Kovitz Investment Group Partners
DUK icon

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
Q2 		$3.48M Sell
27,509
-1,985
-7% -$250K 0.08% 163
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
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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's DUK Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Duke Energy (DUK) stake by 6.7% in Q2 2026, selling an estimated $250K and leaving 27,509 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #163.

Kovitz Investment Group Partners first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.61M in Q3 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kovitz Investment Group Partners held 27,509 shares of Duke Energy worth $3.48M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,985 Duke Energy shares in Q2 2026, an estimated $250K.
  • Duke Energy made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #163 holding.
  • Kovitz Investment Group Partners first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Duke Energy position peaked at $6.61M in Q3 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.