LNWTC
DUK icon

Laird Norton Wetherby Trust Company’s Duke Energy DUK Stock Holding History

Laird Norton Wetherby 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 		$2.47M Sell
18,862
-49
-0.3% -$6.13K 0.05% 278
2025
Q4 		$2.22M Buy
+18,911
New +$2.31M 0.05% 298

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laird Norton Wetherby Trust Company's DUK Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Duke Energy (DUK) stake by 0.26% in Q1 2026, selling an estimated $6.13K and leaving 18,862 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #278.

Laird Norton Wetherby Trust Company first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 18,862 shares of Duke Energy worth $2.47M as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 49 Duke Energy shares in Q1 2026, an estimated $6.13K.
  • Duke Energy made up 0.05% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #278 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.