KWM
DUK icon

KFG Wealth Management’s Duke Energy DUK Stock Holding History

KFG 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 		– Sell
-2,542
Closed -$333K – 231
2026
Q1 		$333K Buy
2,542
+204
+9% +$25.5K 0.04% 163
2025
Q4 		$274K Buy
2,338
+5
+0.2% +$611 0.04% 180
2025
Q3 		$289K Buy
+2,333
New +$283K 0.04% 172

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KFG Wealth Management's DUK Position: Q2 2026 in Review

KFG Wealth Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 2,542 shares — an estimated $333K sold.

KFG Wealth Management first reported a position in DUK in Q3 2025 and held it in 3 quarters. The position peaked at $333K in Q1 2026. 907 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • KFG Wealth Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 2,542 Duke Energy shares in Q2 2026, an estimated $333K.
  • KFG Wealth Management first reported a position in Duke Energy in Q3 2025 and held it in 3 quarters.
  • KFG Wealth Management's Duke Energy position peaked at $333K in Q1 2026.
  • 907 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.