Rather & Kittrell’s Duke Energy DUK Stock Holding History

Rather & Kittrell’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 Q1	$221K	Sell	1,686 -36	-2%	-$4.5K	0.03%	104
2025 Q4	$202K	Buy	1,722 +46	+3%	+$5.62K	0.03%	105
2025 Q3	$207K	Buy	+1,676	New	+$203K	0.04%	94
2022 Q1	–	Sell	-1,297	Closed	-$136K	–	120
2021 Q4	$136K	Buy	+1,297	New	+$131K	0.12%	71

Other funds holding DUK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rather & Kittrell's DUK Position: Q1 2026 in Review

Rather & Kittrell reduced its Duke Energy (DUK) stake by 2.1% in Q1 2026, selling an estimated $4.5K and leaving 1,686 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #104.

Rather & Kittrell first reported a position in DUK in Q4 2021 and has held it in 4 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Rather & Kittrell held 1,686 shares of Duke Energy worth $221K as of Q1 2026.
Rather & Kittrell sold 36 Duke Energy shares in Q1 2026, an estimated $4.5K.
Duke Energy made up 0.03% of Rather & Kittrell's portfolio in Q1 2026, its #104 holding.
Rather & Kittrell first reported a position in Duke Energy in Q4 2021 and has held it in 4 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.