Finward Bancorp’s Duke Energy DUK Stock Holding History

Finward Bancorp’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	$746K	Sell	5,894 -49	-0.8%	-$6.18K	0.57%	43
2026 Q1	$778K	Hold	5,943	–	–	0.62%	41
2025 Q4	$697K	Sell	5,943 -105	-2%	-$12.8K	0.54%	45
2025 Q3	$748K	Sell	6,048 -202	-3%	-$24.5K	0.57%	40
2025 Q2	$738K	Sell	6,250 -5	-0.1%	-$590	0.58%	47
2025 Q1	$763K	Sell	6,255 -45	-0.7%	-$5.13K	0.66%	44
2024 Q4	$679K	Buy	+6,300	New	+$714K	0.59%	43

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Finward Bancorp's DUK Position: Q2 2026 in Review

Finward Bancorp reduced its Duke Energy (DUK) stake by 0.82% in Q2 2026, selling an estimated $6.18K and leaving 5,894 shares worth $746K. The position accounts for 0.57% of the portfolio, ranked #43.

Finward Bancorp first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $778K in Q1 2026. 579 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Finward Bancorp held 5,894 shares of Duke Energy worth $746K as of Q2 2026.
Finward Bancorp sold 49 Duke Energy shares in Q2 2026, an estimated $6.18K.
Duke Energy made up 0.57% of Finward Bancorp's portfolio in Q2 2026, its #43 holding.
Finward Bancorp first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Finward Bancorp's Duke Energy position peaked at $778K in Q1 2026.
579 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.