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BankPlus Trust Department’s Duke Energy DUK Stock Holding History

BankPlus Trust Department’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 		$64.7K Hold
494
– – 0.02% 245
2025
Q4 		$57.9K Hold
494
– – 0.02% 239
2025
Q3 		$61.1K Hold
494
– – 0.02% 232
2025
Q2 		$58.3K Hold
494
– – 0.02% 220
2025
Q1 		$60.3K Hold
494
– – 0.02% 208
2024
Q4 		$53.2K Buy
+494
New +$56K 0.02% 220

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

BankPlus Trust Department's DUK Position: Q1 2026 in Review

BankPlus Trust Department held its Duke Energy (DUK) position steady in Q1 2026 at 494 shares worth $64.7K. The position accounts for 0.02% of the portfolio, ranked #245.

BankPlus Trust Department first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • BankPlus Trust Department held 494 shares of Duke Energy worth $64.7K as of Q1 2026.
  • BankPlus Trust Department left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.02% of BankPlus Trust Department's portfolio in Q1 2026, its #245 holding.
  • BankPlus Trust Department first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.