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Fortis Capital Advisors’s Duke Energy DUK Stock Holding History

Fortis Capital 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 		$307K Buy
2,424
+477
+24% +$60.2K 0.03% 325
2026
Q1 		$255K Sell
1,947
-22
-1% -$2.75K 0.03% 322
2025
Q4 		$231K Buy
1,969
+3
+0.2% +$366 0.03% 277
2025
Q3 		$243K Sell
1,966
-508
-21% -$61.6K 0.04% 243
2025
Q2 		$292K Buy
2,474
+26
+1% +$3.07K 0.05% 203
2025
Q1 		$299K Buy
2,448
+287
+13% +$32.7K 0.06% 206
2024
Q4 		$246K Buy
2,161
+86
+4% +$9.74K 0.08% 152
2024
Q3 		$239K Buy
+2,075
New +$231K 0.08% 156
2023
Q2 		– Sell
-227
Closed -$21.9K – 243
2023
Q1 		$21.9K Buy
227
+35
+18% +$3.46K 0.01% 393
2022
Q4 		$19.8K Buy
+192
New +$18.4K 0.01% 407

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 $3.38T AUM 44.17% 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

Fortis Capital Advisors's DUK Position: Q2 2026 in Review

Fortis Capital Advisors increased its Duke Energy (DUK) stake by 24% in Q2 2026, buying an estimated $60.2K and bringing the position to 2,424 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #325.

Fortis Capital Advisors first reported a position in DUK in Q4 2022 and has held it in 10 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fortis Capital Advisors held 2,424 shares of Duke Energy worth $307K as of Q2 2026.
  • Fortis Capital Advisors bought 477 Duke Energy shares in Q2 2026, an estimated $60.2K.
  • Duke Energy made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #325 holding.
  • Fortis Capital Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 10 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.