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Texas Bank & Trust’s Duke Energy DUK Stock Holding History

Texas Bank & 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 		$385K Buy
3,038
+40
+1% +$5.05K 0.13% 140
2026
Q1 		$393K Hold
2,998
– – 0.15% 127
2025
Q4 		$351K Sell
2,998
-10
-0.3% -$1.22K 0.13% 140
2025
Q3 		$372K Sell
3,008
-73
-2% -$8.86K 0.14% 132
2025
Q2 		$364K Hold
3,081
– – 0.14% 130
2025
Q1 		$376K Sell
3,081
-4
-0.1% -$456 0.16% 130
2024
Q4 		$332K Buy
+3,085
New +$349K 0.14% 138

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

Texas Bank & Trust's DUK Position: Q2 2026 in Review

Texas Bank & Trust increased its Duke Energy (DUK) stake by 1.3% in Q2 2026, buying an estimated $5.05K and bringing the position to 3,038 shares worth $385K. The position accounts for 0.13% of the portfolio, ranked #140.

Texas Bank & Trust first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $393K in Q1 2026. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Texas Bank & Trust held 3,038 shares of Duke Energy worth $385K as of Q2 2026.
  • Texas Bank & Trust bought 40 Duke Energy shares in Q2 2026, an estimated $5.05K.
  • Duke Energy made up 0.13% of Texas Bank & Trust's portfolio in Q2 2026, its #140 holding.
  • Texas Bank & Trust first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Texas Bank & Trust's Duke Energy position peaked at $393K in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.