FourThought Financial Partners’s Duke Energy DUK Stock Holding History

FourThought Financial Partners’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 Q1	$4.54M	Buy	34,695 +1,226	+4%	+$153K	0.39%	70
2025 Q4	$3.92M	Sell	33,469 -218	-0.6%	-$26.6K	0.33%	75
2025 Q3	$4.17M	Buy	33,687 +2,438	+8%	+$296K	0.37%	70
2025 Q2	$3.69M	Buy	31,249 +2,927	+10%	+$345K	0.36%	73
2025 Q1	$3.45M	Buy	28,322 +3,836	+16%	+$437K	0.36%	79
2024 Q4	$2.64M	Buy	24,486 +3,170	+15%	+$359K	0.27%	84
2024 Q3	$2.46M	Buy	21,316 +123	+0.6%	+$13.7K	0.29%	77
2024 Q2	$2.12M	Buy	21,193 +744	+4%	+$74.4K	0.27%	77
2024 Q1	$1.98M	Buy	20,449 +127	+0.6%	+$12K	0.23%	96
2023 Q4	$1.97M	Buy	20,322 +191	+0.9%	+$17.4K	0.25%	90
2023 Q3	$1.78M	Buy	20,131 +863	+4%	+$79.1K	0.25%	88
2023 Q2	$1.73M	Buy	19,268 +221	+1%	+$20.9K	0.23%	94
2023 Q1	$1.84M	Buy	19,047 +2,851	+18%	+$282K	0.25%	90
2022 Q4	$1.67M	Buy	+16,196	New	+$1.55M	0.24%	92

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FourThought Financial Partners's DUK Position: Q1 2026 in Review

FourThought Financial Partners increased its Duke Energy (DUK) stake by 3.7% in Q1 2026, buying an estimated $153K and bringing the position to 34,695 shares worth $4.54M. The position accounts for 0.39% of the portfolio, ranked #70.

FourThought Financial Partners first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

FourThought Financial Partners held 34,695 shares of Duke Energy worth $4.54M as of Q1 2026.
FourThought Financial Partners bought 1,226 Duke Energy shares in Q1 2026, an estimated $153K.
Duke Energy made up 0.39% of FourThought Financial Partners's portfolio in Q1 2026, its #70 holding.
FourThought Financial Partners first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.