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Morton Community Bank’s Duke Energy DUK Stock Holding History

Morton Community 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
Q2 		$4.87M Buy
38,497
+615
+2% +$77.6K 0.99% 40
2026
Q1 		$4.96M Buy
37,882
+104
+0.3% +$13K 1.08% 39
2025
Q4 		$4.58M Buy
37,778
+991
+3% +$121K 0.99% 43
2025
Q3 		$4.57M Buy
36,787
+1,655
+5% +$201K 1.06% 34
2025
Q2 		$4.15M Buy
35,132
+950
+3% +$112K 1.03% 34
2025
Q1 		$4.17M Buy
34,182
+361
+1% +$41.1K 1.09% 32
2024
Q4 		$3.64M Buy
33,821
+574
+2% +$65K 0.96% 45
2024
Q3 		$3.83M Sell
33,247
-205
-0.6% -$22.8K 1% 42
2024
Q2 		$3.35M Buy
33,452
+1,361
+4% +$136K 0.95% 46
2024
Q1 		$3.1M Buy
32,091
+1,681
+6% +$159K 0.89% 51
2023
Q4 		$2.95M Buy
+30,410
New +$2.77M 0.96% 39

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Morton Community Bank's DUK Position: Q2 2026 in Review

Morton Community Bank increased its Duke Energy (DUK) stake by 1.6% in Q2 2026, buying an estimated $77.6K and bringing the position to 38,497 shares worth $4.87M. The position accounts for 0.99% of the portfolio, ranked #40.

Morton Community Bank first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.96M in Q1 2026. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Morton Community Bank held 38,497 shares of Duke Energy worth $4.87M as of Q2 2026.
  • Morton Community Bank bought 615 Duke Energy shares in Q2 2026, an estimated $77.6K.
  • Duke Energy made up 0.99% of Morton Community Bank's portfolio in Q2 2026, its #40 holding.
  • Morton Community Bank first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Duke Energy position peaked at $4.96M in Q1 2026.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.