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Trust Company’s Duke Energy DUK Stock Holding History

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
Q3 		$133K Buy
1,169
+135
+13% +$16.5K 0.01% 221
2026
Q2 		$131K Buy
1,034
+288
+39% +$36.3K 0.01% 205
2026
Q1 		$97.7K Buy
746
+264
+55% +$33K 0.01% 226
2025
Q4 		$56.5K Buy
482
+382
+382% +$46.6K 0.01% 274
2025
Q3 		$12.4K Hold
100
– – ﹤0.01% 311
2025
Q2 		$11.8K Buy
+100
New +$11.8K ﹤0.01% 310
2020
Q4 		– Sell
-215
Closed -$19K – 298
2020
Q3 		$19K Hold
215
– – 0.02% 221
2020
Q2 		$17K Hold
215
– – 0.02% 214
2020
Q1 		$17K Hold
215
– – 0.02% 196
2019
Q4 		$20K Hold
215
– – 0.02% 208
2019
Q3 		$21K Hold
215
– – 0.02% 198
2019
Q2 		$19K Hold
215
– – 0.02% 208
2019
Q1 		$19K Hold
215
– – 0.01% 236
2018
Q4 		$19K Hold
215
– – 0.01% 214
2018
Q3 		$17K Hold
215
– – 0.01% 235
2018
Q2 		$17K Hold
215
– – 0.01% 244
2018
Q1 		$17K Hold
215
– – 0.01% 239
2017
Q4 		$18K Hold
215
– – 0.01% 242
2017
Q3 		$18K Sell
215
-130
-38% -$11.1K 0.01% 214
2017
Q2 		$29K Hold
345
– – 0.01% 191
2017
Q1 		$28K Buy
345
+215
+165% +$17.1K 0.01% 210
2016
Q4 		$10K Hold
130
– – 0.01% 290
2016
Q3 		$10K Hold
130
– – ﹤0.01% 297
2016
Q2 		$11K Buy
+130
New +$10.4K ﹤0.01% 277
2015
Q4 		– Sell
-176
Closed -$13K – 351
2015
Q3 		$13K Buy
+176
New +$12.7K 0.01% 277

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Trust Company's DUK Position: Q3 2026 in Review

Trust Company increased its Duke Energy (DUK) stake by 13% in Q3 2026, buying an estimated $16.5K and bringing the position to 1,169 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #221.

Trust Company first reported a position in DUK in Q3 2015 and has held it in 25 quarters since. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Trust Company held 1,169 shares of Duke Energy worth $133K as of Q3 2026.
  • Trust Company bought 135 Duke Energy shares in Q3 2026, an estimated $16.5K.
  • Duke Energy made up 0.01% of Trust Company's portfolio in Q3 2026, its #221 holding.
  • Trust Company first reported a position in Duke Energy in Q3 2015 and has held it in 25 quarters since.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.