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Kestra Private Wealth Services’s Duke Energy DUK Stock Holding History

Kestra Private Wealth 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 		$9.82M Buy
77,585
+5,129
+7% +$647K 0.11% 208
2026
Q1 		$9.49M Sell
72,456
-420
-0.6% -$52.5K 0.12% 193
2025
Q4 		$8.54M Sell
72,876
-593
-0.8% -$72.4K 0.11% 211
2025
Q3 		$9.09M Sell
73,469
-296
-0.4% -$35.9K 0.12% 197
2025
Q2 		$8.7M Buy
73,765
+2,347
+3% +$277K 0.13% 192
2025
Q1 		$8.71M Buy
71,418
+1,506
+2% +$172K 0.15% 165
2024
Q4 		$7.53M Buy
69,912
+5,739
+9% +$650K 0.13% 179
2024
Q3 		$7.4M Sell
64,173
-2,392
-4% -$266K 0.14% 167
2024
Q2 		$6.67M Buy
66,565
+7,288
+12% +$729K 0.13% 170
2024
Q1 		$5.73M Buy
59,277
+2,156
+4% +$205K 0.13% 177
2023
Q4 		$5.54M Buy
57,121
+3,855
+7% +$351K 0.14% 175
2023
Q3 		$4.7M Buy
53,266
+6,284
+13% +$576K 0.15% 163
2023
Q2 		$4.22M Buy
46,982
+10,114
+27% +$955K 0.14% 162
2023
Q1 		$3.56M Buy
36,868
+762
+2% +$75.3K 0.14% 165
2022
Q4 		$3.72M Buy
36,106
+1,050
+3% +$101K 0.19% 137
2022
Q3 		$3.26M Buy
35,056
+3,747
+12% +$402K 0.19% 135
2022
Q2 		$3.36M Sell
31,309
-2,899
-8% -$319K 0.19% 131
2022
Q1 		$3.82M Buy
34,208
+1,350
+4% +$140K 0.19% 128
2021
Q4 		$3.45M Buy
32,858
+2,390
+8% +$242K 0.17% 144
2021
Q3 		$2.97M Buy
30,468
+841
+3% +$87.1K 0.17% 142
2021
Q2 		$2.92M Buy
29,627
+1,285
+5% +$129K 0.18% 133
2021
Q1 		$2.74M Buy
28,342
+2,661
+10% +$243K 0.19% 128
2020
Q4 		$2.33M Sell
25,681
-2,636
-9% -$244K 0.17% 146
2020
Q3 		$2.51M Buy
+28,317
New +$2.33M 0.22% 106

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 $3.38T AUM 44.17% 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 Private Wealth Services's DUK Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Duke Energy (DUK) stake by 7.1% in Q2 2026, buying an estimated $647K and bringing the position to 77,585 shares worth $9.82M. The position accounts for 0.11% of the portfolio, ranked #208.

Kestra Private Wealth Services first reported a position in DUK in Q3 2020 and has held it in 24 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kestra Private Wealth Services held 77,585 shares of Duke Energy worth $9.82M as of Q2 2026.
  • Kestra Private Wealth Services bought 5,129 Duke Energy shares in Q2 2026, an estimated $647K.
  • Duke Energy made up 0.11% of Kestra Private Wealth Services's portfolio in Q2 2026, its #208 holding.
  • Kestra Private Wealth Services first reported a position in Duke Energy in Q3 2020 and has held it in 24 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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