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 Q3	$152K	Hold	1,332	–	–	0.01%	124
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Kimelman & Baird's DUK Position: Q3 2026 in Review

Kimelman & Baird held its Duke Energy (DUK) position steady in Q3 2026 at 1,332 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #124.

Kimelman & Baird first reported a position in DUK in Q2 2013 and has held it in 25 quarters since. The position peaked at $427K in Q4 2014. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Kimelman & Baird held 1,332 shares of Duke Energy worth $152K as of Q3 2026.
Kimelman & Baird left its Duke Energy share count unchanged in Q3 2026.
Duke Energy made up 0.01% of Kimelman & Baird's portfolio in Q3 2026, its #124 holding.
Kimelman & Baird first reported a position in Duke Energy in Q2 2013 and has held it in 25 quarters since.
Kimelman & Baird's Duke Energy position peaked at $427K in Q4 2014.
1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Kimelman & Baird's 13F filing for Q3 2026, filed 3 Nov 2026.