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Kraematon Investment Advisors’s Duke Energy DUK Stock Holding History

Kraematon Investment Advisors’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 		$308K Buy
2,431
+17
+0.7% +$2.14K 0.23% 87
2026
Q1 		$316K Buy
2,414
+15
+0.6% +$1.88K 0.26% 84
2025
Q4 		$281K Buy
2,399
+17
+0.7% +$2.08K 0.22% 84
2025
Q3 		$295K Buy
2,382
+16
+0.7% +$1.94K 0.25% 77
2025
Q2 		$279K Buy
2,366
+17
+0.7% +$2.01K 0.26% 78
2025
Q1 		$287K Sell
2,349
-321
-12% -$36.6K 0.29% 72
2024
Q4 		$288K Buy
2,670
+20
+0.8% +$2.27K 0.28% 72
2024
Q3 		$305K Buy
2,650
+20
+0.8% +$2.23K 0.3% 68
2024
Q2 		$264K Sell
2,630
-64
-2% -$6.4K 0.27% 73
2024
Q1 		$261K Sell
2,694
-27
-1% -$2.56K 0.26% 74
2023
Q4 		$264K Buy
2,721
+23
+0.9% +$2.09K 0.29% 71
2023
Q3 		$238K Sell
2,698
-434
-14% -$39.8K 0.29% 71
2023
Q2 		$281K Buy
3,132
+28
+0.9% +$2.64K 0.31% 70
2023
Q1 		$299K Buy
3,104
+27
+0.9% +$2.67K 0.35% 63
2022
Q4 		$317K Sell
3,077
-174
-5% -$16.7K 0.34% 64
2022
Q3 		$302K Sell
3,251
-26
-0.8% -$2.79K 0.39% 62
2022
Q2 		$351K Buy
3,277
+25
+0.8% +$2.75K 0.41% 59
2022
Q1 		$363K Buy
3,252
+24
+0.7% +$2.49K 0.35% 61
2021
Q4 		$339K Buy
+3,228
New +$327K 0.3% 74

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kraematon Investment Advisors's DUK Position: Q2 2026 in Review

Kraematon Investment Advisors increased its Duke Energy (DUK) stake by 0.7% in Q2 2026, buying an estimated $2.14K and bringing the position to 2,431 shares worth $308K. The position accounts for 0.23% of the portfolio, ranked #87.

Kraematon Investment Advisors first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $363K in Q1 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kraematon Investment Advisors held 2,431 shares of Duke Energy worth $308K as of Q2 2026.
  • Kraematon Investment Advisors bought 17 Duke Energy shares in Q2 2026, an estimated $2.14K.
  • Duke Energy made up 0.23% of Kraematon Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Kraematon Investment Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Kraematon Investment Advisors's Duke Energy position peaked at $363K in Q1 2022.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.