Enterprise Financial Services Corp (EFSC)’s Duke Energy DUK Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	$336K	Buy	2,568 +156	+6%	+$19.5K	0.17%	101
2025 Q4	$283K	Sell	2,412 -590	-20%	-$72K	0.14%	113
2025 Q3	$371K	Sell	3,002 -127	-4%	-$15.4K	0.19%	93
2025 Q2	$369K	Buy	3,129 +108	+4%	+$12.7K	0.2%	98
2025 Q1	$368K	Sell	3,021 -107	-3%	-$12.2K	0.22%	88
2024 Q4	$337K	Sell	3,128 -446	-12%	-$50.5K	0.19%	105
2024 Q3	$412K	Sell	3,574 -51	-1%	-$5.68K	0.24%	86
2024 Q2	$363K	Sell	3,625 -210	-5%	-$21K	0.22%	94
2024 Q1	$371K	Sell	3,835 -859	-18%	-$81.5K	0.22%	94
2023 Q4	$456K	Sell	4,694 -776	-14%	-$70.6K	0.28%	81
2023 Q3	$483K	Sell	5,470 -283	-5%	-$25.9K	0.33%	69
2023 Q2	$516K	Sell	5,753 -32	-0.6%	-$3.02K	0.33%	66
2023 Q1	$558K	Sell	5,785 -64	-1%	-$6.32K	0.36%	64
2022 Q4	$602K	Sell	5,849 -183	-3%	-$17.6K	0.42%	56
2022 Q3	$561K	Sell	6,032 -9	-0.1%	-$967	0.42%	60
2022 Q2	$648K	Buy	6,041 +82	+1%	+$9.02K	0.13%	126
2022 Q1	$666K	Buy	5,959 +128	+2%	+$13.3K	0.11%	137
2021 Q4	$612K	Buy	5,831 +5	+0.1%	+$507	0.09%	154
2021 Q3	$568K	Sell	5,826 -2,689	-32%	-$278K	0.07%	172
2021 Q2	$840K	Buy	8,515 +1,064	+14%	+$107K	0.13%	106
2021 Q1	$718K	Buy	7,451 +54	+0.7%	+$4.93K	0.13%	104
2020 Q4	$678K	Buy	7,397 +22	+0.3%	+$2.04K	0.13%	102
2020 Q3	$653K	Buy	7,375 +3	+0%	+$247	0.14%	98
2020 Q2	$589K	Buy	7,372 +61	+0.8%	+$5.15K	0.13%	106
2020 Q1	$591K	Buy	7,311 +141	+2%	+$13K	0.15%	95
2019 Q4	$654K	Sell	7,170 -709	-9%	-$65K	0.14%	105
2019 Q3	$756K	Buy	7,879 +62	+0.8%	+$5.64K	0.17%	89
2019 Q2	$690K	Sell	7,817 -40	-0.5%	-$3.54K	0.15%	98
2019 Q1	$707K	Buy	7,857 +3,875	+97%	+$342K	0.15%	95
2018 Q4	$344K	Sell	3,982 -72	-2%	-$6.13K	0.22%	88
2018 Q3	$324K	Buy	4,054 +78	+2%	+$6.31K	0.17%	102
2018 Q2	$314K	Sell	3,976 -64	-2%	-$4.92K	0.16%	108
2018 Q1	$313K	Sell	4,040 -558	-12%	-$43.1K	0.16%	109
2017 Q4	$387K	Sell	4,598 -187	-4%	-$16.3K	0.19%	101
2017 Q3	$402K	Buy	4,785 +49	+1%	+$4.2K	0.2%	96
2017 Q2	$396K	Buy	4,736 +255	+6%	+$21.4K	0.2%	89
2017 Q1	$367K	Buy	4,481 +139	+3%	+$11K	0.18%	94
2016 Q4	$337K	Buy	4,342 +342	+9%	+$26.2K	0.17%	96
2016 Q3	$320K	Hold	4,000	–	–	0.18%	96
2016 Q2	$343K	Hold	4,000	–	–	0.2%	88
2016 Q1	$323K	Buy	4,000 +117	+3%	+$8.85K	0.19%	88
2015 Q4	$277K	Buy	3,883 +38	+1%	+$2.67K	0.16%	105
2015 Q3	$277K	Buy	3,845 +19	+0.5%	+$1.38K	0.18%	102
2015 Q2	$270K	Sell	3,826 -116	-3%	-$8.77K	0.16%	109
2015 Q1	$303K	Hold	3,942	–	–	0.18%	107
2014 Q4	$329K	Buy	3,942 +708	+22%	+$57.1K	0.2%	101
2014 Q3	$242K	Sell	3,234 -44	-1%	-$3.21K	0.15%	117
2014 Q2	$243K	Sell	3,278 -133	-4%	-$9.57K	0.15%	117
2014 Q1	$243K	Sell	3,411 -34	-1%	-$2.37K	0.15%	113
2013 Q4	$238K	Sell	3,445 -200	-5%	-$14K	0.14%	116
2013 Q3	$243K	Buy	3,645 +166	+5%	+$11.3K	0.15%	105
2013 Q2	$235K	Buy	+3,479	New	+$246K	0.16%	103

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s DUK Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) increased its Duke Energy (DUK) stake by 6.5% in Q1 2026, buying an estimated $19.5K and bringing the position to 2,568 shares worth $336K. The position accounts for 0.17% of the portfolio, ranked #101.

Enterprise Financial Services Corp (EFSC) first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $840K in Q2 2021. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Enterprise Financial Services Corp (EFSC) held 2,568 shares of Duke Energy worth $336K as of Q1 2026.
Enterprise Financial Services Corp (EFSC) bought 156 Duke Energy shares in Q1 2026, an estimated $19.5K.
Duke Energy made up 0.17% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #101 holding.
Enterprise Financial Services Corp (EFSC) first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
Enterprise Financial Services Corp (EFSC)'s Duke Energy position peaked at $840K in Q2 2021.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.