FWP
DUK icon

Firethorn Wealth Partners’s Duke Energy DUK Stock Holding History

Firethorn Wealth Partners’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 		$659K Buy
5,203
+33
+0.6% +$4.16K 0.21% 92
2026
Q1 		$677K Buy
5,170
+1,098
+27% +$137K 0.25% 90
2025
Q4 		$477K Buy
4,072
+21
+0.5% +$2.56K 0.18% 109
2025
Q3 		$501K Buy
4,051
+19
+0.5% +$2.31K 0.2% 105
2025
Q2 		$476K Sell
4,032
-784
-16% -$92.5K 0.21% 102
2025
Q1 		$587K Sell
4,816
-241
-5% -$27.5K 0.28% 83
2024
Q4 		$545K Buy
5,057
+19
+0.4% +$2.15K 0.27% 76
2024
Q3 		$581K Sell
5,038
-313
-6% -$34.8K 0.29% 76
2024
Q2 		$536K Sell
5,351
-499
-9% -$49.9K 0.3% 75
2024
Q1 		$566K Buy
5,850
+231
+4% +$21.9K 0.33% 68
2023
Q4 		$545K Buy
5,619
+574
+11% +$52.2K 0.36% 58
2023
Q3 		$445K Sell
5,045
-17
-0.3% -$1.56K 0.34% 59
2023
Q2 		$454K Buy
5,062
+273
+6% +$25.8K 0.34% 57
2023
Q1 		$475K Buy
4,789
+6
+0.1% +$593 0.37% 53
2022
Q4 		$493K Sell
4,783
-43
-0.9% -$4.13K 0.42% 55
2022
Q3 		$449K Sell
4,826
-134
-3% -$14.4K 0.42% 61
2022
Q2 		$545K Buy
4,960
+31
+0.6% +$3.41K 0.44% 52
2022
Q1 		$550K Sell
4,929
-55
-1% -$5.71K 0.42% 59
2021
Q4 		$523K Buy
+4,984
New +$505K 0.39% 61
2021
Q2 		$439K Buy
4,449
+78
+2% +$7.84K 0.37% 61
2021
Q1 		$422K Buy
4,371
+1,409
+48% +$129K 0.39% 65
2020
Q4 		$271K Buy
+2,962
New +$274K 0.29% 74

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Firethorn Wealth Partners's DUK Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Duke Energy (DUK) stake by 0.64% in Q2 2026, buying an estimated $4.16K and bringing the position to 5,203 shares worth $659K. The position accounts for 0.21% of the portfolio, ranked #92.

Firethorn Wealth Partners first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $677K in Q1 2026. 957 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Firethorn Wealth Partners held 5,203 shares of Duke Energy worth $659K as of Q2 2026.
  • Firethorn Wealth Partners bought 33 Duke Energy shares in Q2 2026, an estimated $4.16K.
  • Duke Energy made up 0.21% of Firethorn Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • Firethorn Wealth Partners first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • Firethorn Wealth Partners's Duke Energy position peaked at $677K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.