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Midwest Trust’s Duke Energy DUK Stock Holding History

Midwest Trust’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 		$17.4M Sell
132,749
-2,342
-2% -$293K 0.22% 110
2025
Q4 		$15.8M Buy
135,091
+5,403
+4% +$660K 0.2% 115
2025
Q3 		$16M Buy
129,688
+830
+0.6% +$101K 0.21% 112
2025
Q2 		$15.2M Buy
+128,858
New +$15.2M 0.21% 115

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

Midwest Trust's DUK Position: Q1 2026 in Review

Midwest Trust reduced its Duke Energy (DUK) stake by 1.7% in Q1 2026, selling an estimated $293K and leaving 132,749 shares worth $17.4M. The position accounts for 0.22% of the portfolio, ranked #110.

Midwest Trust first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Midwest Trust held 132,749 shares of Duke Energy worth $17.4M as of Q1 2026.
  • Midwest Trust sold 2,342 Duke Energy shares in Q1 2026, an estimated $293K.
  • Duke Energy made up 0.22% of Midwest Trust's portfolio in Q1 2026, its #110 holding.
  • Midwest Trust first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.