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Foundations Investment Advisors’s Duke Energy DUK Stock Holding History

Foundations Investment 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 		$3.64M Sell
28,782
-1,789
-6% -$226K 0.04% 297
2026
Q1 		$4M Buy
30,571
+4,872
+19% +$609K 0.05% 256
2025
Q4 		$3.01M Buy
25,699
+5,322
+26% +$650K 0.04% 285
2025
Q3 		$2.52M Buy
20,377
+2,195
+12% +$266K 0.04% 292
2025
Q2 		$2.15M Sell
18,182
-490
-3% -$57.8K 0.03% 304
2025
Q1 		$2.28M Sell
18,672
-567
-3% -$64.6K 0.04% 278
2024
Q4 		$2.07M Buy
19,239
+2,237
+13% +$253K 0.04% 283
2024
Q3 		$1.96M Buy
17,002
+3,656
+27% +$407K 0.04% 271
2024
Q2 		$1.34M Buy
13,346
+1,736
+15% +$174K 0.03% 289
2024
Q1 		$1.12M Sell
11,610
-531
-4% -$50.4K 0.03% 305
2023
Q4 		$1.19M Buy
12,141
+1,724
+17% +$157K 0.03% 284
2023
Q3 		$919K Sell
10,417
-1,136
-10% -$104K 0.03% 294
2023
Q2 		$1.04M Sell
11,553
-2,228
-16% -$210K 0.03% 259
2023
Q1 		$1.33M Buy
13,781
+1,993
+17% +$197K 0.05% 203
2022
Q4 		$1.21M Buy
11,788
+3,627
+44% +$348K 0.05% 186
2022
Q3 		$759K Buy
8,161
+1,857
+29% +$199K 0.03% 197
2022
Q2 		$678K Buy
6,304
+1,507
+31% +$166K 0.03% 187
2022
Q1 		$551K Buy
4,797
+699
+17% +$72.6K 0.02% 180
2021
Q4 		$425K Buy
4,098
+1,177
+40% +$119K 0.02% 221
2021
Q3 		$293K Buy
2,921
+282
+11% +$29.2K 0.01% 254
2021
Q2 		$266K Buy
2,639
+248
+10% +$24.9K 0.01% 252
2021
Q1 		$234K Buy
+2,391
New +$218K 0.01% 199

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

Foundations Investment Advisors's DUK Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Duke Energy (DUK) stake by 5.9% in Q2 2026, selling an estimated $226K and leaving 28,782 shares worth $3.64M. The position accounts for 0.04% of the portfolio, ranked #297.

Foundations Investment Advisors first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. The position peaked at $4M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Foundations Investment Advisors held 28,782 shares of Duke Energy worth $3.64M as of Q2 2026.
  • Foundations Investment Advisors sold 1,789 Duke Energy shares in Q2 2026, an estimated $226K.
  • Duke Energy made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #297 holding.
  • Foundations Investment Advisors first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • Foundations Investment Advisors's Duke Energy position peaked at $4M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.