Ledyard National Bank’s Duke Energy DUK Stock Holding History

Ledyard National Bank’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	–	Sell	-1,772	Closed	-$208K	–	242
2025 Q4	$208K	Buy	1,772 +48	+3%	+$5.86K	0.02%	237
2025 Q3	$213K	Buy	+1,724	New	+$209K	0.02%	217
2023 Q2	–	Sell	-2,169	Closed	-$209K	–	204
2023 Q1	$209K	Sell	2,169 -150	-6%	-$14.8K	0.02%	196
2022 Q4	$239K	Hold	2,319	–	–	0.03%	186
2022 Q3	$216K	Sell	2,319 -150	-6%	-$16.1K	0.03%	192
2022 Q2	$265K	Sell	2,469 -405	-14%	-$44.5K	0.03%	183
2022 Q1	$321K	Sell	2,874 -100	-3%	-$10.4K	0.03%	182
2021 Q4	$312K	Buy	2,974 +24	+0.8%	+$2.43K	0.03%	197
2021 Q3	$288K	Sell	2,950 -206	-7%	-$21.3K	0.03%	207
2021 Q2	$311K	Sell	3,156 -94	-3%	-$9.44K	0.03%	201
2021 Q1	$314K	Sell	3,250 -75	-2%	-$6.84K	0.03%	197
2020 Q4	$304K	Sell	3,325 -310	-9%	-$28.7K	0.03%	193
2020 Q3	$322K	Sell	3,635 -100	-3%	-$8.24K	0.04%	183
2020 Q2	$298K	Sell	3,735 -953	-20%	-$80.5K	0.04%	187
2020 Q1	$379K	Sell	4,688 -981	-17%	-$90.1K	0.06%	167
2019 Q4	$518K	Buy	5,669 +433	+8%	+$39.7K	0.06%	168
2019 Q3	$502K	Buy	5,236 +1,741	+50%	+$158K	0.07%	167
2019 Q2	$308K	Sell	3,495 -52,738	-94%	-$4.66M	0.04%	225
2019 Q1	$5.06M	Sell	56,233 -483	-0.9%	-$42.6K	0.67%	54
2018 Q4	$4.89M	Sell	56,716 -1,542	-3%	-$131K	0.65%	51
2018 Q3	$4.66M	Sell	58,258 -724	-1%	-$58.5K	0.53%	71
2018 Q2	$4.66M	Buy	58,982 +8,462	+17%	+$651K	0.56%	70
2018 Q1	$3.91M	Buy	50,520 +10,374	+26%	+$802K	0.48%	74
2017 Q4	$3.38M	Sell	40,146 -506	-1%	-$44.2K	0.41%	79
2017 Q3	$3.41M	Sell	40,652 -441	-1%	-$37.8K	0.45%	79
2017 Q2	$3.44M	Sell	41,093 -173	-0.4%	-$14.5K	0.49%	77
2017 Q1	$3.38M	Buy	41,266 +266	+0.6%	+$21.1K	0.51%	73
2016 Q4	$3.18M	Buy	41,000 +1,000	+3%	+$76.6K	0.57%	66
2016 Q3	$3.2M	Sell	40,000 -444	-1%	-$36.8K	0.57%	63
2016 Q2	$3.47M	Sell	40,444 -470	-1%	-$37.6K	0.63%	64
2016 Q1	$3.3M	Buy	40,914 +2,224	+6%	+$168K	0.59%	63
2015 Q4	$2.76M	Buy	38,690 +35,077	+971%	+$2.47M	0.5%	72
2015 Q3	$260K	Hold	3,613	–	–	0.05%	157
2015 Q2	$255K	Sell	3,613 -40	-1%	-$3.02K	0.04%	154
2015 Q1	$280K	Buy	3,653 +53	+1%	+$4.3K	0.05%	148
2014 Q4	$301K	Hold	3,600	–	–	0.06%	138
2014 Q3	$269K	Buy	3,600 +133	+4%	+$9.7K	0.05%	143
2014 Q2	$258K	Hold	3,467	–	–	0.04%	146
2014 Q1	$247K	Sell	3,467 -400	-10%	-$27.9K	0.04%	141
2013 Q4	$267K	Buy	3,867 +439	+13%	+$30.7K	0.04%	133
2013 Q3	$229K	Sell	3,428 -696	-17%	-$47.5K	0.04%	134
2013 Q2	$278K	Buy	+4,124	New	+$291K	0.05%	120

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

Ledyard National Bank's DUK Position: Q1 2026 in Review

Ledyard National Bank sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 1,772 shares — an estimated $208K sold.

Ledyard National Bank first reported a position in DUK in Q2 2013 and held it in 42 quarters. The position peaked at $5.06M in Q1 2019. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Ledyard National Bank reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Ledyard National Bank sold 1,772 Duke Energy shares in Q1 2026, an estimated $208K.
Ledyard National Bank first reported a position in Duke Energy in Q2 2013 and held it in 42 quarters.
Ledyard National Bank's Duke Energy position peaked at $5.06M in Q1 2019.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ledyard National Bank's 13F filing for Q1 2026, filed 24 Apr 2026.