FG
DUK icon

Foster Group’s Duke Energy DUK Stock Holding History

Foster 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 		$500K Buy
3,951
+401
+11% +$50.6K 0.01% 180
2026
Q1 		$465K Buy
3,550
+323
+10% +$40.4K 0.01% 170
2025
Q4 		$378K Buy
3,227
+549
+21% +$67K 0.01% 180
2025
Q3 		$331K Buy
2,678
+100
+4% +$12.1K 0.01% 192
2025
Q2 		$304K Buy
2,578
+76
+3% +$8.97K 0.01% 194
2025
Q1 		$305K Buy
2,502
+154
+7% +$17.6K 0.01% 156
2024
Q4 		$253K Buy
2,348
+83
+4% +$9.4K 0.01% 166
2024
Q3 		$261K Buy
2,265
+82
+4% +$9.13K 0.01% 172
2024
Q2 		$219K Buy
2,183
+33
+2% +$3.3K 0.01% 188
2024
Q1 		$208K Buy
+2,150
New +$204K 0.01% 193

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Foster Group's DUK Position: Q2 2026 in Review

Foster Group increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $50.6K and bringing the position to 3,951 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #180.

Foster Group first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Foster Group held 3,951 shares of Duke Energy worth $500K as of Q2 2026.
  • Foster Group bought 401 Duke Energy shares in Q2 2026, an estimated $50.6K.
  • Duke Energy made up 0.01% of Foster Group's portfolio in Q2 2026, its #180 holding.
  • Foster Group first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.