Farmers & Merchants Trust Company’s Duke Energy DUK Stock Holding History

Farmers & Merchants 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
2025 Q4	–	Sell	-2,632	Closed	-$326K	–	200
2025 Q3	$326K	Sell	2,632 -131	-5%	-$15.9K	0.07%	152
2025 Q2	$326K	Buy	+2,763	New	+$326K	0.07%	162
2023 Q3	–	Sell	-2,368	Closed	-$213K	–	175
2023 Q2	$213K	Hold	2,368	–	–	0.06%	169
2023 Q1	$228K	Sell	2,368 -100	-4%	-$9.88K	0.06%	155
2022 Q4	$254K	Hold	2,468	–	–	0.07%	138
2022 Q3	$230K	Buy	2,468 +163	+7%	+$17.5K	0.07%	136
2022 Q2	$247K	Hold	2,305	–	–	0.08%	130
2022 Q1	$257K	Hold	2,305	–	–	0.07%	144
2021 Q4	$242K	Hold	2,305	–	–	0.06%	163
2021 Q3	$225K	Buy	+2,305	New	+$239K	0.06%	158
2021 Q2	–	Sell	-2,537	Closed	-$245K	–	180
2021 Q1	$245K	Buy	+2,537	New	+$232K	0.08%	129

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Farmers & Merchants Trust Company's DUK Position: Q4 2025 in Review

Farmers & Merchants Trust Company sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 2,632 shares — an estimated $326K sold.

Farmers & Merchants Trust Company first reported a position in DUK in Q1 2021 and held it in 11 quarters. The position peaked at $326K in Q2 2025. 2,401 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Farmers & Merchants Trust Company reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
Farmers & Merchants Trust Company sold 2,632 Duke Energy shares in Q4 2025, an estimated $326K.
Farmers & Merchants Trust Company first reported a position in Duke Energy in Q1 2021 and held it in 11 quarters.
Farmers & Merchants Trust Company's Duke Energy position peaked at $326K in Q2 2025.
2,401 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Farmers & Merchants Trust Company's 13F filing for Q4 2025, filed 29 Jan 2026.