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Texas Capital Bank Wealth Management Services’s Duke Energy DUK Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$1.16M Sell
8,830
-858
-9% -$107K 0.07% 125
2025
Q4 		$1.14M Buy
9,688
+5,640
+139% +$689K 0.07% 126
2025
Q3 		$501K Buy
4,048
+373
+10% +$45.3K 0.04% 143
2025
Q2 		$434K Buy
3,675
+128
+4% +$15.1K 0.04% 148
2025
Q1 		$433K Buy
+3,547
New +$404K 0.04% 136

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 $315B AUM 27.84% 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

Texas Capital Bank Wealth Management Services's DUK Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Duke Energy (DUK) stake by 8.9% in Q1 2026, selling an estimated $107K and leaving 8,830 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #125.

Texas Capital Bank Wealth Management Services first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,470 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 8,830 shares of Duke Energy worth $1.16M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 858 Duke Energy shares in Q1 2026, an estimated $107K.
  • Duke Energy made up 0.07% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #125 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,470 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.