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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
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 $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

Morton Community Bank's DUK Position: Q1 2026 in Review

Morton Community Bank increased its Duke Energy (DUK) stake by 0.28% in Q1 2026, buying an estimated $13K and bringing the position to 37,882 shares worth $4.96M. The position accounts for 1.08% of the portfolio, ranked #39.

Morton Community Bank first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Morton Community Bank held 37,882 shares of Duke Energy worth $4.96M as of Q1 2026.
  • Morton Community Bank bought 104 Duke Energy shares in Q1 2026, an estimated $13K.
  • Duke Energy made up 1.08% of Morton Community Bank's portfolio in Q1 2026, its #39 holding.
  • Morton Community Bank first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.