Zions Bancorporation, National Association’s Duke Energy DUK Stock Holding History

Zions Bancorporation, National Association’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	$5.38M	Sell	42,530 -349	-0.8%	-$44K	0.32%	51
2026 Q1	$5.61M	Sell	42,879 -7,409	-15%	-$926K	0.36%	46
2025 Q4	$5.89M	Sell	50,288 -960	-2%	-$117K	0.27%	59
2025 Q3	$6.34M	Sell	51,248 -13,118	-20%	-$1.59M	0.31%	53
2025 Q2	$7.6M	Sell	64,366 -280	-0.4%	-$33K	0.41%	45
2025 Q1	$7.88M	Buy	+64,646	New	+$7.37M	0.5%	35

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Zions Bancorporation, National Association's DUK Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Duke Energy (DUK) stake by 0.81% in Q2 2026, selling an estimated $44K and leaving 42,530 shares worth $5.38M. The position accounts for 0.32% of the portfolio, ranked #51.

Zions Bancorporation, National Association first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.88M in Q1 2025. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Zions Bancorporation, National Association held 42,530 shares of Duke Energy worth $5.38M as of Q2 2026.
Zions Bancorporation, National Association sold 349 Duke Energy shares in Q2 2026, an estimated $44K.
Duke Energy made up 0.32% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #51 holding.
Zions Bancorporation, National Association first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Duke Energy position peaked at $7.88M in Q1 2025.
1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.