RK
DUK icon

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
Q2 		$217K Buy
1,715
+29
+2% +$3.66K 0.03% 105
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rather & Kittrell's DUK Position: Q2 2026 in Review

Rather & Kittrell increased its Duke Energy (DUK) stake by 1.7% in Q2 2026, buying an estimated $3.66K and bringing the position to 1,715 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #105.

Rather & Kittrell first reported a position in DUK in Q4 2021 and has held it in 5 quarters since. The position peaked at $221K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Rather & Kittrell held 1,715 shares of Duke Energy worth $217K as of Q2 2026.
  • Rather & Kittrell bought 29 Duke Energy shares in Q2 2026, an estimated $3.66K.
  • Duke Energy made up 0.03% of Rather & Kittrell's portfolio in Q2 2026, its #105 holding.
  • Rather & Kittrell first reported a position in Duke Energy in Q4 2021 and has held it in 5 quarters since.
  • Rather & Kittrell's Duke Energy position peaked at $221K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.