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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
Q2 		$17M Buy
134,656
+1,907
+1% +$241K 0.19% 113
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 $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

Midwest Trust's DUK Position: Q2 2026 in Review

Midwest Trust increased its Duke Energy (DUK) stake by 1.4% in Q2 2026, buying an estimated $241K and bringing the position to 134,656 shares worth $17M. The position accounts for 0.19% of the portfolio, ranked #113.

Midwest Trust first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.4M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Midwest Trust held 134,656 shares of Duke Energy worth $17M as of Q2 2026.
  • Midwest Trust bought 1,907 Duke Energy shares in Q2 2026, an estimated $241K.
  • Duke Energy made up 0.19% of Midwest Trust's portfolio in Q2 2026, its #113 holding.
  • Midwest Trust first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Duke Energy position peaked at $17.4M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.