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Kimelman & Baird’s Duke Energy DUK Stock Holding History

Kimelman & Baird’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 		$169K Hold
1,332
– – 0.01% 120
2026
Q1 		$174K Hold
1,332
– – 0.01% 118
2025
Q4 		$156K Hold
1,332
– – 0.01% 124
2025
Q3 		$165K Hold
1,332
– – 0.01% 124
2025
Q2 		$157K Hold
1,332
– – 0.01% 123
2025
Q1 		$162K Hold
1,332
– – 0.01% 125
2024
Q4 		$144K Hold
1,332
– – 0.01% 134
2024
Q3 		$154K Hold
1,332
– – 0.01% 134
2024
Q2 		$134K Buy
+1,332
New +$133K 0.01% 137
2017
Q4 		– Sell
-2,543
Closed -$213K – 117
2017
Q3 		$213K Hold
2,543
– – 0.03% 112
2017
Q2 		$213K Hold
2,543
– – 0.03% 116
2017
Q1 		$209K Buy
+2,543
New +$202K 0.03% 114
2016
Q4 		– Sell
-3,351
Closed -$268K – 119
2016
Q3 		$268K Sell
3,351
-103
-3% -$8.53K 0.05% 85
2016
Q2 		$296K Buy
3,454
+64
+2% +$5.12K 0.05% 82
2016
Q1 		$273K Buy
+3,390
New +$257K 0.05% 93
2015
Q2 		$238K Sell
3,377
-1,860
-36% -$141K 0.04% 107
2015
Q1 		$402K Buy
5,237
+131
+3% +$10.6K 0.07% 86
2014
Q4 		$427K Sell
5,106
-220
-4% -$17.7K 0.08% 87
2014
Q3 		$398K Hold
5,326
– – 0.08% 86
2014
Q2 		$395K Hold
5,326
– – 0.07% 87
2014
Q1 		$379K Hold
5,326
– – 0.07% 84
2013
Q4 		$368K Sell
5,326
-83
-2% -$5.81K 0.07% 85
2013
Q3 		$362K Buy
5,409
+83
+2% +$5.66K 0.07% 85
2013
Q2 		$360K Buy
+5,326
New +$376K 0.08% 83

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

Kimelman & Baird's DUK Position: Q2 2026 in Review

Kimelman & Baird held its Duke Energy (DUK) position steady in Q2 2026 at 1,332 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #120.

Kimelman & Baird first reported a position in DUK in Q2 2013 and has held it in 24 quarters since. The position peaked at $427K in Q4 2014. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kimelman & Baird held 1,332 shares of Duke Energy worth $169K as of Q2 2026.
  • Kimelman & Baird left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Kimelman & Baird's portfolio in Q2 2026, its #120 holding.
  • Kimelman & Baird first reported a position in Duke Energy in Q2 2013 and has held it in 24 quarters since.
  • Kimelman & Baird's Duke Energy position peaked at $427K in Q4 2014.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.