KWMG
DUK icon

King Wealth Management Group’s Duke Energy DUK Stock Holding History

King Wealth Management 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
Q1 		$460K Hold
3,512
– – 0.06% 108
2025
Q4 		$412K Sell
3,512
-254
-7% -$31K 0.05% 114
2025
Q3 		$466K Sell
3,766
-8
-0.2% -$971 0.06% 103
2025
Q2 		$445K Hold
3,774
– – 0.06% 104
2025
Q1 		$460K Buy
3,774
+254
+7% +$29K 0.07% 97
2024
Q4 		$379K Hold
3,520
– – 0.06% 105
2024
Q3 		$406K Buy
3,520
+31
+0.9% +$3.45K 0.06% 100
2024
Q2 		$350K Sell
3,489
-116
-3% -$11.6K 0.06% 106
2024
Q1 		$349K Buy
3,605
+1
+0% +$95 0.06% 102
2023
Q4 		$350K Sell
3,604
-179
-5% -$16.3K 0.07% 97
2023
Q3 		$334K Buy
3,783
+1
+0% +$92 0.07% 101
2023
Q2 		$339K Buy
3,782
+2
+0.1% +$189 0.07% 104
2023
Q1 		$365K Buy
3,780
+1
+0% +$99 0.08% 99
2022
Q4 		$389K Buy
3,779
+1
+0% +$96 0.09% 94
2022
Q3 		$351K Buy
3,778
+1
+0% +$107 0.09% 101
2022
Q2 		$405K Buy
3,777
+57
+2% +$6.27K 0.1% 95
2022
Q1 		$415K Buy
3,720
+1
+0% +$104 0.08% 102
2021
Q4 		$390K Buy
3,719
+1
+0% +$101 0.07% 114
2021
Q3 		$363K Sell
3,718
-105
-3% -$10.9K 0.07% 121
2021
Q2 		$377K Buy
3,823
+1
+0% +$100 0.08% 118
2021
Q1 		$369K Buy
3,822
+56
+1% +$5.11K 0.08% 116
2020
Q4 		$345K Buy
3,766
+1
+0% +$93 0.08% 118
2020
Q3 		$333K Sell
3,765
-199
-5% -$16.4K 0.09% 113
2020
Q2 		$317K Buy
3,964
+100
+3% +$8.45K 0.09% 111
2020
Q1 		$313K Buy
3,864
+1,514
+64% +$139K 0.14% 95
2019
Q4 		$214K Hold
2,350
– – 0.06% 131
2019
Q3 		$225K Sell
2,350
-152
-6% -$13.8K 0.06% 127
2019
Q2 		$221K Sell
2,502
-114
-4% -$10.1K 0.07% 123
2019
Q1 		$235K Hold
2,616
– – 0.07% 120
2018
Q4 		$226K Hold
2,616
– – 0.08% 111
2018
Q3 		$209K Sell
2,616
-80
-3% -$6.47K 0.07% 123
2018
Q2 		$213K Buy
2,696
+69
+3% +$5.31K 0.07% 118
2018
Q1 		$204K Buy
+2,627
New +$203K 0.07% 122
2015
Q4 		– Sell
-4,801
Closed -$345K – 107
2015
Q3 		$345K Buy
4,801
+41
+0.9% +$2.97K 0.21% 70
2015
Q2 		$336K Hold
4,760
– – 0.18% 72
2015
Q1 		$365K Sell
4,760
-932
-16% -$75.6K 0.21% 61
2014
Q4 		$476K Buy
5,692
+866
+18% +$69.8K 0.25% 63
2014
Q3 		$360K Hold
4,826
– – 0.23% 68
2014
Q2 		$355K Sell
4,826
-14
-0.3% -$1.01K 0.22% 68
2014
Q1 		$345K Sell
4,840
-10,019
-67% -$698K 0.24% 62
2013
Q4 		$1.03M Sell
14,859
-266
-2% -$18.6K 0.59% 46
2013
Q3 		$1.01M Hold
15,125
– – 0.66% 40
2013
Q2 		$1.02M Buy
+15,125
New +$1.07M 0.71% 37

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

King Wealth Management Group's DUK Position: Q1 2026 in Review

King Wealth Management Group held its Duke Energy (DUK) position steady in Q1 2026 at 3,512 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #108.

King Wealth Management Group first reported a position in DUK in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.03M in Q4 2013. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • King Wealth Management Group held 3,512 shares of Duke Energy worth $460K as of Q1 2026.
  • King Wealth Management Group left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.06% of King Wealth Management Group's portfolio in Q1 2026, its #108 holding.
  • King Wealth Management Group first reported a position in Duke Energy in Q2 2013 and has held it in 43 quarters since.
  • King Wealth Management Group's Duke Energy position peaked at $1.03M in Q4 2013.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.