Kovitz Investment Group Partners’s Duke Energy DUK Stock Holding History

Kovitz Investment Group 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 Q1	$3.86M	Sell	29,494 -2,863	-9%	-$358K	0.09%	154
2025 Q4	$3.79M	Sell	32,357 -21,056	-39%	-$2.57M	0.08%	162
2025 Q3	$6.61M	Buy	53,413 +2,818	+6%	+$342K	0.03%	409
2025 Q2	$5.97M	Buy	50,595 +27,127	+116%	+$3.2M	0.03%	415
2025 Q1	$2.86M	Buy	23,468 +1,092	+5%	+$124K	0.01%	508
2024 Q4	$2.41M	Buy	22,376 +1,042	+5%	+$118K	0.01%	540
2024 Q3	$1.39M	Sell	21,334 -230	-1%	-$25.6K	0.01%	552
2024 Q2	$2.16M	Buy	21,564 +2,107	+11%	+$211K	0.02%	423
2024 Q1	$1.88M	Buy	+19,457	New	+$1.85M	0.02%	305

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's DUK Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Duke Energy (DUK) stake by 8.8% in Q1 2026, selling an estimated $358K and leaving 29,494 shares worth $3.86M. The position accounts for 0.09% of the portfolio, ranked #154.

Kovitz Investment Group Partners first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.61M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Kovitz Investment Group Partners held 29,494 shares of Duke Energy worth $3.86M as of Q1 2026.
Kovitz Investment Group Partners sold 2,863 Duke Energy shares in Q1 2026, an estimated $358K.
Duke Energy made up 0.09% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #154 holding.
Kovitz Investment Group Partners first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Duke Energy position peaked at $6.61M in Q3 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.