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 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

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

First Nebraska Trust's DUK Position: Q1 2026 in Review

First Nebraska Trust increased its Duke Energy (DUK) stake by 11% in Q1 2026, buying an estimated $48.1K and bringing the position to 3,828 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #139.

First Nebraska Trust first reported a position in DUK in Q1 2023 and has held it in 13 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

First Nebraska Trust held 3,828 shares of Duke Energy worth $501K as of Q1 2026.
First Nebraska Trust bought 385 Duke Energy shares in Q1 2026, an estimated $48.1K.
Duke Energy made up 0.05% of First Nebraska Trust's portfolio in Q1 2026, its #139 holding.
First Nebraska Trust first reported a position in Duke Energy in Q1 2023 and has held it in 13 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.