KFP
DUK icon

KMG Fiduciary Partners’s Duke Energy DUK Stock Holding History

KMG Fiduciary Partners’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
Q3 		$5.3M Sell
46,492
-3,637
-7% -$446K 0.52% 49
2026
Q2 		$6.35M Sell
50,129
-11,995
-19% -$1.51M 0.59% 43
2026
Q1 		$8.13M Buy
62,124
+67
+0.1% +$8.38K 0.6% 45
2025
Q4 		$7.27M Buy
62,057
+1,695
+3% +$207K 0.52% 53
2025
Q3 		$7.47M Buy
60,362
+5,585
+10% +$678K 0.5% 54
2025
Q2 		$6.46M Sell
54,777
-35
-0.1% -$4.13K 0.48% 57
2025
Q1 		$6.69M Buy
54,812
+2,715
+5% +$309K 0.56% 53
2024
Q4 		$5.61M Buy
52,097
+2,705
+5% +$306K 0.46% 58
2024
Q3 		$5.69M Sell
49,392
-8,311
-14% -$925K 0.49% 56
2024
Q2 		$5.78M Buy
57,703
+2,140
+4% +$214K 0.57% 44
2024
Q1 		$5.37M Buy
55,563
+1,039
+2% +$98.6K 0.56% 49
2023
Q4 		$5.29M Sell
54,524
-1,584
-3% -$144K 0.62% 42
2023
Q3 		$4.95M Sell
56,108
-530
-0.9% -$48.6K 0.65% 39
2023
Q2 		$5.08M Buy
56,638
+10,999
+24% +$1.04M 0.66% 41
2023
Q1 		$4.4M Buy
45,639
+2,787
+7% +$275K 0.63% 45
2022
Q4 		$4.41M Buy
42,852
+4,698
+12% +$451K 0.72% 42
2022
Q3 		$3.55M Buy
38,154
+11,992
+46% +$1.29M 0.68% 45
2022
Q2 		$2.81M Buy
26,162
+2,892
+12% +$318K 0.52% 50
2022
Q1 		$2.6M Buy
23,270
+4,393
+23% +$456K 0.42% 59
2021
Q4 		$1.98M Sell
18,877
-37
-0.2% -$3.75K 0.31% 82
2021
Q3 		$1.85M Sell
18,914
-601
-3% -$62.2K 0.31% 79
2021
Q2 		$1.93M Buy
19,515
+890
+5% +$89.4K 0.34% 68
2021
Q1 		$1.8M Buy
18,625
+1,619
+10% +$148K 0.35% 66
2020
Q4 		$1.53M Buy
17,006
+1,102
+7% +$102K 0.32% 72
2020
Q3 		$1.41M Sell
15,904
-347
-2% -$28.6K 0.35% 63
2020
Q2 		$1.3M Sell
16,251
-278
-2% -$23.5K 0.36% 64
2020
Q1 		$1.34M Sell
16,529
-12,271
-43% -$1.13M 0.43% 55
2019
Q4 		$2.63M Buy
28,800
+664
+2% +$60.9K 0.8% 38
2019
Q3 		$2.7M Buy
28,136
+1,437
+5% +$131K 0.92% 34
2019
Q2 		$2.36M Buy
26,699
+2,846
+12% +$252K 0.85% 36
2019
Q1 		$2.15M Buy
23,853
+834
+4% +$73.5K 0.82% 35
2018
Q4 		$1.99M Buy
+23,019
New +$1.96M 0.9% 34

Other funds holding DUK

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

KMG Fiduciary Partners's DUK Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its Duke Energy (DUK) stake by 7.3% in Q3 2026, selling an estimated $446K and leaving 46,492 shares worth $5.3M. The position accounts for 0.52% of the portfolio, ranked #49.

KMG Fiduciary Partners first reported a position in DUK in Q4 2018 and has held it in 32 quarters since. The position peaked at $8.13M in Q1 2026. 351 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • KMG Fiduciary Partners held 46,492 shares of Duke Energy worth $5.3M as of Q3 2026.
  • KMG Fiduciary Partners sold 3,637 Duke Energy shares in Q3 2026, an estimated $446K.
  • Duke Energy made up 0.52% of KMG Fiduciary Partners's portfolio in Q3 2026, its #49 holding.
  • KMG Fiduciary Partners first reported a position in Duke Energy in Q4 2018 and has held it in 32 quarters since.
  • KMG Fiduciary Partners's Duke Energy position peaked at $8.13M in Q1 2026.
  • 351 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.