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New Hampshire Trust’s Duke Energy DUK Stock Holding History

New Hampshire 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 		$311K Buy
2,454
+105
+4% +$13.2K 0.06% 143
2026
Q1 		$308K Buy
2,349
+121
+5% +$15.1K 0.06% 136
2025
Q4 		$261K Sell
2,228
-669
-23% -$81.7K 0.05% 153
2025
Q3 		$359K Sell
2,897
-229
-7% -$27.8K 0.07% 141
2025
Q2 		$369K Buy
3,126
+102
+3% +$12K 0.08% 136
2025
Q1 		$369K Sell
3,024
-919
-23% -$105K 0.08% 134
2024
Q4 		$425K Buy
3,943
+484
+14% +$54.8K 0.09% 122
2024
Q3 		$399K Buy
3,459
+500
+17% +$55.6K 0.09% 132
2024
Q2 		$297K Sell
2,959
-84
-3% -$8.4K 0.07% 149
2024
Q1 		$294K Buy
3,043
+134
+5% +$12.7K 0.07% 144
2023
Q4 		$282K Sell
2,909
-105
-3% -$9.55K 0.07% 144
2023
Q3 		$266K Sell
3,014
-77
-2% -$7.06K 0.07% 141
2023
Q2 		$277K Buy
3,091
+13
+0.4% +$1.23K 0.07% 139
2023
Q1 		$297K Sell
3,078
-59
-2% -$5.83K 0.08% 131
2022
Q4 		$323K Buy
+3,137
New +$301K 0.09% 131

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

New Hampshire Trust's DUK Position: Q2 2026 in Review

New Hampshire Trust increased its Duke Energy (DUK) stake by 4.5% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,454 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #143.

New Hampshire Trust first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $425K in Q4 2024. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • New Hampshire Trust held 2,454 shares of Duke Energy worth $311K as of Q2 2026.
  • New Hampshire Trust bought 105 Duke Energy shares in Q2 2026, an estimated $13.2K.
  • Duke Energy made up 0.06% of New Hampshire Trust's portfolio in Q2 2026, its #143 holding.
  • New Hampshire Trust first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • New Hampshire Trust's Duke Energy position peaked at $425K in Q4 2024.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.