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Indiana Trust & Investment Management’s Duke Energy DUK Stock Holding History

Indiana Trust & Investment Management’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 		$343K Hold
2,713
– – 0.09% 140
2026
Q1 		$355K Sell
2,713
-5
-0.2% -$625 0.11% 131
2025
Q4 		$319K Buy
2,718
+5
+0.2% +$611 0.09% 139
2025
Q3 		$336K Sell
2,713
-140
-5% -$17K 0.1% 139
2025
Q2 		$337K Buy
2,853
+291
+11% +$34.3K 0.11% 135
2025
Q1 		$312K Buy
2,562
+415
+19% +$47.3K 0.11% 136
2024
Q4 		$231K Hold
2,147
– – 0.08% 156
2024
Q3 		$248K Hold
2,147
– – 0.08% 150
2024
Q2 		$215K Buy
2,147
+100
+5% +$10K 0.08% 158
2024
Q1 		$198K Sell
2,047
-108
-5% -$10.2K 0.08% 154
2023
Q4 		$209K Sell
2,155
-390
-15% -$35.5K 0.09% 150
2023
Q3 		$225K Buy
2,545
+108
+4% +$9.9K 0.11% 137
2023
Q2 		$219K Hold
2,437
– – 0.11% 102
2023
Q1 		$235K Sell
2,437
-435
-15% -$43K 0.13% 101
2022
Q4 		$296 Hold
2,872
– – 0.17% 92
2022
Q3 		$267K Buy
2,872
+173
+6% +$18.6K 0.16% 92
2022
Q2 		$289K Buy
2,699
+350
+15% +$38.5K 0.16% 91
2022
Q1 		$262K Sell
2,349
-40
-2% -$4.15K 0.13% 106
2021
Q4 		$251K Sell
2,389
-175
-7% -$17.7K 0.12% 106
2021
Q3 		$250K Hold
2,564
– – 0.13% 101
2021
Q2 		$235K Hold
2,564
– – 0.13% 103
2021
Q1 		$248K Hold
2,564
– – 0.13% 100
2020
Q4 		$235K Hold
2,564
– – 0.13% 103
2020
Q3 		$227K Sell
2,564
-35
-1% -$2.88K 0.14% 102
2020
Q2 		$208K Hold
2,599
– – 0.13% 103
2020
Q1 		$210K Hold
2,599
– – 0.15% 98
2019
Q4 		$237K Sell
2,599
-109
-4% -$9.99K 0.13% 106
2019
Q3 		$260K Hold
2,708
– – 0.15% 100
2019
Q2 		$239K Buy
2,708
+35
+1% +$3.09K 0.13% 105
2019
Q1 		$241K Buy
+2,673
New +$236K 0.12% 102
2014
Q1 		– Sell
-1,399
Closed -$97K – 152
2013
Q4 		$97K Sell
1,399
-51
-4% -$3.57K 0.06% 132
2013
Q3 		$97K Buy
+1,450
New +$98.9K 0.06% 133

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Indiana Trust & Investment Management's DUK Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Duke Energy (DUK) position steady in Q2 2026 at 2,713 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #140.

Indiana Trust & Investment Management first reported a position in DUK in Q3 2013 and has held it in 32 quarters since. The position peaked at $355K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Indiana Trust & Investment Management held 2,713 shares of Duke Energy worth $343K as of Q2 2026.
  • Indiana Trust & Investment Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.09% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #140 holding.
  • Indiana Trust & Investment Management first reported a position in Duke Energy in Q3 2013 and has held it in 32 quarters since.
  • Indiana Trust & Investment Management's Duke Energy position peaked at $355K in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.