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 Q2	$4.61M	Buy	36,411 +1,716	+5%	+$216K	0.36%	72
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FourThought Financial Partners's DUK Position: Q2 2026 in Review

FourThought Financial Partners increased its Duke Energy (DUK) stake by 4.9% in Q2 2026, buying an estimated $216K and bringing the position to 36,411 shares worth $4.61M. The position accounts for 0.36% of the portfolio, ranked #72.

FourThought Financial Partners first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

FourThought Financial Partners held 36,411 shares of Duke Energy worth $4.61M as of Q2 2026.
FourThought Financial Partners bought 1,716 Duke Energy shares in Q2 2026, an estimated $216K.
Duke Energy made up 0.36% of FourThought Financial Partners's portfolio in Q2 2026, its #72 holding.
FourThought Financial Partners first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.