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Crews Bank & Trust’s Duke Energy DUK Stock Holding History

Crews Bank & 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
Q2 		$896K Sell
7,079
-130
-2% -$16.4K 0.12% 106
2026
Q1 		$944K Buy
7,209
+2,155
+43% +$269K 0.14% 92
2025
Q4 		$592K Sell
5,054
-92
-2% -$11.2K 0.08% 129
2025
Q3 		$637K Buy
5,146
+113
+2% +$13.7K 0.09% 121
2025
Q2 		$594K Buy
5,033
+140
+3% +$16.5K 0.09% 119
2025
Q1 		$597K Buy
4,893
+25
+0.5% +$2.85K 0.1% 120
2024
Q4 		$524K Buy
+4,868
New +$551K 0.09% 128

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
New York State Teachers Retirement System (NYSTRS)
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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Crews Bank & Trust's DUK Position: Q2 2026 in Review

Crews Bank & Trust reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $16.4K and leaving 7,079 shares worth $896K. The position accounts for 0.12% of the portfolio, ranked #106.

Crews Bank & Trust first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $944K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Crews Bank & Trust held 7,079 shares of Duke Energy worth $896K as of Q2 2026.
  • Crews Bank & Trust sold 130 Duke Energy shares in Q2 2026, an estimated $16.4K.
  • Duke Energy made up 0.12% of Crews Bank & Trust's portfolio in Q2 2026, its #106 holding.
  • Crews Bank & Trust first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Duke Energy position peaked at $944K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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