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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$353K Sell
2,788
-1
-0% -$126 0.05% 139
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

Alpine Bank Wealth Management's DUK Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Duke Energy (DUK) stake by 0.04% in Q2 2026, selling an estimated $126 and leaving 2,788 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #139.

Alpine Bank Wealth Management first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. The position peaked at $382K in Q3 2024. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alpine Bank Wealth Management held 2,788 shares of Duke Energy worth $353K as of Q2 2026.
  • Alpine Bank Wealth Management sold 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.05% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Alpine Bank Wealth Management first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • Alpine Bank Wealth Management's Duke Energy position peaked at $382K in Q3 2024.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.