Inspire Trust Company’s Duke Energy DUK Stock Holding History

Inspire Trust Company’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	$2.03M	Hold	16,000	–	–	0.28%	95
2026 Q1	$2.1M	Sell	16,000 -3,000	-16%	-$375K	0.32%	92
2025 Q4	$2.23M	Buy	19,000 +3,000	+19%	+$366K	0.37%	92
2025 Q3	$1.98M	Buy	16,000 +1,500	+10%	+$182K	0.36%	91
2025 Q2	$1.71M	Buy	14,500 +2,500	+21%	+$295K	0.35%	96
2025 Q1	$1.46M	Hold	12,000	–	–	0.35%	100
2024 Q4	$1.29M	Buy	12,000 +2,500	+26%	+$283K	0.33%	100
2024 Q3	$1.1M	Sell	9,500 -347	-4%	-$38.6K	0.3%	98
2024 Q2	$987K	Buy	9,847 +4,847	+97%	+$485K	0.33%	100
2024 Q1	$484K	Buy	+5,000	New	+$474K	0.27%	100

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Inspire Trust Company's DUK Position: Q2 2026 in Review

Inspire Trust Company held its Duke Energy (DUK) position steady in Q2 2026 at 16,000 shares worth $2.03M. The position accounts for 0.28% of the portfolio, ranked #95.

Inspire Trust Company first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.23M in Q4 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Inspire Trust Company held 16,000 shares of Duke Energy worth $2.03M as of Q2 2026.
Inspire Trust Company left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.28% of Inspire Trust Company's portfolio in Q2 2026, its #95 holding.
Inspire Trust Company first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
Inspire Trust Company's Duke Energy position peaked at $2.23M in Q4 2025.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.