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First Business Financial Services’s Duke Energy DUK Stock Holding History

First Business Financial Services’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 		$402K Hold
3,073
– – 0.04% 131
2025
Q4 		$360K Sell
3,073
-175
-5% -$21.4K 0.03% 135
2025
Q3 		$402K Sell
3,248
-90
-3% -$10.9K 0.04% 135
2025
Q2 		$394K Buy
3,338
+22
+0.7% +$2.6K 0.04% 139
2025
Q1 		$404K Sell
3,316
-250
-7% -$28.5K 0.04% 127
2024
Q4 		$384K Buy
+3,566
New +$404K 0.04% 126

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Business Financial Services's DUK Position: Q1 2026 in Review

First Business Financial Services held its Duke Energy (DUK) position steady in Q1 2026 at 3,073 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #131.

First Business Financial Services first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • First Business Financial Services held 3,073 shares of Duke Energy worth $402K as of Q1 2026.
  • First Business Financial Services left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.04% of First Business Financial Services's portfolio in Q1 2026, its #131 holding.
  • First Business Financial Services first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • First Business Financial Services's Duke Energy position peaked at $404K in Q1 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.