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Alpine Bank Wealth Management’s Duke Energy DUK Stock Holding History

Alpine Bank Wealth 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
Q1 		$365K Sell
2,789
-33
-1% -$4.13K 0.05% 125
2025
Q4 		$331K Sell
2,822
-30
-1% -$3.66K 0.05% 122
2025
Q3 		$353K Hold
2,852
– – 0.05% 121
2025
Q2 		$337K Sell
2,852
-179
-6% -$21.1K 0.05% 115
2025
Q1 		$370K Buy
+3,031
New +$345K 0.06% 106
2024
Q3 		$382K Buy
+3,309
New +$368K 0.06% 112

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpine Bank Wealth Management's DUK Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its Duke Energy (DUK) stake by 1.2% in Q1 2026, selling an estimated $4.13K and leaving 2,789 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #125.

Alpine Bank Wealth Management first reported a position in DUK in Q3 2024 and has held it in 6 quarters since. The position peaked at $382K in Q3 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Alpine Bank Wealth Management held 2,789 shares of Duke Energy worth $365K as of Q1 2026.
  • Alpine Bank Wealth Management sold 33 Duke Energy shares in Q1 2026, an estimated $4.13K.
  • Duke Energy made up 0.05% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Alpine Bank Wealth Management first reported a position in Duke Energy in Q3 2024 and has held it in 6 quarters since.
  • Alpine Bank Wealth Management's Duke Energy position peaked at $382K in Q3 2024.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.