Kovack Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.02M | Buy |
15,410
+6,549
| +74% | +$819K | 0.11% | 190 |
|
|
2025
Q4 | $1.04M | Buy |
8,861
+2,912
| +49% | +$356K | 0.05% | 356 |
|
|
2025
Q3 | $736K | Sell |
5,949
-2,359
| -28% | -$286K | 0.07% | 251 |
|
|
2025
Q2 | $980K | Sell |
8,308
-114
| -1% | -$13.5K | 0.1% | 201 |
|
|
2025
Q1 | $1.03M | Sell |
8,422
-608
| -7% | -$69.3K | 0.11% | 172 |
|
|
2024
Q4 | $973K | Buy |
9,030
+631
| +8% | +$71.5K | 0.1% | 174 |
|
|
2024
Q3 | $968K | Sell |
8,399
-582
| -6% | -$64.8K | 0.1% | 166 |
|
|
2024
Q2 | $900K | Buy |
8,981
+298
| +3% | +$29.8K | 0.1% | 179 |
|
|
2024
Q1 | $840K | Buy |
8,683
+1,543
| +22% | +$146K | 0.1% | 167 |
|
|
2023
Q4 | $693K | Sell |
7,140
-69
| -1% | -$6.28K | 0.08% | 231 |
|
|
2023
Q3 | $636K | Sell |
7,209
-333
| -4% | -$30.5K | 0.09% | 216 |
|
|
2023
Q2 | $677K | Buy |
7,542
+291
| +4% | +$27.5K | 0.09% | 223 |
|
|
2023
Q1 | $700K | Buy |
7,251
+103
| +1% | +$10.2K | 0.1% | 212 |
|
|
2022
Q4 | $736K | Buy |
7,148
+1,555
| +28% | +$149K | 0.11% | 204 |
|
|
2022
Q3 | $520K | Sell |
5,593
-840
| -13% | -$90.2K | 0.08% | 272 |
|
|
2022
Q2 | $690K | Sell |
6,433
-130
| -2% | -$14.3K | 0.09% | 240 |
|
|
2022
Q1 | $732K | Buy |
6,563
+110
| +2% | +$11.4K | 0.08% | 287 |
|
|
2021
Q4 | $677K | Sell |
6,453
-30
| -0.5% | -$3.04K | 0.07% | 312 |
|
|
2021
Q3 | $633K | Buy |
6,483
+80
| +1% | +$8.28K | 0.07% | 318 |
|
|
2021
Q2 | $632K | Buy |
6,403
+361
| +6% | +$36.3K | 0.07% | 296 |
|
|
2021
Q1 | $583K | Buy |
6,042
+1,205
| +25% | +$110K | 0.08% | 281 |
|
|
2020
Q4 | $443K | Buy |
4,837
+18
| +0.4% | +$1.67K | 0.06% | 308 |
|
|
2020
Q3 | $427K | Buy |
4,819
+483
| +11% | +$39.8K | 0.08% | 259 |
|
|
2020
Q2 | $346K | Buy |
4,336
+378
| +10% | +$31.9K | 0.07% | 290 |
|
|
2020
Q1 | $320K | Buy |
3,958
+79
| +2% | +$7.26K | 0.07% | 273 |
|
|
2019
Q4 | $354K | Buy |
3,879
+797
| +26% | +$73.1K | 0.06% | 327 |
|
|
2019
Q3 | $295K | Buy |
3,082
+603
| +24% | +$54.9K | 0.06% | 339 |
|
|
2019
Q2 | $219K | Sell |
2,479
-75
| -3% | -$6.63K | 0.05% | 376 |
|
|
2019
Q1 | $230K | Sell |
2,554
-438
| -15% | -$38.6K | 0.06% | 349 |
|
|
2018
Q4 | $258K | Sell |
2,992
-255
| -8% | -$21.7K | 0.08% | 293 |
|
|
2018
Q3 | $260K | Sell |
3,247
-781
| -19% | -$63.2K | 0.07% | 327 |
|
|
2018
Q2 | $319K | Sell |
4,028
-944
| -19% | -$72.6K | 0.09% | 258 |
|
|
2018
Q1 | $385K | Buy |
4,972
+1,387
| +39% | +$107K | 0.1% | 246 |
|
|
2017
Q4 | $302K | Sell |
3,585
-566
| -14% | -$49.4K | 0.08% | 304 |
|
|
2017
Q3 | $348K | Sell |
4,151
-353
| -8% | -$30.2K | 0.12% | 207 |
|
|
2017
Q2 | $377K | Buy |
+4,504
| New | +$379K | 0.12% | 202 |
|
Other funds holding DUK
VCM
VPM
Kovack Advisors's DUK Position: Q1 2026 in Review
Kovack Advisors increased its Duke Energy (DUK) stake by 74% in Q1 2026, buying an estimated $819K and bringing the position to 15,410 shares worth $2.02M. The position accounts for 0.11% of the portfolio, ranked #190.
Kovack Advisors first reported a position in DUK in Q2 2017 and has held it in 36 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Kovack Advisors held 15,410 shares of Duke Energy worth $2.02M as of Q1 2026.
- Kovack Advisors bought 6,549 Duke Energy shares in Q1 2026, an estimated $819K.
- Duke Energy made up 0.11% of Kovack Advisors's portfolio in Q1 2026, its #190 holding.
- Kovack Advisors first reported a position in Duke Energy in Q2 2017 and has held it in 36 quarters since.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.