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First Foundation Advisors’s Duke Energy DUK Stock Holding History

First Foundation Advisors’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 		$353K Buy
+2,790
New +$352K 0.01% 282
2025
Q4 		– Sell
-1,617
Closed -$200K – 344
2025
Q3 		$200K Buy
+1,617
New +$196K 0.01% 321
2024
Q4 		– Sell
-2,075
Closed -$239K – 343
2024
Q3 		$239K Buy
2,075
+191
+10% +$21.3K 0.01% 313
2024
Q2 		$189K Buy
1,884
+726
+63% +$72.6K 0.01% 333
2024
Q1 		$112K Sell
1,158
-629
-35% -$59.7K ﹤0.01% 369
2023
Q4 		$173K Sell
1,787
-1,613
-47% -$147K 0.01% 348
2023
Q3 		$300K Buy
3,400
+333
+11% +$30.5K 0.01% 327
2023
Q2 		$275K Buy
3,067
+611
+25% +$57.7K 0.01% 329
2023
Q1 		$237K Sell
2,456
-50
-2% -$4.94K 0.01% 338
2022
Q4 		$258K Buy
2,506
+278
+12% +$26.7K 0.01% 331
2022
Q3 		$207K Sell
2,228
-532
-19% -$57.1K 0.01% 347
2022
Q2 		$296K Sell
2,760
-585
-17% -$64.3K 0.01% 314
2022
Q1 		$374K Buy
+3,345
New +$347K 0.01% 302
2019
Q2 		– Sell
-3,464
Closed -$312K – 350
2019
Q1 		$312K Sell
3,464
-100
-3% -$8.82K 0.02% 262
2018
Q4 		$308K Sell
3,564
-401
-10% -$34.1K 0.02% 313
2018
Q3 		$317K Buy
3,965
+258
+7% +$20.9K 0.02% 283
2018
Q2 		$293K Buy
3,707
+284
+8% +$21.8K 0.02% 270
2018
Q1 		$265K Sell
3,423
-383
-10% -$29.6K 0.01% 277
2017
Q4 		$320K Buy
3,806
+78
+2% +$6.81K 0.02% 268
2017
Q3 		$313K Sell
3,728
-846
-18% -$72.4K 0.02% 240
2017
Q2 		$382K Buy
+4,574
New +$384K 0.02% 228
2014
Q3 		– Sell
-2,820
Closed -$209K – 246
2014
Q2 		$209K Buy
+2,820
New +$203K 0.02% 208

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Foundation Advisors's DUK Position: Q2 2026 in Review

First Foundation Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 2,790 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in DUK as recently as Q3 2025.

First Foundation Advisors first reported a position in DUK in Q2 2014 and has held it in 22 quarters since. The position peaked at $382K in Q2 2017. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • First Foundation Advisors held 2,790 shares of Duke Energy worth $353K as of Q2 2026.
  • Duke Energy was a new First Foundation Advisors position in Q2 2026.
  • Duke Energy made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #282 holding.
  • First Foundation Advisors first reported a position in Duke Energy in Q2 2014 and has held it in 22 quarters since.
  • First Foundation Advisors's Duke Energy position peaked at $382K in Q2 2017.
  • 2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.