KA
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Klingman & Associates’s Duke Energy DUK Stock Holding History

Klingman & Associates’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 		$283K Buy
2,237
+53
+2% +$6.69K 0.01% 279
2026
Q1 		$286K Sell
2,184
-319
-13% -$39.9K 0.01% 266
2025
Q4 		$293K Buy
2,503
+233
+10% +$28.5K 0.01% 258
2025
Q3 		$281K Buy
+2,270
New +$275K 0.01% 264
2023
Q3 		– Sell
-2,440
Closed -$219K – 223
2023
Q2 		$219K Sell
2,440
-137
-5% -$12.9K 0.02% 205
2023
Q1 		$249K Buy
2,577
+59
+2% +$5.83K 0.02% 173
2022
Q4 		$259K Buy
2,518
+70
+3% +$6.72K 0.02% 173
2022
Q3 		$228K Sell
2,448
-62
-2% -$6.66K 0.02% 170
2022
Q2 		$269K Sell
2,510
-154
-6% -$16.9K 0.03% 157
2022
Q1 		$297K Buy
2,664
+259
+11% +$26.9K 0.03% 166
2021
Q4 		$252K Buy
2,405
+36
+2% +$3.65K 0.02% 159
2021
Q3 		$231K Hold
2,369
– – 0.02% 155
2021
Q2 		$234K Sell
2,369
-43
-2% -$4.32K 0.02% 146
2021
Q1 		$233K Buy
+2,412
New +$220K 0.02% 149
2016
Q4 		– Sell
-311
Closed -$25K – 160
2016
Q3 		$25K Hold
311
– – 0.01% 247
2016
Q2 		$27K Hold
311
– – 0.01% 239
2016
Q1 		$25K Hold
311
– – 0.01% 234
2015
Q4 		$22K Hold
311
– – 0.01% 263
2015
Q3 		$22K Hold
311
– – 0.01% 254
2015
Q2 		$22K Hold
311
– – 0.01% 248
2015
Q1 		$24K Buy
+311
New +$25.2K 0.01% 221

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

Klingman & Associates's DUK Position: Q2 2026 in Review

Klingman & Associates increased its Duke Energy (DUK) stake by 2.4% in Q2 2026, buying an estimated $6.69K and bringing the position to 2,237 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #279.

Klingman & Associates first reported a position in DUK in Q1 2015 and has held it in 21 quarters since. The position peaked at $297K in Q1 2022. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Klingman & Associates held 2,237 shares of Duke Energy worth $283K as of Q2 2026.
  • Klingman & Associates bought 53 Duke Energy shares in Q2 2026, an estimated $6.69K.
  • Duke Energy made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #279 holding.
  • Klingman & Associates first reported a position in Duke Energy in Q1 2015 and has held it in 21 quarters since.
  • Klingman & Associates's Duke Energy position peaked at $297K in Q1 2022.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.