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Forvis Mazars Wealth Advisors’s Duke Energy DUK Stock Holding History

Forvis Mazars Wealth 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
Q1 		$2.54M Buy
19,428
+804
+4% +$101K 0.05% 132
2025
Q4 		$2.18M Sell
18,624
-612
-3% -$74.7K 0.04% 149
2025
Q3 		$2.38M Buy
19,236
+100
+0.5% +$12.1K 0.05% 139
2025
Q2 		$2.26M Sell
19,136
-189
-1% -$22.3K 0.05% 148
2025
Q1 		$2.36M Sell
19,325
-2,294
-11% -$261K 0.06% 139
2024
Q4 		$2.33M Sell
21,619
-549
-2% -$62.2K 0.05% 148
2024
Q3 		$2.56M Buy
22,168
+632
+3% +$70.3K 0.06% 150
2024
Q2 		$2.16M Sell
21,536
-129
-0.6% -$12.9K 0.05% 153
2024
Q1 		$2.1M Sell
21,665
-319
-1% -$30.3K 0.05% 157
2023
Q4 		$2.13M Sell
21,984
-3,731
-15% -$339K 0.06% 149
2023
Q3 		$2.27M Buy
25,715
+2,848
+12% +$261K 0.07% 138
2023
Q2 		$2.05M Buy
22,867
+136
+0.6% +$12.8K 0.06% 160
2023
Q1 		$2.19M Buy
22,731
+2,939
+15% +$290K 0.07% 141
2022
Q4 		$2.04M Sell
19,792
-414
-2% -$39.7K 0.07% 142
2022
Q3 		$1.88M Sell
20,206
-664
-3% -$71.3K 0.08% 143
2022
Q2 		$2.24M Buy
20,870
+15,631
+298% +$1.72M 0.09% 118
2022
Q1 		$585K Buy
5,239
+1,550
+42% +$161K 0.02% 179
2021
Q4 		$387K Buy
3,689
+216
+6% +$21.9K 0.02% 201
2021
Q3 		$339K Buy
3,473
+647
+23% +$67K 0.02% 211
2021
Q2 		$279K Sell
2,826
-1,335
-32% -$134K 0.01% 227
2021
Q1 		$402K Sell
4,161
-1,432
-26% -$131K 0.02% 189
2020
Q4 		$512K Buy
5,593
+1,486
+36% +$137K 0.03% 222
2020
Q3 		$364K Buy
4,107
+37
+0.9% +$3.05K 0.02% 240
2020
Q2 		$325K Sell
4,070
-115
-3% -$9.72K 0.02% 241
2020
Q1 		$338K Buy
4,185
+1,328
+46% +$122K 0.03% 212
2019
Q4 		$261K Buy
2,857
+431
+18% +$39.5K 0.02% 252
2019
Q3 		$233K Hold
2,426
– – 0.02% 241
2019
Q2 		$214K Sell
2,426
-583
-19% -$51.5K 0.02% 245
2019
Q1 		$271K Sell
3,009
-345
-10% -$30.4K 0.02% 218
2018
Q4 		$289K Sell
3,354
-559
-14% -$47.6K 0.03% 181
2018
Q3 		$313K Buy
3,913
+1,275
+48% +$103K 0.03% 190
2018
Q2 		$209K Sell
2,638
-1,128
-30% -$86.8K 0.02% 221
2018
Q1 		$292K Sell
3,766
-833
-18% -$64.4K 0.03% 198
2017
Q4 		$387K Sell
4,599
-190
-4% -$16.6K 0.04% 177
2017
Q3 		$402K Buy
4,789
+163
+4% +$14K 0.04% 151
2017
Q2 		$387K Buy
4,626
+115
+3% +$9.67K 0.04% 156
2017
Q1 		$370K Sell
4,511
-31
-0.7% -$2.46K 0.05% 150
2016
Q4 		$353K Buy
4,542
+1,410
+45% +$108K 0.05% 143
2016
Q3 		$251K Sell
3,132
-206
-6% -$17.1K 0.04% 167
2016
Q2 		$286K Buy
3,338
+14
+0.4% +$1.12K 0.04% 145
2016
Q1 		$268K Sell
3,324
-259
-7% -$19.6K 0.04% 151
2015
Q4 		$256K Sell
3,583
-226
-6% -$15.9K 0.04% 158
2015
Q3 		$274K Buy
3,809
+224
+6% +$16.2K 0.05% 148
2015
Q2 		$253K Buy
3,585
+62
+2% +$4.68K 0.04% 157
2015
Q1 		$270K Buy
3,523
+152
+5% +$12.3K 0.04% 155
2014
Q4 		$282K Buy
3,371
+324
+11% +$26.1K 0.05% 130
2014
Q3 		$228K Sell
3,047
-50
-2% -$3.65K 0.04% 127
2014
Q2 		$230K Sell
3,097
-1,458
-32% -$105K 0.04% 130
2014
Q1 		$325K Sell
4,555
-1
-0% -$70 0.06% 122
2013
Q4 		$314K Buy
4,556
+136
+3% +$9.52K 0.06% 123
2013
Q3 		$295K Buy
+4,420
New +$302K 0.06% 123

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DUK Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Duke Energy (DUK) stake by 4.3% in Q1 2026, buying an estimated $101K and bringing the position to 19,428 shares worth $2.54M. The position accounts for 0.05% of the portfolio, ranked #132.

Forvis Mazars Wealth Advisors first reported a position in DUK in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.56M in Q3 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 19,428 shares of Duke Energy worth $2.54M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 804 Duke Energy shares in Q1 2026, an estimated $101K.
  • Duke Energy made up 0.05% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #132 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Duke Energy in Q3 2013 and has held it in 51 quarters since.
  • Forvis Mazars Wealth Advisors's Duke Energy position peaked at $2.56M in Q3 2024.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.