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 Q2	$420K	Buy	3,321 +248	+8%	+$31.3K	0.03%	139
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Business Financial Services's DUK Position: Q2 2026 in Review

First Business Financial Services increased its Duke Energy (DUK) stake by 8.1% in Q2 2026, buying an estimated $31.3K and bringing the position to 3,321 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #139.

First Business Financial Services first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

First Business Financial Services held 3,321 shares of Duke Energy worth $420K as of Q2 2026.
First Business Financial Services bought 248 Duke Energy shares in Q2 2026, an estimated $31.3K.
Duke Energy made up 0.03% of First Business Financial Services's portfolio in Q2 2026, its #139 holding.
First Business Financial Services first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.