ForthRight Wealth Management’s Duke Energy DUK Stock Holding History

ForthRight Wealth Management’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	–	Sell	-1,625	Closed	-$213K	–	79
2026 Q1	$213K	Buy	+1,625	New	+$203K	0.06%	70
2025 Q4	–	Sell	-1,617	Closed	-$200K	–	72
2025 Q3	$200K	Buy	+1,617	New	+$196K	0.06%	69
2024 Q2	–	Sell	-3,651	Closed	-$353K	–	67
2024 Q1	$353K	Buy	3,651 +21	+0.6%	+$1.99K	0.13%	47
2023 Q4	$352K	Sell	3,630 -21	-0.6%	-$1.91K	0.14%	44
2023 Q3	$322K	Buy	3,651 +369	+11%	+$33.8K	0.14%	42
2023 Q2	$295K	Buy	3,282 +20	+0.6%	+$1.89K	0.12%	42
2023 Q1	$315K	Buy	3,262 +19	+0.6%	+$1.88K	0.14%	41
2022 Q4	$334K	Buy	3,243 +17	+0.5%	+$1.63K	0.17%	36
2022 Q3	$300K	Buy	3,226 +17	+0.5%	+$1.83K	0.18%	37
2022 Q2	$344K	Buy	3,209 +17	+0.5%	+$1.87K	0.19%	34
2022 Q1	$356K	Buy	3,192 +16	+0.5%	+$1.66K	0.18%	33
2021 Q4	$333K	Buy	+3,176	New	+$322K	0.18%	33
2021 Q1	–	Sell	-1,793	Closed	-$164K	–	69
2020 Q4	$164K	Buy	+1,793	New	+$166K	0.13%	33

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ForthRight Wealth Management's DUK Position: Q2 2026 in Review

ForthRight Wealth Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,625 shares — an estimated $213K sold.

ForthRight Wealth Management first reported a position in DUK in Q4 2020 and held it in 13 quarters. The position peaked at $356K in Q1 2022. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

ForthRight Wealth Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
ForthRight Wealth Management sold 1,625 Duke Energy shares in Q2 2026, an estimated $213K.
ForthRight Wealth Management first reported a position in Duke Energy in Q4 2020 and held it in 13 quarters.
ForthRight Wealth Management's Duke Energy position peaked at $356K in Q1 2022.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.