Forum Financial Management’s Duke Energy DUK Stock Holding History

Forum Financial Management’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	$598K	Buy	4,728 +132	+3%	+$16.7K	0.01%	186
2026 Q1	$602K	Buy	4,596 +982	+27%	+$123K	0.01%	176
2025 Q4	$424K	Buy	3,614 +820	+29%	+$100K	0.01%	562
2025 Q3	$346K	Sell	2,794 -32	-1%	-$3.88K	﹤0.01%	659
2025 Q2	$333K	Buy	2,826 +764	+37%	+$90.2K	0.01%	616
2025 Q1	$251K	Buy	2,062 +2	+0.1%	+$228	﹤0.01%	691
2024 Q4	$222K	Buy	+2,060	New	+$233K	﹤0.01%	795
2024 Q1	–	Sell	-2,216	Closed	-$215K	–	748
2023 Q4	$215K	Sell	2,216 -258	-10%	-$23.5K	﹤0.01%	613
2023 Q3	$218K	Sell	2,474 -18	-0.7%	-$1.65K	﹤0.01%	553
2023 Q2	$224K	Buy	+2,492	New	+$235K	0.01%	566

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Forum Financial Management's DUK Position: Q2 2026 in Review

Forum Financial Management increased its Duke Energy (DUK) stake by 2.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,728 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #186.

Forum Financial Management first reported a position in DUK in Q2 2023 and has held it in 10 quarters since. The position peaked at $602K in Q1 2026. 953 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Forum Financial Management held 4,728 shares of Duke Energy worth $598K as of Q2 2026.
Forum Financial Management bought 132 Duke Energy shares in Q2 2026, an estimated $16.7K.
Duke Energy made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #186 holding.
Forum Financial Management first reported a position in Duke Energy in Q2 2023 and has held it in 10 quarters since.
Forum Financial Management's Duke Energy position peaked at $602K in Q1 2026.
953 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.