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Foster & Motley’s Duke Energy DUK Stock Holding History

Foster & Motley’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 		$431K Buy
3,405
+1,667
+96% +$210K 0.02% 333
2026
Q1 		$228K Buy
+1,738
New +$217K 0.01% 383
2017
Q4 		– Sell
-2,676
Closed -$225K – 222
2017
Q3 		$225K Buy
2,676
+223
+9% +$19.1K 0.04% 196
2017
Q2 		$205K Buy
+2,453
New +$206K 0.04% 195

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Foster & Motley's DUK Position: Q2 2026 in Review

Foster & Motley increased its Duke Energy (DUK) stake by 96% in Q2 2026, buying an estimated $210K and bringing the position to 3,405 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #333.

Foster & Motley first reported a position in DUK in Q2 2017 and has held it in 4 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Foster & Motley held 3,405 shares of Duke Energy worth $431K as of Q2 2026.
  • Foster & Motley bought 1,667 Duke Energy shares in Q2 2026, an estimated $210K.
  • Duke Energy made up 0.02% of Foster & Motley's portfolio in Q2 2026, its #333 holding.
  • Foster & Motley first reported a position in Duke Energy in Q2 2017 and has held it in 4 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.