Foster Group
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
Q3 		$390K Sell
3,425
-526
-13% -$64.4K 0.01% 205
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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Foster Group's DUK Position: Q3 2026 in Review

Foster Group reduced its Duke Energy (DUK) stake by 13% in Q3 2026, selling an estimated $64.4K and leaving 3,425 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #205.

Foster Group first reported a position in DUK in Q1 2024 and has held it in 11 quarters since. The position peaked at $500K in Q2 2026. 458 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Foster Group held 3,425 shares of Duke Energy worth $390K as of Q3 2026.
  • Foster Group sold 526 Duke Energy shares in Q3 2026, an estimated $64.4K.
  • Duke Energy made up 0.01% of Foster Group's portfolio in Q3 2026, its #205 holding.
  • Foster Group first reported a position in Duke Energy in Q1 2024 and has held it in 11 quarters since.
  • Foster Group's Duke Energy position peaked at $500K in Q2 2026.
  • 458 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.