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Greenfield Savings Bank’s Duke Energy DUK Stock Holding History

Greenfield Savings 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 		$1.41M Sell
11,152
-80
-0.7% -$10.1K 0.54% 51
2026
Q1 		$1.47M Sell
11,232
-124
-1% -$15.5K 0.63% 46
2025
Q4 		$1.33M Sell
11,356
-368
-3% -$44.9K 0.56% 49
2025
Q3 		$1.45M Buy
11,724
+6
+0.1% +$728 0.61% 46
2025
Q2 		$1.38M Sell
11,718
-114
-1% -$13.5K 0.63% 50
2025
Q1 		$1.44M Sell
11,832
-201
-2% -$22.9K 0.71% 46
2024
Q4 		$1.3M Hold
12,033
– – 0.62% 47
2024
Q3 		$1.39M Sell
12,033
-48
-0.4% -$5.34K 0.66% 46
2024
Q2 		$1.21M Sell
12,081
-212
-2% -$21.2K 0.62% 47
2024
Q1 		$1.19M Sell
12,293
-244
-2% -$23.1K 0.62% 48
2023
Q4 		$1.22M Sell
12,537
-20
-0.2% -$1.82K 0.7% 46
2023
Q3 		$1.11M Sell
12,557
-54
-0.4% -$4.95K 0.7% 46
2023
Q2 		$1.13M Sell
12,611
-6
-0% -$566 0.77% 43
2023
Q1 		$1.22M Sell
12,617
-39
-0.3% -$3.85K 0.79% 44
2022
Q4 		$1.3M Sell
12,656
-216
-2% -$20.7K 0.86% 41
2022
Q3 		$1.2M Sell
12,872
-71
-0.5% -$7.63K 0.86% 38
2022
Q2 		$1.39M Buy
+12,943
New +$1.42M 0.93% 36

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Greenfield Savings Bank's DUK Position: Q2 2026 in Review

Greenfield Savings Bank reduced its Duke Energy (DUK) stake by 0.71% in Q2 2026, selling an estimated $10.1K and leaving 11,152 shares worth $1.41M. The position accounts for 0.54% of the portfolio, ranked #51.

Greenfield Savings Bank first reported a position in DUK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.47M in Q1 2026. 1,325 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Greenfield Savings Bank held 11,152 shares of Duke Energy worth $1.41M as of Q2 2026.
  • Greenfield Savings Bank sold 80 Duke Energy shares in Q2 2026, an estimated $10.1K.
  • Duke Energy made up 0.54% of Greenfield Savings Bank's portfolio in Q2 2026, its #51 holding.
  • Greenfield Savings Bank first reported a position in Duke Energy in Q2 2022 and has held it in 17 quarters since.
  • Greenfield Savings Bank's Duke Energy position peaked at $1.47M in Q1 2026.
  • 1,325 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.