Kettle Hill Capital Management’s Duke Energy DUK Stock Holding History

Kettle Hill Capital 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
2025 Q4	–	Sell	-99,258	Closed	-$12.3M	–	42
2025 Q3	$12.3M	Sell	99,258 -22,543	-19%	-$2.74M	2.76%	18
2025 Q2	$14.4M	Buy	121,801 +18,880	+18%	+$2.23M	3.33%	12
2025 Q1	$12.6M	Buy	+102,921	New	+$11.7M	3.45%	11
2023 Q4	–	Sell	-154,393	Closed	-$13.6M	–	42
2023 Q3	$13.6M	Buy	154,393 +105,834	+218%	+$9.7M	3.03%	13
2023 Q2	$4.36M	Sell	48,559 -2,406	-5%	-$227K	0.86%	32
2023 Q1	$4.92M	Buy	+50,965	New	+$5.03M	1.13%	44
2022 Q2	–	Sell	-58,249	Closed	-$6.5M	–	57
2022 Q1	$6.5M	Buy	+58,249	New	+$6.05M	1.27%	33

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kettle Hill Capital Management's DUK Position: Q4 2025 in Review

Kettle Hill Capital Management sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 99,258 shares — an estimated $12.3M sold.

Kettle Hill Capital Management first reported a position in DUK in Q1 2022 and held it in 7 quarters. The position peaked at $14.4M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Kettle Hill Capital Management reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
Kettle Hill Capital Management sold 99,258 Duke Energy shares in Q4 2025, an estimated $12.3M.
Kettle Hill Capital Management first reported a position in Duke Energy in Q1 2022 and held it in 7 quarters.
Kettle Hill Capital Management's Duke Energy position peaked at $14.4M in Q2 2025.
2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Kettle Hill Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.