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American Trust’s Duke Energy DUK Stock Holding History

American 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
Q1 		$208K Buy
+1,587
New +$198K 0.02% 294
2025
Q4 		– Sell
-1,629
Closed -$202K – 334
2025
Q3 		$202K Buy
+1,629
New +$198K 0.02% 317
2023
Q3 		– Sell
-2,979
Closed -$267K – 314
2023
Q2 		$267K Sell
2,979
-150
-5% -$14.2K 0.02% 325
2023
Q1 		$302K Buy
3,129
+100
+3% +$9.88K 0.02% 303
2022
Q4 		$312K Buy
3,029
+634
+26% +$60.9K 0.03% 301
2022
Q3 		$223K Sell
2,395
-80
-3% -$8.59K 0.02% 359
2022
Q2 		$265K Buy
+2,475
New +$272K 0.02% 336

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

American Trust's DUK Position: Q1 2026 in Review

American Trust opened a new position in Duke Energy (DUK) in Q1 2026: 1,587 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings. This is a return to the name: American Trust previously reported a position in DUK as recently as Q3 2025.

American Trust first reported a position in DUK in Q2 2022 and has held it in 7 quarters since. The position peaked at $312K in Q4 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • American Trust held 1,587 shares of Duke Energy worth $208K as of Q1 2026.
  • Duke Energy was a new American Trust position in Q1 2026.
  • Duke Energy made up 0.02% of American Trust's portfolio in Q1 2026, its #294 holding.
  • American Trust first reported a position in Duke Energy in Q2 2022 and has held it in 7 quarters since.
  • American Trust's Duke Energy position peaked at $312K in Q4 2022.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.