KFP
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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
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

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KMG Fiduciary Partners's DUK Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Duke Energy (DUK) stake by 19% in Q2 2026, selling an estimated $1.51M and leaving 50,129 shares worth $6.35M. The position accounts for 0.59% of the portfolio, ranked #43.

KMG Fiduciary Partners first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.13M in Q1 2026. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • KMG Fiduciary Partners held 50,129 shares of Duke Energy worth $6.35M as of Q2 2026.
  • KMG Fiduciary Partners sold 11,995 Duke Energy shares in Q2 2026, an estimated $1.51M.
  • Duke Energy made up 0.59% of KMG Fiduciary Partners's portfolio in Q2 2026, its #43 holding.
  • KMG Fiduciary Partners first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's Duke Energy position peaked at $8.13M in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.