Fortis Group Advisors’s Duke Energy DUK Stock Holding History

Fortis Group 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	$72.2K	Hold	570	–	–	0.01%	290
2026 Q1	$74.6K	Hold	570	–	–	0.01%	290
2025 Q4	$66.8K	Hold	570	–	–	0.01%	291
2025 Q3	$70.5K	Hold	570	–	–	0.01%	248
2025 Q2	$67.3K	Hold	570	–	–	0.01%	234
2025 Q1	$69.5K	Hold	570	–	–	0.01%	203
2024 Q4	$61.4K	Hold	570	–	–	0.01%	211
2024 Q3	$65.7K	Hold	570	–	–	0.01%	197
2024 Q2	$57.1K	Hold	570	–	–	0.01%	202
2024 Q1	$55.1K	Sell	570 -570	-50%	-$54.1K	0.01%	224
2023 Q4	$111K	Buy	1,140 +570	+100%	+$51.8K	0.03%	137
2023 Q3	$50.3K	Buy	+570	New	+$52.3K	0.02%	140
2020 Q3	$318K	Buy	+3,599	New	+$297K	0.06%	134

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 $3.37T AUM 44.26% 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

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

Fortis Group Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 570 shares worth $72.2K. The position accounts for 0.01% of the portfolio, ranked #290.

Fortis Group Advisors first reported a position in DUK in Q3 2020 and has held it in 13 quarters since. The position peaked at $318K in Q3 2020. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Fortis Group Advisors held 570 shares of Duke Energy worth $72.2K as of Q2 2026.
Fortis Group Advisors left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #290 holding.
Fortis Group Advisors first reported a position in Duke Energy in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Duke Energy position peaked at $318K in Q3 2020.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.