KBFS
DUK icon

Kohmann Bosshard Financial Services’s Duke Energy DUK Stock Holding History

Kohmann Bosshard Financial Services’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 		$255K Hold
2,013
– – 0.02% 196
2026
Q1 		$264K Hold
2,013
– – 0.03% 167
2025
Q4 		$236K Sell
2,013
-418
-17% -$51K 0.02% 258
2025
Q3 		$301K Buy
2,431
+25
+1% +$3.03K 0.03% 176
2025
Q2 		$284K Hold
2,406
– – 0.03% 157
2025
Q1 		$293K Sell
2,406
-100
-4% -$11.4K 0.03% 167
2024
Q4 		$270K Sell
2,506
-20
-0.8% -$2.27K 0.03% 164
2024
Q3 		$291K Hold
2,526
– – 0.04% 163
2024
Q2 		$253K Hold
2,526
– – 0.03% 167
2024
Q1 		$244K Buy
2,526
+230
+10% +$21.8K 0.03% 176
2023
Q4 		$223K Hold
2,296
– – 0.03% 175
2023
Q3 		$203K Hold
2,296
– – 0.03% 171
2023
Q2 		$206K Buy
+2,296
New +$217K 0.04% 166
2023
Q1 		– Sell
-1,991
Closed -$205K – 168
2022
Q4 		$205K Buy
+1,991
New +$191K 0.04% 149
2020
Q2 		– Sell
-2,445
Closed -$198K – 125
2020
Q1 		$198K Buy
+2,445
New +$225K 0.09% 76
2019
Q4 		– Sell
-1,523
Closed -$146K – 114
2019
Q3 		$146K Sell
1,523
-2,449
-62% -$223K 0.06% 89
2019
Q2 		$350K Buy
+3,972
New +$351K 0.15% 56

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

Kohmann Bosshard Financial Services's DUK Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Duke Energy (DUK) position steady in Q2 2026 at 2,013 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #196.

Kohmann Bosshard Financial Services first reported a position in DUK in Q2 2019 and has held it in 17 quarters since. The position peaked at $350K in Q2 2019. 2,480 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kohmann Bosshard Financial Services held 2,013 shares of Duke Energy worth $255K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #196 holding.
  • Kohmann Bosshard Financial Services first reported a position in Duke Energy in Q2 2019 and has held it in 17 quarters since.
  • Kohmann Bosshard Financial Services's Duke Energy position peaked at $350K in Q2 2019.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.