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Fortem Financial Group’s Duke Energy DUK Stock Holding History

Fortem Financial Group’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 		$864K Buy
6,829
+1,159
+20% +$146K 0.18% 96
2026
Q1 		$742K Buy
5,670
+2,270
+67% +$284K 0.19% 101
2025
Q4 		$399K Buy
3,400
+824
+32% +$101K 0.11% 128
2025
Q3 		$319K Buy
2,576
+75
+3% +$9.1K 0.09% 133
2025
Q2 		$295K Buy
+2,501
New +$295K 0.1% 133

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortem Financial Group's DUK Position: Q2 2026 in Review

Fortem Financial Group increased its Duke Energy (DUK) stake by 20% in Q2 2026, buying an estimated $146K and bringing the position to 6,829 shares worth $864K. The position accounts for 0.18% of the portfolio, ranked #96.

Fortem Financial Group first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fortem Financial Group held 6,829 shares of Duke Energy worth $864K as of Q2 2026.
  • Fortem Financial Group bought 1,159 Duke Energy shares in Q2 2026, an estimated $146K.
  • Duke Energy made up 0.18% of Fortem Financial Group's portfolio in Q2 2026, its #96 holding.
  • Fortem Financial Group first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.