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Foster Victor Wealth Advisors’s Duke Energy DUK Stock Holding History

Foster Victor 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
Q2 		$995K Sell
7,873
-296
-4% -$37.3K 0.05% 138
2026
Q1 		$1.06M Sell
8,169
-316
-4% -$39.5K 0.06% 127
2025
Q4 		$1.01M Sell
8,485
-1,456
-15% -$178K 0.06% 126
2025
Q3 		$1.23M Buy
9,941
+1,524
+18% +$185K 0.08% 115
2025
Q2 		$986K Buy
8,417
+2
+0% +$236 0.07% 117
2025
Q1 		$1M Sell
8,415
-433
-5% -$49.4K 0.08% 112
2024
Q4 		$967K Buy
8,848
+110
+1% +$12.5K 0.07% 114
2024
Q3 		$973K Sell
8,738
-410
-4% -$45.6K 0.08% 112
2024
Q2 		$975K Buy
9,148
+676
+8% +$67.6K 0.08% 113
2024
Q1 		$807K Buy
8,472
+431
+5% +$40.9K 0.07% 104
2023
Q4 		$799K Buy
8,041
+405
+5% +$36.8K 0.08% 104
2023
Q3 		$664K Buy
7,636
+50
+0.7% +$4.58K 0.08% 103
2023
Q2 		$695K Sell
7,586
-676
-8% -$63.8K 0.08% 105
2023
Q1 		$795K Sell
8,262
-103
-1% -$10.2K 0.1% 98
2022
Q4 		$880K Buy
8,365
+2,649
+46% +$254K 0.11% 92
2022
Q3 		$519K Buy
5,716
+2,114
+59% +$227K 0.08% 97
2022
Q2 		$387K Buy
3,602
+397
+12% +$43.7K 0.06% 105
2022
Q1 		$369K Sell
3,205
-529
-14% -$54.9K 0.05% 103
2021
Q4 		$387K Buy
3,734
+906
+32% +$91.8K 0.05% 108
2021
Q3 		$276K Buy
2,828
+112
+4% +$11.6K 0.04% 119
2021
Q2 		$268K Buy
2,716
+91
+3% +$9.14K 0.04% 124
2021
Q1 		$259K Sell
2,625
-450
-15% -$41.1K 0.05% 122
2020
Q4 		$282K Buy
3,075
+466
+18% +$43.1K 0.06% 118
2020
Q3 		$231K Sell
2,609
-33
-1% -$2.72K 0.06% 121
2020
Q2 		$211K Buy
2,642
+8
+0.3% +$676 0.07% 113
2020
Q1 		$225K Sell
2,634
-1,012
-28% -$93K 0.1% 87
2019
Q4 		$330K Sell
3,646
-168
-4% -$15.4K 0.14% 80
2019
Q3 		$370K Sell
3,814
-1,249
-25% -$114K 0.21% 67
2019
Q2 		$454K Sell
5,063
-4,176
-45% -$369K 0.33% 60
2019
Q1 		$832K Sell
9,239
-1,378
-13% -$122K 0.65% 28
2018
Q4 		$916K Buy
+10,617
New +$904K 0.86% 11

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
New York State Teachers Retirement System (NYSTRS)
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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Foster Victor Wealth Advisors's DUK Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Duke Energy (DUK) stake by 3.6% in Q2 2026, selling an estimated $37.3K and leaving 7,873 shares worth $995K. The position accounts for 0.05% of the portfolio, ranked #138.

Foster Victor Wealth Advisors first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.23M in Q3 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Foster Victor Wealth Advisors held 7,873 shares of Duke Energy worth $995K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 296 Duke Energy shares in Q2 2026, an estimated $37.3K.
  • Duke Energy made up 0.05% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Foster Victor Wealth Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's Duke Energy position peaked at $1.23M in Q3 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.