MFG
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MidWestOne Financial Group’s Duke Energy DUK Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$941K Buy
8,029
+171
+2% +$20.9K 0.1% 171
2025
Q3 		$972K Buy
7,858
+87
+1% +$10.6K 0.12% 161
2025
Q2 		$917K Sell
7,771
-31
-0.4% -$3.66K 0.12% 167
2025
Q1 		$951K Buy
7,802
+287
+4% +$32.7K 0.14% 155
2024
Q4 		$810K Sell
7,515
-275
-4% -$31.2K 0.11% 174
2024
Q3 		$898K Sell
7,790
-140
-2% -$15.6K 0.12% 166
2024
Q2 		$795K Sell
7,930
-152
-2% -$15.2K 0.14% 171
2024
Q1 		$782K Buy
8,082
+81
+1% +$7.68K 0.14% 174
2023
Q4 		$776K Sell
8,001
-18
-0.2% -$1.64K 0.15% 166
2023
Q3 		$708K Sell
8,019
-580
-7% -$53.2K 0.16% 154
2023
Q2 		$772K Sell
8,599
-282
-3% -$26.6K 0.17% 160
2023
Q1 		$857K Buy
8,881
+280
+3% +$27.7K 0.19% 132
2022
Q4 		$886K Buy
8,601
+12
+0.1% +$1.15K 0.2% 122
2022
Q3 		$798K Sell
8,589
-551
-6% -$59.2K 0.2% 119
2022
Q2 		$980K Sell
9,140
-37
-0.4% -$4.07K 0.24% 95
2022
Q1 		$1.02M Sell
9,177
-361
-4% -$37.5K 0.22% 108
2021
Q4 		$1M Buy
9,538
+297
+3% +$30.1K 0.21% 117
2021
Q3 		$902K Sell
9,241
-99
-1% -$10.2K 0.21% 116
2021
Q2 		$922K Buy
9,340
+189
+2% +$19K 0.22% 112
2021
Q1 		$883K Sell
9,151
-85
-0.9% -$7.76K 0.21% 111
2020
Q4 		$846K Buy
9,236
+32
+0.3% +$2.96K 0.23% 111
2020
Q3 		$815K Buy
9,204
+4,245
+86% +$350K 0.27% 102
2020
Q2 		$396K Sell
4,959
-2,857
-37% -$241K 0.17% 97
2020
Q1 		$632K Sell
7,816
-733
-9% -$67.3K 0.23% 100
2019
Q4 		$780K Sell
8,549
-803
-9% -$73.6K 0.16% 108
2019
Q3 		$897K Sell
9,352
-232
-2% -$21.1K 0.28% 87
2019
Q2 		$845K Buy
+9,584
New +$847K 0.23% 112

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MidWestOne Financial Group's DUK Position: Q4 2025 in Review

MidWestOne Financial Group increased its Duke Energy (DUK) stake by 2.2% in Q4 2025, buying an estimated $20.9K and bringing the position to 8,029 shares worth $941K. The position accounts for 0.1% of the portfolio, ranked #171.

MidWestOne Financial Group first reported a position in DUK in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.02M in Q1 2022. 2,404 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • MidWestOne Financial Group held 8,029 shares of Duke Energy worth $941K as of Q4 2025.
  • MidWestOne Financial Group bought 171 Duke Energy shares in Q4 2025, an estimated $20.9K.
  • Duke Energy made up 0.1% of MidWestOne Financial Group's portfolio in Q4 2025, its #171 holding.
  • MidWestOne Financial Group first reported a position in Duke Energy in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's Duke Energy position peaked at $1.02M in Q1 2022.
  • 2,404 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.