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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
Q2 		$1.15M Sell
9,054
-100
-1% -$12.6K 0.54% 51
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Keynote Financial Services's DUK Position: Q2 2026 in Review

Keynote Financial Services reduced its Duke Energy (DUK) stake by 1.1% in Q2 2026, selling an estimated $12.6K and leaving 9,054 shares worth $1.15M. The position accounts for 0.54% of the portfolio, ranked #51.

Keynote Financial Services first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Keynote Financial Services held 9,054 shares of Duke Energy worth $1.15M as of Q2 2026.
  • Keynote Financial Services sold 100 Duke Energy shares in Q2 2026, an estimated $12.6K.
  • Duke Energy made up 0.54% of Keynote Financial Services's portfolio in Q2 2026, its #51 holding.
  • Keynote Financial Services first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Duke Energy position peaked at $1.2M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.