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 Q3	$659K	Sell	5,779 -115	-2%	-$14.1K	0.49%	48
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 $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Finward Bancorp's DUK Position: Q3 2026 in Review

Finward Bancorp reduced its Duke Energy (DUK) stake by 2% in Q3 2026, selling an estimated $14.1K and leaving 5,779 shares worth $659K. The position accounts for 0.49% of the portfolio, ranked #48.

Finward Bancorp first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $778K in Q1 2026. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Finward Bancorp held 5,779 shares of Duke Energy worth $659K as of Q3 2026.
Finward Bancorp sold 115 Duke Energy shares in Q3 2026, an estimated $14.1K.
Duke Energy made up 0.49% of Finward Bancorp's portfolio in Q3 2026, its #48 holding.
Finward Bancorp first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's Duke Energy position peaked at $778K in Q1 2026.
720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.