WhitTier Trust Company’s Duke Energy DUK Stock Holding History

WhitTier 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 Q1	$990K	Buy	7,535 +33	+0.4%	+$4.13K	0.02%	297
2025 Q4	$883K	Buy	7,502 +1,636	+28%	+$200K	0.02%	301
2025 Q3	$725K	Hold	5,866	–	–	0.02%	317
2025 Q2	$692K	Hold	5,866	–	–	0.02%	356
2025 Q1	$715K	Buy	5,866 +39	+0.7%	+$4.45K	0.02%	332
2024 Q4	$628K	Buy	5,827 +1,082	+23%	+$123K	0.02%	338
2024 Q3	$547K	Hold	4,745	–	–	0.01%	347
2024 Q2	$476K	Sell	4,745 -1,045	-18%	-$105K	0.01%	351
2024 Q1	$560K	Sell	5,790 -380	-6%	-$36K	0.02%	329
2023 Q4	$599K	Sell	6,170 -374	-6%	-$34K	0.02%	324
2023 Q3	$578K	Sell	6,544 -102	-2%	-$9.35K	0.02%	322
2023 Q2	$596K	Buy	6,646 +1,905	+40%	+$180K	0.02%	323
2023 Q1	$457K	Sell	4,741 -56	-1%	-$5.53K	0.02%	348
2022 Q4	$494K	Sell	4,797 -6	-0.1%	-$576	0.02%	340
2022 Q3	$447K	Hold	4,803	–	–	0.02%	347
2022 Q2	$515K	Buy	4,803 +9	+0.2%	+$990	0.02%	333
2022 Q1	$535K	Sell	4,794 -166	-3%	-$17.2K	0.02%	342
2021 Q4	$521K	Hold	4,960	–	–	0.02%	337
2021 Q3	$484K	Sell	4,960 -75	-1%	-$7.76K	0.02%	343
2021 Q2	$497K	Hold	5,035	–	–	0.02%	337
2021 Q1	$486K	Buy	5,035 +600	+14%	+$54.8K	0.02%	332
2020 Q4	$407K	Hold	4,435	–	–	0.02%	341
2020 Q3	$393K	Hold	4,435	–	–	0.02%	324
2020 Q2	$354K	Hold	4,435	–	–	0.02%	328
2020 Q1	$359K	Buy	4,435 +384	+9%	+$35.3K	0.03%	306
2019 Q4	$370K	Buy	4,051 +469	+13%	+$43K	0.02%	333
2019 Q3	$344K	Sell	3,582 -290	-7%	-$26.4K	0.02%	340
2019 Q2	$342K	Sell	3,872 -275	-7%	-$24.3K	0.02%	337
2019 Q1	$373K	Sell	4,147 -300	-7%	-$26.5K	0.03%	312
2018 Q4	$384K	Hold	4,447	–	–	0.03%	299
2018 Q3	$356K	Hold	4,447	–	–	0.03%	308
2018 Q2	$352K	Sell	4,447 -130	-3%	-$10K	0.03%	302
2018 Q1	$355K	Sell	4,577 -463	-9%	-$35.8K	0.03%	301
2017 Q4	$424K	Hold	5,040	–	–	0.04%	271
2017 Q3	$423K	Hold	5,040	–	–	0.04%	275
2017 Q2	$421K	Sell	5,040 -431	-8%	-$36.2K	0.04%	268
2017 Q1	$449K	Buy	5,471 +295	+6%	+$23.4K	0.04%	259
2016 Q4	$402K	Sell	5,176 -645	-11%	-$49.4K	0.04%	258
2016 Q3	$466K	Sell	5,821 -33	-0.6%	-$2.73K	0.05%	238
2016 Q2	$502K	Sell	5,854 -333	-5%	-$26.6K	0.06%	238
2016 Q1	$499K	Sell	6,187 -666	-10%	-$50.4K	0.06%	239
2015 Q4	$490K	Sell	6,853 -66	-1%	-$4.64K	0.06%	239
2015 Q3	$498K	Sell	6,919 -1,100	-14%	-$79.6K	0.06%	240
2015 Q2	$566K	Sell	8,019 -3,138	-28%	-$237K	0.06%	238
2015 Q1	$857K	Sell	11,157 -552	-5%	-$44.8K	0.1%	205
2014 Q4	$978K	Hold	11,709	–	–	0.11%	188
2014 Q3	$875K	Hold	11,709	–	–	0.1%	188
2014 Q2	$869K	Sell	11,709 -1,874	-14%	-$135K	0.1%	194
2014 Q1	$967K	Buy	13,583 +848	+7%	+$59.1K	0.11%	175
2013 Q4	$879K	Sell	12,735 -319	-2%	-$22.3K	0.11%	180
2013 Q3	$872K	Sell	13,054 -550	-4%	-$37.5K	0.12%	165
2013 Q2	$918K	Buy	+13,604	New	+$962K	0.13%	148

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WhitTier Trust Company's DUK Position: Q1 2026 in Review

WhitTier Trust Company increased its Duke Energy (DUK) stake by 0.44% in Q1 2026, buying an estimated $4.13K and bringing the position to 7,535 shares worth $990K. The position accounts for 0.02% of the portfolio, ranked #297.

WhitTier Trust Company first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

WhitTier Trust Company held 7,535 shares of Duke Energy worth $990K as of Q1 2026.
WhitTier Trust Company bought 33 Duke Energy shares in Q1 2026, an estimated $4.13K.
Duke Energy made up 0.02% of WhitTier Trust Company's portfolio in Q1 2026, its #297 holding.
WhitTier Trust Company first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.