KFG
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Kingdom Financial Group’s Duke Energy DUK Stock Holding History

Kingdom Financial 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 		$11K Sell
84
-199
-70% -$24.9K ﹤0.01% 465
2025
Q4 		$33.2K Buy
+283
New +$34.6K 0.01% 297

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

Kingdom Financial Group's DUK Position: Q1 2026 in Review

Kingdom Financial Group reduced its Duke Energy (DUK) stake by 70% in Q1 2026, selling an estimated $24.9K and leaving 84 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Kingdom Financial Group first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. The position peaked at $33.2K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Kingdom Financial Group held 84 shares of Duke Energy worth $11K as of Q1 2026.
  • Kingdom Financial Group sold 199 Duke Energy shares in Q1 2026, an estimated $24.9K.
  • Duke Energy made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #465 holding.
  • Kingdom Financial Group first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Duke Energy position peaked at $33.2K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.