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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
Q3 		$1.26M Sell
11,052
-100
-0.9% -$12.3K 0.48% 55
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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Greenfield Savings Bank's DUK Position: Q3 2026 in Review

Greenfield Savings Bank reduced its Duke Energy (DUK) stake by 0.9% in Q3 2026, selling an estimated $12.3K and leaving 11,052 shares worth $1.26M. The position accounts for 0.48% of the portfolio, ranked #55.

Greenfield Savings Bank first reported a position in DUK in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.47M in Q1 2026. 393 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Greenfield Savings Bank held 11,052 shares of Duke Energy worth $1.26M as of Q3 2026.
  • Greenfield Savings Bank sold 100 Duke Energy shares in Q3 2026, an estimated $12.3K.
  • Duke Energy made up 0.48% of Greenfield Savings Bank's portfolio in Q3 2026, its #55 holding.
  • Greenfield Savings Bank first reported a position in Duke Energy in Q2 2022 and has held it in 18 quarters since.
  • Greenfield Savings Bank's Duke Energy position peaked at $1.47M in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.