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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
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 $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

KLCM Advisors's DUK Position: Q1 2026 in Review

KLCM Advisors increased its Duke Energy (DUK) stake by 1.5% in Q1 2026, buying an estimated $12.5K and bringing the position to 6,927 shares worth $907K. The position accounts for 0.08% of the portfolio, ranked #129.

KLCM Advisors first reported a position in DUK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.04M in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • KLCM Advisors held 6,927 shares of Duke Energy worth $907K as of Q1 2026.
  • KLCM Advisors bought 100 Duke Energy shares in Q1 2026, an estimated $12.5K.
  • Duke Energy made up 0.08% of KLCM Advisors's portfolio in Q1 2026, its #129 holding.
  • KLCM Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 26 quarters since.
  • KLCM Advisors's Duke Energy position peaked at $1.04M in Q1 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.