L.M. Kohn & Company’s Duke Energy DUK Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$399K	Sell	3,225 -3,475	-52%	-$422K	0.48%	66
2025 Q2	$791K	Sell	6,700 -292	-4%	-$34.5K	0.21%	96
2025 Q1	$853K	Sell	6,992 -193	-3%	-$22K	0.22%	95
2024 Q4	$774K	Buy	7,185 +317	+5%	+$35.9K	0.2%	106
2024 Q3	$792K	Buy	6,868 +678	+11%	+$75.5K	0.2%	109
2024 Q2	$620K	Buy	6,190 +125	+2%	+$12.5K	0.17%	123
2024 Q1	$587K	Buy	6,065 +653	+12%	+$61.9K	0.16%	133
2023 Q4	$525K	Buy	5,412 +1	+0%	+$91	0.17%	125
2023 Q3	$478K	Buy	5,411 +329	+6%	+$30.2K	0.17%	122
2023 Q2	$456K	Buy	5,082 +700	+16%	+$66.1K	0.17%	127
2023 Q1	$423K	Sell	4,382 -43	-1%	-$4.25K	0.18%	134
2022 Q4	$456K	Buy	4,425 +175	+4%	+$16.8K	0.21%	117
2022 Q3	$396K	Buy	4,250 +2	+0%	+$215	0.19%	131
2022 Q2	$456K	Buy	4,248 +33	+0.8%	+$3.63K	0.21%	119
2022 Q1	$471K	Buy	+4,215	New	+$438K	0.18%	141

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management

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

Massachusetts Financial Services

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return