Sanibel Captiva Trust Company’s Duke Energy DUK Stock Holding History

Sanibel Captiva Trust Company’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	$9.71M	Buy	76,697 +679	+0.9%	+$85.7K	0.24%	96
2026 Q1	$9.95M	Sell	76,018 -726	-0.9%	-$90.8K	0.28%	88
2025 Q4	$9M	Buy	76,744 +1,742	+2%	+$213K	0.25%	90
2025 Q3	$9.28M	Buy	75,002 +1,054	+1%	+$128K	0.26%	85
2025 Q2	$8.73M	Sell	73,948 -45	-0.1%	-$5.31K	0.27%	87
2025 Q1	$9.02M	Sell	73,993 -1,573	-2%	-$179K	0.29%	85
2024 Q4	$8.14M	Sell	75,566 -2,516	-3%	-$285K	0.26%	91
2024 Q3	$9M	Sell	78,082 -3,839	-5%	-$427K	0.29%	84
2024 Q2	$8.21M	Sell	81,921 -2,810	-3%	-$281K	0.28%	85
2024 Q1	$8.19M	Sell	84,731 -7,055	-8%	-$669K	0.28%	88
2023 Q4	$8.91M	Buy	+91,786	New	+$8.35M	0.33%	78

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Sanibel Captiva Trust Company's DUK Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Duke Energy (DUK) stake by 0.89% in Q2 2026, buying an estimated $85.7K and bringing the position to 76,697 shares worth $9.71M. The position accounts for 0.24% of the portfolio, ranked #96.

Sanibel Captiva Trust Company first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.95M in Q1 2026. 1,122 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Sanibel Captiva Trust Company held 76,697 shares of Duke Energy worth $9.71M as of Q2 2026.
Sanibel Captiva Trust Company bought 679 Duke Energy shares in Q2 2026, an estimated $85.7K.
Duke Energy made up 0.24% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #96 holding.
Sanibel Captiva Trust Company first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Duke Energy position peaked at $9.95M in Q1 2026.
1,122 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.