Bayforest Capital’s Duke Energy DUK Stock Holding History

Bayforest Capital’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	–	Sell	-1,419	Closed	-$186K	–	1017
2026 Q1	$186K	Buy	1,419 +182	+15%	+$22.8K	0.21%	145
2025 Q4	$145K	Sell	1,237 -2,767	-69%	-$338K	0.11%	379
2025 Q3	$495K	Buy	4,004 +1,302	+48%	+$158K	0.24%	145
2025 Q2	$319K	Sell	2,702 -4,641	-63%	-$548K	0.14%	290
2025 Q1	$896K	Buy	7,343 +7,265	+9,314%	+$828K	0.39%	50
2024 Q4	$8.4K	Buy	+78	New	+$8.84K	0.01%	634

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bayforest Capital's DUK Position: Q2 2026 in Review

Bayforest Capital sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,419 shares — an estimated $186K sold.

Bayforest Capital first reported a position in DUK in Q4 2024 and held it in 6 quarters. The position peaked at $896K in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Bayforest Capital reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Bayforest Capital sold 1,419 Duke Energy shares in Q2 2026, an estimated $186K.
Bayforest Capital first reported a position in Duke Energy in Q4 2024 and held it in 6 quarters.
Bayforest Capital's Duke Energy position peaked at $896K in Q1 2025.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.