DUK DUKE ENERGY CORP

Ownership history in Foundry Partners, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Foundry Partners, LLC reported a position in DUKE ENERGY CORP (DUK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.13% (2025 Q1)
Avg. % of fund
1.71%
First filed
2023 Q2
Last filed
2025 Q1
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 ADDED 329,922 +55,670 +20.3% 2.13% $40.2M $117.80
2024 Q4 REDUCED 274,252 -2,310 -0.8% 1.49% $29.5M $103.10
2024 Q3 REDUCED 276,562 -31,259 -10.2% 1.58% $31.9M $109.29
2024 Q2 ADDED 307,821 +5,663 +1.9% 1.66% $30.9M $94.13
2024 Q1 ADDED 302,158 +30,169 +11.1% 1.56% $29.2M $89.92
2023 Q4 REDUCED 271,989 -73,557 -21.3% 1.59% $26.4M $89.22
2023 Q3 ADDED 345,546 +24,464 +7.6% 1.90% $30.5M $80.22
2023 Q2 INITIATED 321,082 1.76% $28.8M $80.65
% of Fund (quarterly)    DUK price (monthly, adj. close)
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