LMKC
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

L.M. Kohn & Company's DUK Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Duke Energy (DUK) stake by 52% in Q3 2025, selling an estimated $422K and leaving 3,225 shares worth $399K. The position accounts for 0.48% of the portfolio, ranked #66.

L.M. Kohn & Company first reported a position in DUK in Q1 2022 and has held it in 15 quarters since. The position peaked at $853K in Q1 2025. 2,338 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • L.M. Kohn & Company held 3,225 shares of Duke Energy worth $399K as of Q3 2025.
  • L.M. Kohn & Company sold 3,475 Duke Energy shares in Q3 2025, an estimated $422K.
  • Duke Energy made up 0.48% of L.M. Kohn & Company's portfolio in Q3 2025, its #66 holding.
  • L.M. Kohn & Company first reported a position in Duke Energy in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Duke Energy position peaked at $853K in Q1 2025.
  • 2,338 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.