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 Q3	$155K	Buy	1,363 +15	+1%	+$1.84K	0.03%	176
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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Fortitude Family Office's DUK Position: Q3 2026 in Review

Fortitude Family Office increased its Duke Energy (DUK) stake by 1.1% in Q3 2026, buying an estimated $1.84K and bringing the position to 1,363 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #176.

Fortitude Family Office first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $192K in Q3 2024. 393 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Fortitude Family Office held 1,363 shares of Duke Energy worth $155K as of Q3 2026.
Fortitude Family Office bought 15 Duke Energy shares in Q3 2026, an estimated $1.84K.
Duke Energy made up 0.03% of Fortitude Family Office's portfolio in Q3 2026, its #176 holding.
Fortitude Family Office first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Duke Energy position peaked at $192K in Q3 2024.
393 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.