Baker Boyer National Bank’s Duke Energy DUK Stock Holding History

Baker Boyer National 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 Q2	$409K	Sell	3,233 -126	-4%	-$15.9K	0.11%	61
2026 Q1	$440K	Sell	3,359 -23	-0.7%	-$2.88K	0.13%	56
2025 Q4	$396K	Buy	3,382 +340	+11%	+$41.5K	0.12%	59
2025 Q3	$376K	Sell	3,042 -137	-4%	-$16.6K	0.13%	59
2025 Q2	$375K	Hold	3,179	–	–	0.13%	56
2025 Q1	$388K	Hold	3,179	–	–	0.14%	54
2024 Q4	$343K	Buy	3,179 +126	+4%	+$14.3K	0.12%	61
2024 Q3	$352K	Hold	3,053	–	–	0.12%	61
2024 Q2	$306K	Hold	3,053	–	–	0.11%	61
2024 Q1	$295K	Hold	3,053	–	–	0.1%	71
2023 Q4	$296K	Sell	3,053 -166	-5%	-$15.1K	0.11%	72
2023 Q3	$284K	Buy	3,219 +3	+0.1%	+$275	0.12%	74
2023 Q2	$289K	Hold	3,216	–	–	0.11%	74
2023 Q1	$310K	Hold	3,216	–	–	0.12%	65
2022 Q4	$331K	Hold	3,216	–	–	0.14%	59
2022 Q3	$299K	Hold	3,216	–	–	0.13%	60
2022 Q2	$345K	Buy	3,216 +163	+5%	+$17.9K	0.18%	56
2022 Q1	$341K	Sell	3,053 -1,100	-26%	-$114K	0.16%	63
2021 Q4	$436K	Buy	+4,153	New	+$421K	0.2%	52
2021 Q2	$345K	Buy	+3,216	New	+$323K	0.18%	56
2018 Q1	$325K	Buy	+4,191	New	+$324K	0.98%	37
2015 Q1	–	Sell	-2,484	Closed	-$208K	–	53
2014 Q4	$208K	Buy	+2,484	New	+$200K	0.41%	52
2014 Q1	–	Sell	-3,474	Closed	-$240K	–	52
2013 Q4	$240K	Hold	3,474	–	–	0.46%	43
2013 Q3	$232K	Sell	3,474 -5,466	-61%	-$373K	0.51%	33
2013 Q2	$604K	Buy	+8,940	New	+$632K	1.3%	25

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Baker Boyer National Bank's DUK Position: Q2 2026 in Review

Baker Boyer National Bank reduced its Duke Energy (DUK) stake by 3.8% in Q2 2026, selling an estimated $15.9K and leaving 3,233 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #61.

Baker Boyer National Bank first reported a position in DUK in Q2 2013 and has held it in 25 quarters since. The position peaked at $604K in Q2 2013. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Baker Boyer National Bank held 3,233 shares of Duke Energy worth $409K as of Q2 2026.
Baker Boyer National Bank sold 126 Duke Energy shares in Q2 2026, an estimated $15.9K.
Duke Energy made up 0.11% of Baker Boyer National Bank's portfolio in Q2 2026, its #61 holding.
Baker Boyer National Bank first reported a position in Duke Energy in Q2 2013 and has held it in 25 quarters since.
Baker Boyer National Bank's Duke Energy position peaked at $604K in Q2 2013.
1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.