Laird Norton Wetherby Trust Company
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
Q2 		$2.25M Sell
17,802
-1,060
-6% -$134K 0.04% 315
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Laird Norton Wetherby Trust Company's DUK Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Duke Energy (DUK) stake by 5.6% in Q2 2026, selling an estimated $134K and leaving 17,802 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #315.

Laird Norton Wetherby Trust Company first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.47M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 17,802 shares of Duke Energy worth $2.25M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 1,060 Duke Energy shares in Q2 2026, an estimated $134K.
  • Duke Energy made up 0.04% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #315 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Duke Energy position peaked at $2.47M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.