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Keynote Financial Services’s Duke Energy DUK Stock Holding History

Keynote Financial 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 		$1.2M Sell
9,154
-100
-1% -$12.5K 0.64% 47
2025
Q4 		$1.08M Hold
9,254
– – 0.61% 51
2025
Q3 		$1.15M Hold
9,254
– – 0.69% 45
2025
Q2 		$1.09M Hold
9,254
– – 0.73% 42
2025
Q1 		$1.13M Hold
9,254
– – 0.81% 34
2024
Q4 		$997K Sell
9,254
-119
-1% -$13.5K 0.76% 39
2024
Q3 		$1.08M Sell
9,373
-71
-0.8% -$7.9K 0.83% 36
2024
Q2 		$947K Hold
9,444
– – 0.79% 40
2024
Q1 		$913K Buy
+9,444
New +$896K 0.77% 42

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

Keynote Financial Services's DUK Position: Q1 2026 in Review

Keynote Financial Services reduced its Duke Energy (DUK) stake by 1.1% in Q1 2026, selling an estimated $12.5K and leaving 9,154 shares worth $1.2M. The position accounts for 0.64% of the portfolio, ranked #47.

Keynote Financial Services first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Keynote Financial Services held 9,154 shares of Duke Energy worth $1.2M as of Q1 2026.
  • Keynote Financial Services sold 100 Duke Energy shares in Q1 2026, an estimated $12.5K.
  • Duke Energy made up 0.64% of Keynote Financial Services's portfolio in Q1 2026, its #47 holding.
  • Keynote Financial Services first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.