Kuhn & Co Investment Counsel’s Duke Energy DUK Stock Holding History

Kuhn & Co Investment Counsel’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	$721K	Buy	5,696 +16	+0.3%	+$2.02K	0.42%	67
2026 Q1	$744K	Buy	5,680 +4	+0.1%	+$500	0.48%	62
2025 Q4	$665K	Buy	5,676 +31	+0.5%	+$3.79K	0.44%	67
2025 Q3	$699K	Sell	5,645 -31	-0.5%	-$3.76K	0.55%	60
2025 Q2	$670K	Hold	5,676	–	–	0.51%	67
2025 Q1	$692K	Hold	5,676	–	–	0.58%	57
2024 Q4	$612K	Hold	5,676	–	–	0.52%	65
2024 Q3	$654K	Sell	5,676 -117	-2%	-$13K	0.56%	63
2024 Q2	$581K	Hold	5,793	–	–	0.52%	59
2024 Q1	$560K	Hold	5,793	–	–	0.53%	61
2023 Q4	$562K	Buy	+5,793	New	+$527K	0.58%	56

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kuhn & Co Investment Counsel's DUK Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Duke Energy (DUK) stake by 0.28% in Q2 2026, buying an estimated $2.02K and bringing the position to 5,696 shares worth $721K. The position accounts for 0.42% of the portfolio, ranked #67.

Kuhn & Co Investment Counsel first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $744K in Q1 2026. 1,603 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Kuhn & Co Investment Counsel held 5,696 shares of Duke Energy worth $721K as of Q2 2026.
Kuhn & Co Investment Counsel bought 16 Duke Energy shares in Q2 2026, an estimated $2.02K.
Duke Energy made up 0.42% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #67 holding.
Kuhn & Co Investment Counsel first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Duke Energy position peaked at $744K in Q1 2026.
1,603 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.