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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
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 		$9.67M 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 $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

Kestra Advisory Services's DUK Position: Q2 2026 in Review

Kestra Advisory Services increased its Duke Energy (DUK) stake by 0.44% in Q2 2026, buying an estimated $113K and bringing the position to 206,360 shares worth $26.1M. The position accounts for 0.08% of the portfolio, ranked #249.

Kestra Advisory Services first reported a position in DUK in Q3 2020 and has held it in 24 quarters since. The position peaked at $26.9M in Q1 2026. 2,488 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kestra Advisory Services held 206,360 shares of Duke Energy worth $26.1M as of Q2 2026.
  • Kestra Advisory Services bought 898 Duke Energy shares in Q2 2026, an estimated $113K.
  • Duke Energy made up 0.08% of Kestra Advisory Services's portfolio in Q2 2026, its #249 holding.
  • Kestra Advisory Services first reported a position in Duke Energy in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Duke Energy position peaked at $26.9M in Q1 2026.
  • 2,488 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.