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Kestra Investment Management’s Duke Energy DUK Stock Holding History

Kestra Investment Management’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 		– Sell
-2,033
Closed -$238K – 460
2025
Q4 		$238K Sell
2,033
-52
-2% -$6.35K 0.01% 393
2025
Q3 		$258K Sell
2,085
-96
-4% -$11.7K 0.01% 378
2025
Q2 		$257K Buy
+2,181
New +$257K ﹤0.01% 450
2025
Q1 		– Sell
-1,937
Closed -$209K – 1031
2024
Q4 		$209K Buy
1,937
+118
+6% +$13.4K 0.01% 353
2024
Q3 		$210K Buy
+1,819
New +$202K 0.01% 322

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 Investment Management's DUK Position: Q1 2026 in Review

Kestra Investment Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 2,033 shares — an estimated $238K sold.

Kestra Investment Management first reported a position in DUK in Q3 2024 and held it in 5 quarters. The position peaked at $258K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Kestra Investment Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 2,033 Duke Energy shares in Q1 2026, an estimated $238K.
  • Kestra Investment Management first reported a position in Duke Energy in Q3 2024 and held it in 5 quarters.
  • Kestra Investment Management's Duke Energy position peaked at $258K in Q3 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.