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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ForthRight Wealth Management's DUK Position: Q1 2026 in Review

ForthRight Wealth Management opened a new position in Duke Energy (DUK) in Q1 2026: 1,625 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #70 among its holdings. This is a return to the name: ForthRight Wealth Management previously reported a position in DUK as recently as Q3 2025.

ForthRight Wealth Management first reported a position in DUK in Q4 2020 and has held it in 13 quarters since. The position peaked at $356K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

ForthRight Wealth Management held 1,625 shares of Duke Energy worth $213K as of Q1 2026.
Duke Energy was a new ForthRight Wealth Management position in Q1 2026.
Duke Energy made up 0.06% of ForthRight Wealth Management's portfolio in Q1 2026, its #70 holding.
ForthRight Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 13 quarters since.
ForthRight Wealth Management's Duke Energy position peaked at $356K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.