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KLCM Advisors’s Duke Energy DUK Stock Holding History

KLCM Advisors’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 		$877K Hold
6,927
– – 0.07% 139
2026
Q1 		$907K Buy
6,927
+100
+1% +$12.5K 0.08% 129
2025
Q4 		$800K Hold
6,827
– – 0.07% 128
2025
Q3 		$845K Sell
6,827
-395
-5% -$47.9K 0.08% 101
2025
Q2 		$852K Sell
7,222
-1,332
-16% -$157K 0.09% 93
2025
Q1 		$1.04M Buy
8,554
+590
+7% +$67.3K 0.12% 81
2024
Q4 		$858K Buy
7,964
+634
+9% +$71.8K 0.1% 88
2024
Q3 		$845K Buy
7,330
+1,267
+21% +$141K 0.1% 86
2024
Q2 		$608K Buy
6,063
+882
+17% +$88.2K 0.08% 95
2024
Q1 		$501K Buy
5,181
+144
+3% +$13.7K 0.06% 98
2023
Q4 		$489K Sell
5,037
-43
-0.8% -$3.91K 0.08% 96
2023
Q3 		$448K Hold
5,080
– – 0.08% 91
2023
Q2 		$456K Buy
5,080
+350
+7% +$33K 0.09% 89
2023
Q1 		$456K Sell
4,730
-1,000
-17% -$98.8K 0.09% 85
2022
Q4 		$590K Buy
5,730
+1,028
+22% +$98.7K 0.12% 73
2022
Q3 		$437K Sell
4,702
-1,260
-21% -$135K 0.1% 74
2022
Q2 		$639K Buy
5,962
+1,270
+27% +$140K 0.14% 64
2022
Q1 		$524K Buy
4,692
+133
+3% +$13.8K 0.11% 70
2021
Q4 		$478K Sell
4,559
-100
-2% -$10.1K 0.1% 70
2021
Q3 		$455K Buy
4,659
+380
+9% +$39.3K 0.1% 72
2021
Q2 		$422K Buy
4,279
+480
+13% +$48.2K 0.09% 72
2021
Q1 		$367K Hold
3,799
– – 0.08% 72
2020
Q4 		$348K Hold
3,799
– – 0.09% 72
2020
Q3 		$336K Hold
3,799
– – 0.1% 71
2020
Q2 		$304K Hold
3,799
– – 0.09% 73
2020
Q1 		$307K Hold
3,799
– – 0.1% 67
2019
Q4 		$347K Buy
+3,799
New +$348K 0.08% 76

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

KLCM Advisors's DUK Position: Q2 2026 in Review

KLCM Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 6,927 shares worth $877K. The position accounts for 0.07% of the portfolio, ranked #139.

KLCM Advisors first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.04M in Q1 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • KLCM Advisors held 6,927 shares of Duke Energy worth $877K as of Q2 2026.
  • KLCM Advisors left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.07% of KLCM Advisors's portfolio in Q2 2026, its #139 holding.
  • KLCM Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • KLCM Advisors's Duke Energy position peaked at $1.04M in Q1 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.