FAG
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Fortitude Advisory Group’s Duke Energy DUK Stock Holding History

Fortitude Advisory Group’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 		$230K Buy
1,817
+73
+4% +$9.21K 0.09% 202
2026
Q1 		$228K Buy
1,744
+12
+0.7% +$1.5K 0.1% 190
2025
Q4 		$203K Buy
1,732
+8
+0.5% +$977 0.09% 194
2025
Q3 		$213K Sell
1,724
-65
-4% -$7.89K 0.11% 187
2025
Q2 		$211K Hold
1,789
– – 0.12% 185
2025
Q1 		$215K Buy
+1,789
New +$204K 0.15% 162
2024
Q4 		– Sell
-1,940
Closed -$224K – 207
2024
Q3 		$224K Sell
1,940
-222
-10% -$24.7K 0.14% 172
2024
Q2 		$217K Sell
2,162
-244
-10% -$24.4K 0.13% 164
2024
Q1 		$233K Sell
2,406
-767
-24% -$72.8K 0.13% 167
2023
Q4 		$308K Buy
3,173
+252
+9% +$22.9K 0.19% 124
2023
Q3 		$258K Buy
2,921
+33
+1% +$3.02K 0.17% 135
2023
Q2 		$259K Sell
2,888
-118
-4% -$11.1K 0.19% 132
2023
Q1 		$290K Buy
3,006
+4
+0.1% +$395 0.22% 120
2022
Q4 		$309K Buy
3,002
+104
+4% +$9.98K 0.26% 112
2022
Q3 		$270K Buy
2,898
+101
+4% +$10.8K 0.26% 110
2022
Q2 		$300K Sell
2,797
-145
-5% -$15.9K 0.27% 100
2022
Q1 		$328K Buy
2,942
+115
+4% +$11.9K 0.17% 110
2021
Q4 		$296K Buy
+2,827
New +$287K 0.15% 130

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fortitude Advisory Group's DUK Position: Q2 2026 in Review

Fortitude Advisory Group increased its Duke Energy (DUK) stake by 4.2% in Q2 2026, buying an estimated $9.21K and bringing the position to 1,817 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #202.

Fortitude Advisory Group first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $328K in Q1 2022. 862 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fortitude Advisory Group held 1,817 shares of Duke Energy worth $230K as of Q2 2026.
  • Fortitude Advisory Group bought 73 Duke Energy shares in Q2 2026, an estimated $9.21K.
  • Duke Energy made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #202 holding.
  • Fortitude Advisory Group first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • Fortitude Advisory Group's Duke Energy position peaked at $328K in Q1 2022.
  • 862 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.