SKK
DUK icon

Shepherd Kaplan Krochuk’s Duke Energy DUK Stock Holding History

Shepherd Kaplan Krochuk’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 		$805K Sell
6,358
-169
-3% -$21.3K 0.64% 36
2026
Q1 		$855K Sell
6,527
-63
-1% -$7.88K 0.72% 36
2025
Q4 		$772K Sell
6,590
-275
-4% -$33.6K 0.64% 36
2025
Q3 		$850K Sell
6,865
-1,085
-14% -$132K 0.7% 36
2025
Q2 		$938K Sell
7,950
-118
-1% -$13.9K 0.82% 28
2025
Q1 		$984K Buy
8,068
+39
+0.5% +$4.45K 0.84% 29
2024
Q4 		$865K Sell
8,029
-1,165
-13% -$132K 0.72% 31
2024
Q3 		$1.06M Sell
9,194
-1,256
-12% -$140K 0.8% 34
2024
Q2 		$1.05M Sell
10,450
-708
-6% -$70.8K 0.83% 35
2024
Q1 		$1.08M Buy
11,158
+285
+3% +$27K 0.86% 33
2023
Q4 		$1.06M Sell
10,873
-438
-4% -$39.8K 0.86% 33
2023
Q3 		$998K Sell
11,311
-668
-6% -$61.2K 0.87% 29
2023
Q2 		$1.07M Buy
+11,979
New +$1.13M 0.85% 29

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Shepherd Kaplan Krochuk's DUK Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its Duke Energy (DUK) stake by 2.6% in Q2 2026, selling an estimated $21.3K and leaving 6,358 shares worth $805K. The position accounts for 0.64% of the portfolio, ranked #36.

Shepherd Kaplan Krochuk first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q1 2024. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Shepherd Kaplan Krochuk held 6,358 shares of Duke Energy worth $805K as of Q2 2026.
  • Shepherd Kaplan Krochuk sold 169 Duke Energy shares in Q2 2026, an estimated $21.3K.
  • Duke Energy made up 0.64% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #36 holding.
  • Shepherd Kaplan Krochuk first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
  • Shepherd Kaplan Krochuk's Duke Energy position peaked at $1.08M in Q1 2024.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.