KFI
DUK icon

Key Financial Inc’s Duke Energy DUK Stock Holding History

Key Financial Inc’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 		$115K Hold
876
– – 0.02% 386
2025
Q4 		$103K Buy
876
+49
+6% +$5.98K 0.02% 389
2025
Q3 		$101K Sell
827
-114
-12% -$13.8K 0.02% 391
2025
Q2 		$111K Hold
941
– – 0.02% 360
2025
Q1 		$115K Sell
941
-250
-21% -$28.5K 0.03% 336
2024
Q4 		$128K Buy
1,191
+19
+2% +$2.15K 0.03% 315
2024
Q3 		$135K Buy
1,172
+7
+0.6% +$779 0.03% 297
2024
Q2 		$117K Hold
1,165
– – 0.03% 313
2024
Q1 		$113K Buy
1,165
+107
+10% +$10.2K 0.03% 299
2023
Q4 		$103K Sell
1,058
-175
-14% -$15.9K 0.03% 307
2023
Q3 		$109K Sell
1,233
-68
-5% -$6.23K 0.04% 269
2023
Q2 		$117K Buy
1,301
+68
+6% +$6.42K 0.04% 266
2023
Q1 		$119K Sell
1,233
-50
-4% -$4.94K 0.04% 258
2022
Q4 		$119K Hold
1,283
– – 0.06% 228
2022
Q3 		$119K Buy
1,283
+50
+4% +$5.37K 0.06% 231
2022
Q2 		$135K Sell
1,233
-400
-24% -$44K 0.07% 203
2022
Q1 		$182K Buy
1,633
+400
+32% +$41.5K 0.09% 175
2021
Q4 		$129K Buy
1,233
+177
+17% +$17.9K 0.06% 199
2021
Q3 		$103K Hold
1,056
– – 0.06% 219
2021
Q2 		$111K Hold
1,056
– – 0.06% 216
2021
Q1 		$102K Buy
1,056
+28
+3% +$2.56K 0.07% 193
2020
Q4 		$94K Buy
+1,028
New +$95.1K 0.07% 183
2020
Q2 		– Sell
-1,028
Closed -$86K – 223
2020
Q1 		$86K Buy
+1,028
New +$94.4K 0.09% 172

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

Key Financial Inc's DUK Position: Q1 2026 in Review

Key Financial Inc held its Duke Energy (DUK) position steady in Q1 2026 at 876 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #386.

Key Financial Inc first reported a position in DUK in Q1 2020 and has held it in 23 quarters since. The position peaked at $182K in Q1 2022. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Key Financial Inc held 876 shares of Duke Energy worth $115K as of Q1 2026.
  • Key Financial Inc left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #386 holding.
  • Key Financial Inc first reported a position in Duke Energy in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Duke Energy position peaked at $182K in Q1 2022.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.