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Tower Trust & Investment Company’s Duke Energy DUK Stock Holding History

Tower Trust & Investment 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 		$104K Hold
819
– – 0.06% 109
2026
Q1 		$107K Hold
819
– – 0.07% 107
2025
Q4 		$96K Buy
819
+612
+296% +$74.7K 0.06% 108
2025
Q3 		$25.6K Hold
207
– – 0.02% 136
2025
Q2 		$24.4K Hold
207
– – 0.02% 137
2025
Q1 		$25.3K Buy
+207
New +$23.6K 0.02% 133

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
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
MF
Milford Funds Auckland $6.14B AUM

Tower Trust & Investment Company's DUK Position: Q2 2026 in Review

Tower Trust & Investment Company held its Duke Energy (DUK) position steady in Q2 2026 at 819 shares worth $104K. The position accounts for 0.06% of the portfolio, ranked #109.

Tower Trust & Investment Company first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $107K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Tower Trust & Investment Company held 819 shares of Duke Energy worth $104K as of Q2 2026.
  • Tower Trust & Investment Company left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.06% of Tower Trust & Investment Company's portfolio in Q2 2026, its #109 holding.
  • Tower Trust & Investment Company first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Tower Trust & Investment Company's Duke Energy position peaked at $107K in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.