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 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 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

Shepherd Kaplan Krochuk's DUK Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its Duke Energy (DUK) stake by 0.96% in Q1 2026, selling an estimated $7.88K and leaving 6,527 shares worth $855K. The position accounts for 0.72% of the portfolio, ranked #36.

Shepherd Kaplan Krochuk first reported a position in DUK in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Shepherd Kaplan Krochuk held 6,527 shares of Duke Energy worth $855K as of Q1 2026.
Shepherd Kaplan Krochuk sold 63 Duke Energy shares in Q1 2026, an estimated $7.88K.
Duke Energy made up 0.72% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #36 holding.
Shepherd Kaplan Krochuk first reported a position in Duke Energy in Q2 2023 and has held it in 12 quarters since.
Shepherd Kaplan Krochuk's Duke Energy position peaked at $1.08M in Q1 2024.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.