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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
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 $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 Private Wealth Services's DUK Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Duke Energy (DUK) stake by 0.58% in Q1 2026, selling an estimated $52.5K and leaving 72,456 shares worth $9.49M. The position accounts for 0.12% of the portfolio, ranked #193.

Kestra Private Wealth Services first reported a position in DUK in Q3 2020 and has held it in 23 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Kestra Private Wealth Services held 72,456 shares of Duke Energy worth $9.49M as of Q1 2026.
  • Kestra Private Wealth Services sold 420 Duke Energy shares in Q1 2026, an estimated $52.5K.
  • Duke Energy made up 0.12% of Kestra Private Wealth Services's portfolio in Q1 2026, its #193 holding.
  • Kestra Private Wealth Services first reported a position in Duke Energy in Q3 2020 and has held it in 23 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.