Trust Point Inc’s Duke Energy DUK Stock Holding History

Trust Point Inc’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	$676K	Sell	5,927 -11	-0.2%	-$1.35K	0.05%	198
2026 Q2	$752K	Sell	5,938 -413	-7%	-$52.1K	0.06%	156
2026 Q1	$832K	Buy	6,351 +1,718	+37%	+$215K	0.07%	150
2025 Q4	$543K	Sell	4,633 -74	-2%	-$9.04K	0.04%	212
2025 Q3	$582K	Sell	4,707 -75	-2%	-$9.1K	0.05%	196
2025 Q2	$564K	Buy	4,782 +12	+0.3%	+$1.42K	0.05%	174
2025 Q1	$582K	Sell	4,770 -2,450	-34%	-$279K	0.05%	194
2024 Q4	$778K	Buy	7,220 +105	+1%	+$11.9K	0.05%	200
2024 Q3	$820K	Sell	7,115 -368	-5%	-$41K	0.06%	193
2024 Q2	$750K	Sell	7,483 -539	-7%	-$53.9K	0.06%	194
2024 Q1	$776K	Sell	8,022 -5,094	-39%	-$483K	0.06%	201
2023 Q4	$1.27M	Buy	+13,116	New	+$1.19M	0.11%	106

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Trust Point Inc's DUK Position: Q3 2026 in Review

Trust Point Inc reduced its Duke Energy (DUK) stake by 0.19% in Q3 2026, selling an estimated $1.35K and leaving 5,927 shares worth $676K. The position accounts for 0.05% of the portfolio, ranked #198.

Trust Point Inc first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2023. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Trust Point Inc held 5,927 shares of Duke Energy worth $676K as of Q3 2026.
Trust Point Inc sold 11 Duke Energy shares in Q3 2026, an estimated $1.35K.
Duke Energy made up 0.05% of Trust Point Inc's portfolio in Q3 2026, its #198 holding.
Trust Point Inc first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
Trust Point Inc's Duke Energy position peaked at $1.27M in Q4 2023.
1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.