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 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 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

Fortis Capital Advisors's DUK Position: Q1 2026 in Review

Fortis Capital Advisors reduced its Duke Energy (DUK) stake by 1.1% in Q1 2026, selling an estimated $2.75K and leaving 1,947 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #322.

Fortis Capital Advisors first reported a position in DUK in Q4 2022 and has held it in 9 quarters since. The position peaked at $299K in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Fortis Capital Advisors held 1,947 shares of Duke Energy worth $255K as of Q1 2026.
Fortis Capital Advisors sold 22 Duke Energy shares in Q1 2026, an estimated $2.75K.
Duke Energy made up 0.03% of Fortis Capital Advisors's portfolio in Q1 2026, its #322 holding.
Fortis Capital Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 9 quarters since.
Fortis Capital Advisors's Duke Energy position peaked at $299K in Q1 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.