ANTB
DUK icon

AMG National Trust Bank’s Duke Energy DUK Stock Holding History

AMG National Trust Bank’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 		$3.91M Buy
29,846
+7,883
+36% +$986K 0.08% 146
2025
Q4 		$2.57M Sell
21,963
-309
-1% -$37.7K 0.06% 182
2025
Q3 		$2.76M Buy
22,272
+33
+0.1% +$4K 0.07% 168
2025
Q2 		$2.62M Buy
22,239
+3,789
+21% +$447K 0.07% 159
2025
Q1 		$2.25M Buy
18,450
+1,004
+6% +$114K 0.06% 180
2024
Q4 		$1.88M Sell
17,446
-860
-5% -$97.4K 0.05% 200
2024
Q3 		$2.11M Sell
18,306
-8,300
-31% -$924K 0.06% 191
2024
Q2 		$2.67M Buy
26,606
+10,892
+69% +$1.09M 0.07% 173
2024
Q1 		$1.52M Buy
15,714
+6
+0% +$569 0.04% 223
2023
Q4 		$1.52M Sell
15,708
-234
-1% -$21.3K 0.05% 214
2023
Q3 		$1.41M Sell
15,942
-903
-5% -$82.8K 0.05% 216
2023
Q2 		$1.51M Sell
16,845
-1,063
-6% -$100K 0.05% 205
2023
Q1 		$1.73M Buy
17,908
+2,040
+13% +$202K 0.06% 192
2022
Q4 		$1.63M Sell
15,868
-4,787
-23% -$460K 0.06% 194
2022
Q3 		$1.92M Buy
20,655
+5,329
+35% +$572K 0.07% 172
2022
Q2 		$1.68M Sell
15,326
-957
-6% -$105K 0.06% 188
2022
Q1 		$1.82M Buy
16,283
+322
+2% +$33.4K 0.06% 195
2021
Q4 		$1.67M Sell
15,961
-1,056
-6% -$107K 0.05% 212
2021
Q3 		$1.66M Buy
17,017
+2,908
+21% +$301K 0.05% 210
2021
Q2 		$1.39M Sell
14,109
-4,237
-23% -$426K 0.04% 226
2021
Q1 		$1.77M Sell
18,346
-3,497
-16% -$319K 0.06% 193
2020
Q4 		$2M Sell
21,843
-170
-0.8% -$15.7K 0.07% 171
2020
Q3 		$1.95M Sell
22,013
-307
-1% -$25.3K 0.08% 157
2020
Q2 		$1.78M Buy
+22,320
New +$1.89M 0.08% 157

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

AMG National Trust Bank's DUK Position: Q1 2026 in Review

AMG National Trust Bank increased its Duke Energy (DUK) stake by 36% in Q1 2026, buying an estimated $986K and bringing the position to 29,846 shares worth $3.91M. The position accounts for 0.08% of the portfolio, ranked #146.

AMG National Trust Bank first reported a position in DUK in Q2 2020 and has held it in 24 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • AMG National Trust Bank held 29,846 shares of Duke Energy worth $3.91M as of Q1 2026.
  • AMG National Trust Bank bought 7,883 Duke Energy shares in Q1 2026, an estimated $986K.
  • Duke Energy made up 0.08% of AMG National Trust Bank's portfolio in Q1 2026, its #146 holding.
  • AMG National Trust Bank first reported a position in Duke Energy in Q2 2020 and has held it in 24 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.