KAS
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
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 		$9.67M 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 		$9.83M 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

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

Kestra Advisory Services's DUK Position: Q1 2026 in Review

Kestra Advisory Services increased its Duke Energy (DUK) stake by 14% in Q1 2026, buying an estimated $3.08M and bringing the position to 205,462 shares worth $26.9M. The position accounts for 0.1% of the portfolio, ranked #198.

Kestra Advisory Services first reported a position in DUK in Q3 2020 and has held it in 23 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Kestra Advisory Services held 205,462 shares of Duke Energy worth $26.9M as of Q1 2026.
  • Kestra Advisory Services bought 24,670 Duke Energy shares in Q1 2026, an estimated $3.08M.
  • Duke Energy made up 0.1% of Kestra Advisory Services's portfolio in Q1 2026, its #198 holding.
  • Kestra Advisory Services first reported a position in Duke Energy in Q3 2020 and has held it in 23 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.