estimated $3.63M and bringing the position to 236,001 shares worth $26.9M. The position accounts for 0.08% of the portfolio, ranked #264.

Kestra Advisory Services first reported a position in DUK in Q3 2020 and has held it in 25 quarters since. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Kestra Advisory Services held 236,001 shares of Duke Energy worth $26.9M as of Q3 2026.
  • Kestra Advisory Services bought 29,641 Duke Energy shares in Q3 2026, an estimated $3.63M.
  • Duke Energy made up 0.08% of Kestra Advisory Services's portfolio in Q3 2026, its #264 holding.
  • Kestra Advisory Services first reported a position in Duke Energy in Q3 2020 and has held it in 25 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.