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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Inspire Trust Company's DUK Position: Q1 2026 in Review

Inspire Trust Company reduced its Duke Energy (DUK) stake by 16% in Q1 2026, selling an estimated $375K and leaving 16,000 shares worth $2.1M. The position accounts for 0.32% of the portfolio, ranked #92.

Inspire Trust Company first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Inspire Trust Company held 16,000 shares of Duke Energy worth $2.1M as of Q1 2026.
Inspire Trust Company sold 3,000 Duke Energy shares in Q1 2026, an estimated $375K.
Duke Energy made up 0.32% of Inspire Trust Company's portfolio in Q1 2026, its #92 holding.
Inspire Trust Company first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
Inspire Trust Company's Duke Energy position peaked at $2.23M in Q4 2025.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.