KMWM
DUK icon

Keudell/Morrison Wealth Management’s Duke Energy DUK Stock Holding History

Keudell/Morrison Wealth 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
Q2 		$785K Sell
6,201
-155
-2% -$19.6K 0.15% 99
2026
Q1 		$832K Sell
6,356
-4
-0.1% -$500 0.17% 87
2025
Q4 		$745K Buy
+6,360
New +$777K 0.16% 93
2025
Q2 		$797K Sell
6,758
-673
-9% -$79.4K 0.18% 80
2025
Q1 		$906K Buy
7,431
+204
+3% +$23.3K 0.21% 69
2024
Q4 		$779K Buy
7,227
+187
+3% +$21.2K 0.2% 80
2024
Q3 		$812K Sell
7,040
-1,661
-19% -$185K 0.22% 78
2024
Q2 		$872K Sell
8,701
-280
-3% -$28K 0.26% 70
2024
Q1 		$869K Sell
8,981
-217
-2% -$20.6K 0.26% 74
2023
Q4 		$893K Sell
9,198
-150
-2% -$13.6K 0.29% 66
2023
Q3 		$825K Sell
9,348
-1,398
-13% -$128K 0.25% 67
2023
Q2 		$964K Buy
10,746
+606
+6% +$57.2K 0.28% 60
2023
Q1 		$978K Buy
10,140
+674
+7% +$66.6K 0.29% 57
2022
Q4 		$975K Buy
9,466
+763
+9% +$73.2K 0.31% 58
2022
Q3 		$810K Buy
8,703
+456
+6% +$49K 0.3% 64
2022
Q2 		$884K Sell
8,247
-168
-2% -$18.5K 0.32% 65
2022
Q1 		$940K Sell
8,415
-192
-2% -$19.9K 0.39% 63
2021
Q4 		$903K Sell
8,607
-300
-3% -$30.4K 0.36% 64
2021
Q3 		$869K Buy
8,907
+26
+0.3% +$2.69K 0.37% 63
2021
Q2 		$877K Hold
8,881
– – 0.48% 64
2021
Q1 		$857K Sell
8,881
-220
-2% -$20.1K 0.5% 62
2020
Q4 		$833K Sell
9,101
-491
-5% -$45.4K 0.53% 63
2020
Q3 		$849K Sell
9,592
-500
-5% -$41.2K 0.55% 53
2020
Q2 		$806K Buy
10,092
+158
+2% +$13.4K 0.67% 52
2020
Q1 		$803K Sell
9,934
-1,026
-9% -$94.2K 0.79% 45
2019
Q4 		$1M Buy
10,960
+130
+1% +$11.9K 0.69% 47
2019
Q3 		$1.04M Buy
10,830
+159
+1% +$14.5K 0.86% 40
2019
Q2 		$948K Sell
10,671
-361
-3% -$31.9K 0.83% 43
2019
Q1 		$993K Buy
+11,032
New +$973K 0.87% 40

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Keudell/Morrison Wealth Management's DUK Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Duke Energy (DUK) stake by 2.4% in Q2 2026, selling an estimated $19.6K and leaving 6,201 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #99.

Keudell/Morrison Wealth Management first reported a position in DUK in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.04M in Q3 2019. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Keudell/Morrison Wealth Management held 6,201 shares of Duke Energy worth $785K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 155 Duke Energy shares in Q2 2026, an estimated $19.6K.
  • Duke Energy made up 0.15% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Keudell/Morrison Wealth Management first reported a position in Duke Energy in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Duke Energy position peaked at $1.04M in Q3 2019.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.