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FORA Capital’s Duke Energy DUK Stock Holding History

FORA 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
2025
Q4 		– Sell
-7,145
Closed -$884K – 492
2025
Q3 		$884K Buy
+7,145
New +$867K 0.16% 182
2025
Q1 		– Sell
-2,897
Closed -$312K – 533
2024
Q4 		$312K Buy
+2,897
New +$328K 0.04% 306
2023
Q3 		– Sell
-52,451
Closed -$4.71M – 494
2023
Q2 		$4.71M Buy
52,451
+46,164
+734% +$4.36M 0.67% 41
2023
Q1 		$607K Buy
+6,287
New +$621K 0.06% 327
2022
Q1 		– Sell
-2,071
Closed -$217K – 541
2021
Q4 		$217K Buy
+2,071
New +$210K 0.08% 279
2020
Q3 		– Sell
-14,932
Closed -$1.19M – 726
2020
Q2 		$1.19M Sell
14,932
-4,663
-24% -$394K 0.41% 49
2020
Q1 		$1.58M Sell
19,595
-51,116
-72% -$4.7M 0.34% 63
2019
Q4 		$6.45M Buy
+70,711
New +$6.48M 0.65% 24

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FORA Capital's DUK Position: Q4 2025 in Review

FORA Capital sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 7,145 shares — an estimated $884K sold.

FORA Capital first reported a position in DUK in Q4 2019 and held it in 8 quarters. The position peaked at $6.45M in Q4 2019. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • FORA Capital reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 7,145 Duke Energy shares in Q4 2025, an estimated $884K.
  • FORA Capital first reported a position in Duke Energy in Q4 2019 and held it in 8 quarters.
  • FORA Capital's Duke Energy position peaked at $6.45M in Q4 2019.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.