KWM
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Kingsview Wealth Management’s Duke Energy DUK Stock Holding History

Kingsview Wealth Management’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 		$9.38M Buy
74,137
+3,674
+5% +$463K 0.11% 155
2026
Q1 		$9.23M Buy
70,463
+8,155
+13% +$1.02M 0.13% 142
2025
Q4 		$7.3M Buy
62,308
+8,761
+16% +$1.07M 0.11% 193
2025
Q3 		$6.63M Buy
53,547
+3,294
+7% +$400K 0.1% 207
2025
Q2 		$5.93M Buy
50,253
+6,375
+15% +$752K 0.1% 211
2025
Q1 		$5.35M Buy
43,878
+294
+0.7% +$33.5K 0.1% 207
2024
Q4 		$4.7M Buy
43,584
+5,615
+15% +$636K 0.09% 211
2024
Q3 		$4.38M Buy
37,969
+4,176
+12% +$465K 0.09% 219
2024
Q2 		$3.39M Buy
33,793
+8,516
+34% +$852K 0.08% 231
2024
Q1 		$2.44M Sell
25,277
-2,460
-9% -$233K 0.06% 295
2023
Q4 		$2.69M Sell
27,737
-5,389
-16% -$490K 0.08% 224
2023
Q3 		$2.92M Buy
33,126
+3,511
+12% +$322K 0.11% 212
2023
Q2 		$2.66M Buy
29,615
+1,483
+5% +$140K 0.1% 203
2023
Q1 		$2.71M Sell
28,132
-29,748
-51% -$2.94M 0.11% 190
2022
Q4 		$5.96M Buy
57,880
+29,747
+106% +$2.86M 0.26% 95
2022
Q3 		$2.62M Sell
28,133
-17,726
-39% -$1.9M 0.12% 187
2022
Q2 		$4.92M Buy
45,859
+22,123
+93% +$2.43M 0.24% 106
2022
Q1 		$2.65M Sell
23,736
-1,255
-5% -$130K 0.12% 190
2021
Q4 		$2.62M Sell
24,991
-52
-0.2% -$5.27K 0.11% 197
2021
Q3 		$2.44M Buy
25,043
+1,108
+5% +$115K 0.12% 193
2021
Q2 		$2.38M Buy
23,935
+382
+2% +$38.4K 0.12% 190
2021
Q1 		$2.27M Sell
23,553
-5,098
-18% -$465K 0.13% 170
2020
Q4 		$2.62M Buy
28,651
+3,212
+13% +$297K 0.19% 124
2020
Q3 		$2.25M Buy
25,439
+1,334
+6% +$110K 0.2% 123
2020
Q2 		$1.93M Buy
24,105
+2,510
+12% +$212K 0.19% 131
2020
Q1 		$1.75M Buy
21,595
+4,263
+25% +$392K 0.24% 111
2019
Q4 		$1.58M Buy
17,332
+8,109
+88% +$743K 0.2% 143
2019
Q3 		$884K Buy
9,223
+47
+0.5% +$4.28K 0.14% 170
2019
Q2 		$810K Sell
9,176
-1,445
-14% -$128K 0.14% 180
2019
Q1 		$956K Buy
10,621
+1,294
+14% +$114K 0.15% 185
2018
Q4 		$805K Buy
9,327
+2,704
+41% +$230K 0.18% 157
2018
Q3 		$530K Buy
6,623
+3,711
+127% +$300K 0.11% 217
2018
Q2 		$230K Sell
2,912
-17
-0.6% -$1.31K 0.05% 289
2018
Q1 		$227K Sell
2,929
-5,362
-65% -$414K 0.06% 287
2017
Q4 		$697K Buy
8,291
+70
+0.9% +$6.12K 0.25% 128
2017
Q3 		$689K Buy
8,221
+2,451
+42% +$210K 0.3% 102
2017
Q2 		$482K Buy
5,770
+155
+3% +$13K 0.25% 126
2017
Q1 		$460K Buy
+5,615
New +$446K 0.27% 126

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

Kingsview Wealth Management's DUK Position: Q2 2026 in Review

Kingsview Wealth Management increased its Duke Energy (DUK) stake by 5.2% in Q2 2026, buying an estimated $463K and bringing the position to 74,137 shares worth $9.38M. The position accounts for 0.11% of the portfolio, ranked #155.

Kingsview Wealth Management first reported a position in DUK in Q1 2017 and has held it in 38 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kingsview Wealth Management held 74,137 shares of Duke Energy worth $9.38M as of Q2 2026.
  • Kingsview Wealth Management bought 3,674 Duke Energy shares in Q2 2026, an estimated $463K.
  • Duke Energy made up 0.11% of Kingsview Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Kingsview Wealth Management first reported a position in Duke Energy in Q1 2017 and has held it in 38 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.