Hilltop National Bank’s Duke Energy DUK Stock Holding History

Hilltop National 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	$227K	Sell	1,989 -165	-8%	-$20.2K	0.05%	224
2026 Q2	$273K	Sell	2,154 -211	-9%	-$26.6K	0.06%	203
2026 Q1	$310K	Buy	2,365 +310	+15%	+$38.8K	0.07%	182
2025 Q4	$241K	Sell	2,055 -82	-4%	-$10K	0.06%	205
2025 Q3	$264K	Hold	2,137	–	–	0.07%	198
2025 Q2	$252K	Buy	+2,137	New	+$252K	0.07%	193
2024 Q4	$239K	Sell	2,218 -118	-5%	-$13.4K	0.07%	188
2024 Q3	$269K	Sell	2,336 -72	-3%	-$8.01K	0.08%	176
2024 Q2	$241K	Sell	2,408 -76	-3%	-$7.6K	0.08%	182
2024 Q1	$240K	Buy	+2,484	New	+$236K	0.08%	191

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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 Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Hilltop National Bank's DUK Position: Q3 2026 in Review

Hilltop National Bank reduced its Duke Energy (DUK) stake by 7.7% in Q3 2026, selling an estimated $20.2K and leaving 1,989 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #224.

Hilltop National Bank first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $310K in Q1 2026. 393 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Hilltop National Bank held 1,989 shares of Duke Energy worth $227K as of Q3 2026.
Hilltop National Bank sold 165 Duke Energy shares in Q3 2026, an estimated $20.2K.
Duke Energy made up 0.05% of Hilltop National Bank's portfolio in Q3 2026, its #224 holding.
Hilltop National Bank first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
Hilltop National Bank's Duke Energy position peaked at $310K in Q1 2026.
393 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.