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American National Bank & Trust’s Duke Energy DUK Stock Holding History

American National Bank & Trust’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
Q3 		$2.96M Buy
25,922
+1,826
+8% +$224K 0.27% 60
2026
Q2 		$3.05M Buy
24,096
+1,338
+6% +$169K 0.26% 61
2026
Q1 		$2.98M Sell
22,758
-348
-2% -$43.5K 0.28% 59
2025
Q4 		$2.71M Buy
23,106
+14,930
+183% +$1.82M 0.26% 63
2025
Q3 		$1.01M Buy
8,176
+4,552
+126% +$552K 0.1% 100
2025
Q2 		$428K Buy
3,624
+3,327
+1,120% +$393K 0.04% 181
2025
Q1 		$36.2K Buy
+297
New +$33.9K ﹤0.01% 370
2023
Q4 		– Sell
-204
Closed -$18K – 578
2023
Q3 		$18K Buy
204
+65
+47% +$5.96K ﹤0.01% 362
2023
Q2 		$12.5K Sell
139
-697
-83% -$65.8K ﹤0.01% 390
2023
Q1 		$80.6K Buy
836
+479
+134% +$47.3K 0.01% 224
2022
Q4 		$37K Sell
357
-23
-6% -$2.21K 0.01% 279
2022
Q3 		$35K Buy
380
+179
+89% +$19.2K 0.01% 250
2022
Q2 		$22K Hold
201
– – 0.01% 239
2022
Q1 		$22K Buy
201
+168
+509% +$17.4K ﹤0.01% 252
2021
Q4 		$3K Buy
+33
New +$3.35K ﹤0.01% 311
2017
Q1 		– Sell
-1,235
Closed -$96K – 302
2016
Q4 		$96K Buy
+1,235
New +$94.6K 0.03% 124
2015
Q3 		– Sell
-105
Closed -$7K – 268
2015
Q2 		$7K Buy
+105
New +$7.93K ﹤0.01% 232
2015
Q1 		– Sell
-125
Closed -$10K – 280
2014
Q4 		$10K Hold
125
– – ﹤0.01% 211
2014
Q3 		$9K Buy
+125
New +$9.12K ﹤0.01% 221

Other funds holding DUK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

American National Bank & Trust's DUK Position: Q3 2026 in Review

American National Bank & Trust increased its Duke Energy (DUK) stake by 7.6% in Q3 2026, buying an estimated $224K and bringing the position to 25,922 shares worth $2.96M. The position accounts for 0.27% of the portfolio, ranked #60.

American National Bank & Trust first reported a position in DUK in Q3 2014 and has held it in 19 quarters since. The position peaked at $3.05M in Q2 2026. 82 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • American National Bank & Trust held 25,922 shares of Duke Energy worth $2.96M as of Q3 2026.
  • American National Bank & Trust bought 1,826 Duke Energy shares in Q3 2026, an estimated $224K.
  • Duke Energy made up 0.27% of American National Bank & Trust's portfolio in Q3 2026, its #60 holding.
  • American National Bank & Trust first reported a position in Duke Energy in Q3 2014 and has held it in 19 quarters since.
  • American National Bank & Trust's Duke Energy position peaked at $3.05M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.