FFO
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Fortitude Family Office’s Duke Energy DUK Stock Holding History

Fortitude Family Office’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 		$171K Sell
1,348
-9
-0.7% -$1.14K 0.03% 143
2026
Q1 		$178K Buy
1,357
+31
+2% +$3.88K 0.04% 128
2025
Q4 		$155K Sell
1,326
-2
-0.2% -$244 0.04% 160
2025
Q3 		$164K Sell
1,328
-7
-0.5% -$849 0.04% 151
2025
Q2 		$158K Sell
1,335
-100
-7% -$11.8K 0.05% 141
2025
Q1 		$175K Sell
1,435
-217
-13% -$24.7K 0.06% 119
2024
Q4 		$178K Sell
1,652
-17
-1% -$1.93K 0.06% 127
2024
Q3 		$192K Buy
1,669
+1,379
+476% +$153K 0.08% 112
2024
Q2 		$29.1K Buy
290
+119
+70% +$11.9K 0.02% 246
2024
Q1 		$16.5K Sell
171
-54
-24% -$5.12K 0.01% 309
2023
Q4 		$21.8K Buy
+225
New +$20.5K 0.02% 283

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 Family Office's DUK Position: Q2 2026 in Review

Fortitude Family Office reduced its Duke Energy (DUK) stake by 0.66% in Q2 2026, selling an estimated $1.14K and leaving 1,348 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #143.

Fortitude Family Office first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $192K in Q3 2024. 866 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fortitude Family Office held 1,348 shares of Duke Energy worth $171K as of Q2 2026.
  • Fortitude Family Office sold 9 Duke Energy shares in Q2 2026, an estimated $1.14K.
  • Duke Energy made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #143 holding.
  • Fortitude Family Office first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Duke Energy position peaked at $192K in Q3 2024.
  • 866 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.