First Nebraska Trust’s Duke Energy DUK Stock Holding History

First Nebraska 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 Q3	$457K	Buy	4,010 +90	+2%	+$11K	0.04%	159
2026 Q2	$496K	Buy	3,920 +92	+2%	+$11.6K	0.04%	152
2026 Q1	$501K	Buy	3,828 +385	+11%	+$48.1K	0.05%	139
2025 Q4	$404K	Buy	3,443 +865	+34%	+$106K	0.04%	150
2025 Q3	$319K	Hold	2,578	–	–	0.03%	159
2025 Q2	$304K	Hold	2,578	–	–	0.03%	160
2025 Q1	$314K	Sell	2,578 -15	-0.6%	-$1.71K	0.03%	154
2024 Q4	$279K	Hold	2,593	–	–	0.03%	168
2024 Q3	$299K	Hold	2,593	–	–	0.03%	167
2024 Q2	$260K	Hold	2,593	–	–	0.03%	168
2024 Q1	$251K	Hold	2,593	–	–	0.03%	168
2023 Q4	$252K	Hold	2,593	–	–	0.03%	157
2023 Q3	$229K	Buy	2,593 +10	+0.4%	+$917	0.03%	157
2023 Q2	$232K	Buy	2,583 +243	+10%	+$22.9K	0.03%	159
2023 Q1	$226K	Buy	+2,340	New	+$231K	0.03%	157

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

First Nebraska Trust's DUK Position: Q3 2026 in Review

First Nebraska Trust increased its Duke Energy (DUK) stake by 2.3% in Q3 2026, buying an estimated $11K and bringing the position to 4,010 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #159.

First Nebraska Trust first reported a position in DUK in Q1 2023 and has held it in 15 quarters since. The position peaked at $501K in Q1 2026. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

First Nebraska Trust held 4,010 shares of Duke Energy worth $457K as of Q3 2026.
First Nebraska Trust bought 90 Duke Energy shares in Q3 2026, an estimated $11K.
Duke Energy made up 0.04% of First Nebraska Trust's portfolio in Q3 2026, its #159 holding.
First Nebraska Trust first reported a position in Duke Energy in Q1 2023 and has held it in 15 quarters since.
First Nebraska Trust's Duke Energy position peaked at $501K in Q1 2026.
1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on First Nebraska Trust's 13F filing for Q3 2026, filed 30 Oct 2026.