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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
2018
Q4 		– Sell
-1,200
Closed -$3K – 393
2018
Q3 		$3K Buy
+1,200
New +$97K ﹤0.01% 367
2018
Q2 		– Sell
-1,000
Closed -$1K – 390
2018
Q1 		$1K Buy
+1,000
New +$77.3K ﹤0.01% 348

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

Kingsview Wealth Management's DUK Position: Q1 2026 in Review

Kingsview Wealth Management increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $1.02M and bringing the position to 70,463 shares worth $9.23M. The position accounts for 0.13% of the portfolio, ranked #142.

Kingsview Wealth Management first reported a position in DUK in Q1 2017 and has held it in 37 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Kingsview Wealth Management held 70,463 shares of Duke Energy worth $9.23M as of Q1 2026.
  • Kingsview Wealth Management bought 8,155 Duke Energy shares in Q1 2026, an estimated $1.02M.
  • Duke Energy made up 0.13% of Kingsview Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Kingsview Wealth Management first reported a position in Duke Energy in Q1 2017 and has held it in 37 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.