Fulcrum Equity Management’s Duke Energy DUK Stock Holding History

Fulcrum Equity Management’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	$506K	Buy	3,998 +26	+0.7%	+$3.28K	0.37%	62
2026 Q1	$520K	Buy	3,972 +25	+0.6%	+$3.13K	0.5%	54
2025 Q4	$463K	Buy	3,947 +28	+0.7%	+$3.42K	0.44%	55
2025 Q3	$485K	Buy	3,919 +26	+0.7%	+$3.15K	0.49%	51
2025 Q2	$459K	Buy	3,893 +25	+0.6%	+$2.95K	0.47%	53
2025 Q1	$472K	Buy	3,868 +26	+0.7%	+$2.96K	0.52%	48
2024 Q4	$414K	Sell	3,842 -187	-5%	-$21.2K	0.41%	67
2024 Q3	$465K	Buy	4,029 +28	+0.7%	+$3.12K	0.39%	86
2024 Q2	$401K	Buy	4,001 +421	+12%	+$42.1K	0.36%	86
2024 Q1	$346K	Buy	3,580 +376	+12%	+$35.7K	0.41%	77
2023 Q4	$311K	Buy	3,204 +164	+5%	+$14.9K	0.38%	73
2023 Q3	$268K	Hold	3,040	–	–	0.31%	80
2023 Q2	$273K	Buy	3,040 +34	+1%	+$3.21K	0.32%	79
2023 Q1	$290K	Buy	3,006 +30	+1%	+$2.96K	0.27%	67
2022 Q4	$306K	Buy	2,976 +30	+1%	+$2.88K	0.25%	52
2022 Q3	$274K	Buy	2,946 +28	+1%	+$3.01K	0.23%	53
2022 Q2	$313K	Buy	2,918 +20	+0.7%	+$2.2K	0.25%	50
2022 Q1	$324K	Buy	2,898 +6	+0.2%	+$623	0.19%	75
2021 Q4	$303K	Buy	2,892 +27	+0.9%	+$2.74K	0.11%	134
2021 Q3	$280K	Buy	2,865 +27	+1%	+$2.79K	0.11%	140
2021 Q2	$280K	Buy	2,838 +19	+0.7%	+$1.91K	0.1%	154
2021 Q1	$272K	Buy	2,819 +37	+1%	+$3.38K	0.11%	149
2020 Q4	$255K	Buy	2,782 +29	+1%	+$2.68K	0.1%	139
2020 Q3	$244K	Buy	2,753 +31	+1%	+$2.56K	0.11%	130
2020 Q2	$217K	Buy	2,722 +56	+2%	+$4.73K	0.1%	134
2020 Q1	$216K	Buy	2,666 +31	+1%	+$2.85K	0.15%	46
2019 Q4	$240K	Buy	2,635 +27	+1%	+$2.48K	0.13%	86
2019 Q3	$250K	Buy	2,608 +26	+1%	+$2.37K	0.13%	78
2019 Q2	$232K	Buy	2,582 +27	+1%	+$2.39K	0.11%	80
2019 Q1	$230K	Buy	2,555 +26	+1%	+$2.29K	0.08%	95
2018 Q4	$218K	Buy	+2,529	New	+$215K	0.08%	76

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fulcrum Equity Management's DUK Position: Q2 2026 in Review

Fulcrum Equity Management increased its Duke Energy (DUK) stake by 0.65% in Q2 2026, buying an estimated $3.28K and bringing the position to 3,998 shares worth $506K. The position accounts for 0.37% of the portfolio, ranked #62.

Fulcrum Equity Management first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $520K in Q1 2026. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Fulcrum Equity Management held 3,998 shares of Duke Energy worth $506K as of Q2 2026.
Fulcrum Equity Management bought 26 Duke Energy shares in Q2 2026, an estimated $3.28K.
Duke Energy made up 0.37% of Fulcrum Equity Management's portfolio in Q2 2026, its #62 holding.
Fulcrum Equity Management first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
Fulcrum Equity Management's Duke Energy position peaked at $520K in Q1 2026.
441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.