Moody National Bank Trust Division’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $774K | Sell |
6,112
-3
| -0% | -$378 | 0.06% | 280 |
|
|
2026
Q1 | $801K | Buy |
6,115
+41
| +0.7% | +$5.13K | 0.08% | 256 |
|
|
2025
Q4 | $712K | Buy |
6,074
+332
| +6% | +$40.5K | 0.07% | 277 |
|
|
2025
Q3 | $711K | Sell |
5,742
-470
| -8% | -$57K | 0.06% | 304 |
|
|
2025
Q2 | $733K | Sell |
6,212
-145
| -2% | -$17.1K | 0.07% | 292 |
|
|
2025
Q1 | $775K | Buy |
6,357
+662
| +12% | +$75.5K | 0.08% | 281 |
|
|
2024
Q4 | $614K | Buy |
5,695
+255
| +5% | +$28.9K | 0.06% | 313 |
|
|
2024
Q3 | $627K | Buy |
5,440
+1,525
| +39% | +$170K | 0.07% | 312 |
|
|
2024
Q2 | $392K | Sell |
3,915
-40
| -1% | -$4K | 0.03% | 347 |
|
|
2024
Q1 | $382K | Hold |
3,955
| – | – | 0.03% | 364 |
|
|
2023
Q4 | $384K | Sell |
3,955
-10,045
| -72% | -$914K | 0.03% | 379 |
|
|
2023
Q3 | $1.24M | Sell |
14,000
-10,669
| -43% | -$978K | 0.08% | 190 |
|
|
2023
Q2 | $2.21M | Buy |
24,669
+535
| +2% | +$50.5K | 0.15% | 102 |
|
|
2023
Q1 | $2.33M | Buy |
24,134
+186
| +0.8% | +$18.4K | 0.2% | 88 |
|
|
2022
Q4 | $2.47M | Sell |
23,948
-566
| -2% | -$54.3K | 0.21% | 81 |
|
|
2022
Q3 | $2.28M | Buy |
24,514
+3,454
| +16% | +$371K | 0.24% | 80 |
|
|
2022
Q2 | $2.26M | Sell |
21,060
-4,842
| -19% | -$532K | 0.24% | 76 |
|
|
2022
Q1 | $2.89M | Sell |
25,902
-1,686
| -6% | -$175K | 0.09% | 78 |
|
|
2021
Q4 | $2.89M | Sell |
27,588
-53,381
| -66% | -$5.41M | 0.09% | 88 |
|
|
2021
Q3 | $7.9M | Buy |
80,969
+187
| +0.2% | +$19.4K | 0.12% | 105 |
|
|
2021
Q2 | $7.97M | Sell |
80,782
-285
| -0.4% | -$28.6K | 0.16% | 103 |
|
|
2021
Q1 | $7.83M | Buy |
81,067
+458
| +0.6% | +$41.8K | 0.19% | 101 |
|
|
2020
Q4 | $7.38M | Hold |
80,609
| – | – | 0.19% | 107 |
|
|
2020
Q3 | $7.14M | Buy |
80,609
+119
| +0.1% | +$9.81K | 0.22% | 95 |
|
|
2020
Q2 | $6.43M | Sell |
80,490
-560
| -0.7% | -$47.3K | 0.2% | 98 |
|
|
2020
Q1 | $6.55M | Buy |
81,050
+1,007
| +1% | +$92.5K | 0.23% | 82 |
|
|
2019
Q4 | $7.3M | Buy |
80,043
+744
| +0.9% | +$68.2K | 0.19% | 89 |
|
|
2019
Q3 | $7.6M | Buy |
79,299
+466
| +0.6% | +$42.4K | 0.21% | 81 |
|
|
2019
Q2 | $6.96M | Hold |
78,833
| – | – | 0.2% | 87 |
|
|
2019
Q1 | $7.09M | Sell |
78,833
-774
| -1% | -$68.2K | 0.2% | 92 |
|
|
2018
Q4 | $6.87M | Sell |
79,607
-306
| -0.4% | -$26K | 0.2% | 81 |
|
|
2018
Q3 | $6.39M | Buy |
79,913
+65,506
| +455% | +$5.3M | 0.16% | 108 |
|
|
2018
Q2 | $1.14M | Hold |
14,407
| – | – | 0.05% | 58 |
|
|
2018
Q1 | $1.12M | Sell |
14,407
-299
| -2% | -$23.1K | 0.06% | 62 |
|
|
2017
Q4 | $1.24M | Sell |
14,706
-133
| -0.9% | -$11.6K | 0.06% | 58 |
|
|
2017
Q3 | $1.25M | Sell |
14,839
-974
| -6% | -$83.4K | 0.06% | 53 |
|
|
2017
Q2 | $1.32M | Hold |
15,813
| – | – | 0.07% | 61 |
|
|
2017
Q1 | $1.3M | Hold |
15,813
| – | – | 0.06% | 59 |
|
|
2016
Q4 | $1.23M | Buy |
15,813
+133
| +0.8% | +$10.2K | 0.06% | 62 |
|
|
2016
Q3 | $1.25M | Sell |
15,680
-25
| -0.2% | -$2.07K | 0.07% | 61 |
|
|
2016
Q2 | $1.35M | Hold |
15,705
| – | – | 0.08% | 53 |
|
|
2016
Q1 | $1.27M | Buy |
15,705
+1,666
| +12% | +$126K | 0.08% | 49 |
|
|
2015
Q4 | $1M | Hold |
14,039
| – | – | 0.08% | 61 |
|
|
2015
Q3 | $1.01M | Hold |
14,039
| – | – | 0.08% | 55 |
|
|
2015
Q2 | $992K | Hold |
14,039
| – | – | 0.07% | 66 |
|
|
2015
Q1 | $1.08M | Sell |
14,039
-16
| -0.1% | -$1.3K | 0.08% | 60 |
|
|
2014
Q4 | $1.17M | Sell |
14,055
-30
| -0.2% | -$2.42K | 0.08% | 65 |
|
|
2014
Q3 | $1.05M | Buy |
14,085
+269
| +2% | +$19.6K | 0.07% | 65 |
|
|
2014
Q2 | $1.02M | Hold |
13,816
| – | – | 0.07% | 68 |
|
|
2014
Q1 | $984K | Hold |
13,816
| – | – | 0.07% | 65 |
|
|
2013
Q4 | $954K | Sell |
13,816
-5,556
| -29% | -$389K | 0.06% | 74 |
|
|
2013
Q3 | $1.29M | Sell |
19,372
-524
| -3% | -$35.8K | 0.1% | 42 |
|
|
2013
Q2 | $1.34M | Buy |
+19,896
| New | +$1.41M | 0.11% | 39 |
|
Other funds holding DUK
Moody National Bank Trust Division's DUK Position: Q2 2026 in Review
Moody National Bank Trust Division reduced its Duke Energy (DUK) stake by 0.05% in Q2 2026, selling an estimated $378 and leaving 6,112 shares worth $774K. The position accounts for 0.06% of the portfolio, ranked #280.
Moody National Bank Trust Division first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.97M in Q2 2021. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Moody National Bank Trust Division held 6,112 shares of Duke Energy worth $774K as of Q2 2026.
- Moody National Bank Trust Division sold 3 Duke Energy shares in Q2 2026, an estimated $378.
- Duke Energy made up 0.06% of Moody National Bank Trust Division's portfolio in Q2 2026, its #280 holding.
- Moody National Bank Trust Division first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- Moody National Bank Trust Division's Duke Energy position peaked at $7.97M in Q2 2021.
- 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.