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KPP Advisory Services’s Duke Energy DUK Stock Holding History

KPP Advisory 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 		$554K Sell
4,376
-33
-0.7% -$4.16K 0.07% 212
2026
Q1 		$577K Buy
4,409
+95
+2% +$11.9K 0.08% 194
2025
Q4 		$506K Sell
4,314
-53
-1% -$6.47K 0.07% 201
2025
Q3 		$540K Sell
4,367
-619
-12% -$75.1K 0.08% 194
2025
Q2 		$588K Hold
4,986
– – 0.1% 172
2025
Q1 		$608K Buy
4,986
+760
+18% +$86.6K 0.12% 150
2024
Q4 		$455K Buy
4,226
+670
+19% +$75.9K 0.11% 152
2024
Q3 		$410K Buy
3,556
+170
+5% +$18.9K 0.1% 158
2024
Q2 		$339K Buy
3,386
+280
+9% +$28K 0.09% 168
2024
Q1 		$300K Sell
3,106
-372
-11% -$35.3K 0.08% 185
2023
Q4 		$338K Sell
3,478
-122
-3% -$11.1K 0.3% 88
2023
Q3 		$318K Buy
+3,600
New +$330K 0.1% 143

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KPP Advisory Services's DUK Position: Q2 2026 in Review

KPP Advisory Services reduced its Duke Energy (DUK) stake by 0.75% in Q2 2026, selling an estimated $4.16K and leaving 4,376 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #212.

KPP Advisory Services first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $608K in Q1 2025. 931 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • KPP Advisory Services held 4,376 shares of Duke Energy worth $554K as of Q2 2026.
  • KPP Advisory Services sold 33 Duke Energy shares in Q2 2026, an estimated $4.16K.
  • Duke Energy made up 0.07% of KPP Advisory Services's portfolio in Q2 2026, its #212 holding.
  • KPP Advisory Services first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
  • KPP Advisory Services's Duke Energy position peaked at $608K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.