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Bell Bank’s Duke Energy DUK Stock Holding History

Bell 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 		$10.5M Buy
82,648
+2,950
+4% +$372K 0.4% 39
2026
Q1 		$10.4M Buy
79,698
+2,157
+3% +$270K 0.44% 36
2025
Q4 		$9.09M Sell
77,541
-1,743
-2% -$213K 0.39% 42
2025
Q3 		$9.81M Buy
79,284
+677
+0.9% +$82.2K 0.43% 35
2025
Q2 		$9.28M Sell
78,607
-9,022
-10% -$1.06M 0.43% 32
2025
Q1 		$10.7M Buy
87,629
+3,103
+4% +$354K 0.58% 28
2024
Q4 		$9.11M Buy
84,526
+10,439
+14% +$1.18M 0.68% 22
2024
Q3 		$8.54M Sell
74,087
-13,409
-15% -$1.49M 1.01% 22
2024
Q2 		$8.77M Sell
87,496
-1,710
-2% -$171K 0.74% 23
2024
Q1 		$8.63M Buy
89,206
+2,346
+3% +$223K 0.74% 27
2023
Q4 		$8.43M Buy
86,860
+1,266
+1% +$115K 0.81% 24
2023
Q3 		$7.55M Sell
85,594
-62
-0.1% -$5.68K 0.83% 25
2023
Q2 		$7.69M Sell
85,656
-3,997
-4% -$377K 0.81% 24
2023
Q1 		$8.65M Buy
89,653
+8,036
+10% +$794K 0.92% 21
2022
Q4 		$8.41M Sell
81,617
-5,723
-7% -$549K 0.98% 25
2022
Q3 		$8.12M Buy
87,340
+11,176
+15% +$1.2M 1.04% 19
2022
Q2 		$8.17M Buy
76,164
+4,824
+7% +$530K 0.98% 18
2022
Q1 		$7.97M Buy
71,340
+11,446
+19% +$1.19M 0.89% 18
2021
Q4 		$6.28M Buy
59,894
+10,475
+21% +$1.06M 0.72% 25
2021
Q3 		$4.82M Buy
49,419
+2,337
+5% +$242K 0.6% 31
2021
Q2 		$4.65M Buy
47,082
+3,162
+7% +$318K 0.61% 28
2021
Q1 		$4.24M Buy
43,920
+3,869
+10% +$353K 0.61% 28
2020
Q4 		$3.67M Buy
40,051
+9,146
+30% +$846K 0.57% 24
2020
Q3 		$2.74M Sell
30,905
-1,044
-3% -$86.1K 0.48% 31
2020
Q2 		$2.55M Sell
31,949
-3,088
-9% -$261K 0.47% 40
2020
Q1 		$2.83M Buy
35,037
+31
+0.1% +$2.85K 0.62% 25
2019
Q4 		$3.19M Buy
35,006
+902
+3% +$82.7K 0.58% 27
2019
Q3 		$3.27M Buy
34,104
+21
+0.1% +$1.91K 0.62% 24
2019
Q2 		$3.01M Buy
34,083
+286
+0.8% +$25.3K 0.68% 24
2019
Q1 		$3.04M Sell
33,797
-1,736
-5% -$153K 0.82% 20
2018
Q4 		$3.07M Sell
35,533
-636
-2% -$54.1K 0.94% 15
2018
Q3 		$2.89M Sell
36,169
-1,892
-5% -$153K 0.89% 17
2018
Q2 		$3.01M Sell
38,061
-220
-0.6% -$16.9K 0.93% 19
2018
Q1 		$2.97M Buy
38,281
+1,739
+5% +$134K 0.94% 20
2017
Q4 		$3.07M Sell
36,542
-7,198
-16% -$629K 0.86% 20
2017
Q3 		$3.67M Buy
43,740
+27
+0.1% +$2.31K 1.07% 18
2017
Q2 		$3.65M Sell
43,713
-1,434
-3% -$121K 1.3% 14
2017
Q1 		$3.7M Buy
45,147
+3,073
+7% +$244K 1.38% 15
2016
Q4 		$3.27M Buy
42,074
+2,182
+5% +$167K 1.28% 19
2016
Q3 		$3.19M Buy
39,892
+1,989
+5% +$165K 2.01% 16
2016
Q2 		$3.25M Buy
37,903
+2,716
+8% +$217K 1.87% 21
2016
Q1 		$2.84M Buy
35,187
+602
+2% +$45.6K 1.85% 23
2015
Q4 		$2.47M Buy
34,585
+20,856
+152% +$1.47M 1.77% 18
2015
Q3 		$988K Buy
13,729
+829
+6% +$60K 0.78% 45
2015
Q2 		$911K Sell
12,900
-246
-2% -$18.6K 0.67% 55
2015
Q1 		$1.01M Buy
13,146
+387
+3% +$31.4K 0.71% 50
2014
Q4 		$1.07M Sell
12,759
-221
-2% -$17.8K 0.73% 42
2014
Q3 		$971K Buy
12,980
+632
+5% +$46.1K 0.7% 42
2014
Q2 		$916K Buy
12,348
+420
+4% +$30.2K 0.64% 58
2014
Q1 		$850K Sell
11,928
-1,030
-8% -$71.8K 0.57% 65
2013
Q4 		$894K Sell
12,958
-1,451
-10% -$102K 0.46% 87
2013
Q3 		$962K Sell
14,409
-11
-0.1% -$750 0.34% 133
2013
Q2 		$973K Buy
+14,420
New +$1.02M 0.34% 130

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Bell Bank's DUK Position: Q2 2026 in Review

Bell Bank increased its Duke Energy (DUK) stake by 3.7% in Q2 2026, buying an estimated $372K and bringing the position to 82,648 shares worth $10.5M. The position accounts for 0.4% of the portfolio, ranked #39.

Bell Bank first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.7M in Q1 2025. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bell Bank held 82,648 shares of Duke Energy worth $10.5M as of Q2 2026.
  • Bell Bank bought 2,950 Duke Energy shares in Q2 2026, an estimated $372K.
  • Duke Energy made up 0.4% of Bell Bank's portfolio in Q2 2026, its #39 holding.
  • Bell Bank first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Bell Bank's Duke Energy position peaked at $10.7M in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.