KG
DUK icon

Kilter Group’s Duke Energy DUK Stock Holding History

Kilter Group’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 		$106K Buy
839
+83
+11% +$10.5K 0.04% 80
2026
Q1 		$99K Buy
756
+614
+432% +$76.8K 0.04% 74
2025
Q4 		$16.6K Buy
142
+43
+43% +$5.25K 0.01% 233
2025
Q3 		$12.3K Buy
99
+20
+25% +$2.43K 0.01% 293
2025
Q2 		$9.32K Buy
+79
New +$9.32K ﹤0.01% 275

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 $3.37T AUM 44.26% 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

Kilter Group's DUK Position: Q2 2026 in Review

Kilter Group increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $10.5K and bringing the position to 839 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #80.

Kilter Group first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kilter Group held 839 shares of Duke Energy worth $106K as of Q2 2026.
  • Kilter Group bought 83 Duke Energy shares in Q2 2026, an estimated $10.5K.
  • Duke Energy made up 0.04% of Kilter Group's portfolio in Q2 2026, its #80 holding.
  • Kilter Group first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.