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First Citizens Bank & Trust’s Duke Energy DUK Stock Holding History

First Citizens Bank & Trust’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 		$21.7M Sell
171,548
-12,399
-7% -$1.56M 0.32% 44
2026
Q1 		$24.1M Buy
183,947
+85,785
+87% +$10.7M 0.51% 33
2025
Q4 		$11.5M Buy
98,162
+1,588
+2% +$194K 0.24% 77
2025
Q3 		$12M Sell
96,574
-3,013
-3% -$366K 0.26% 73
2025
Q2 		$11.8M Buy
99,587
+11,205
+13% +$1.32M 0.21% 67
2025
Q1 		$10.8M Buy
88,382
+7,049
+9% +$804K 0.27% 60
2024
Q4 		$8.76M Sell
81,333
-8,822
-10% -$999K 0.16% 68
2024
Q3 		$10.4M Buy
90,155
+6,309
+8% +$702K 0.23% 67
2024
Q2 		$8.4M Buy
83,846
+4,666
+6% +$467K 0.16% 74
2024
Q1 		$7.66M Buy
79,180
+4,752
+6% +$451K 0.15% 79
2023
Q4 		$7.22M Sell
74,428
-5,347
-7% -$486K 0.13% 70
2023
Q3 		$7.04M Sell
79,775
-5,987
-7% -$549K 0.14% 64
2023
Q2 		$7.7M Buy
85,762
+9,380
+12% +$885K 0.14% 69
2023
Q1 		$7.37M Buy
76,382
+8,668
+13% +$856K 0.15% 57
2022
Q4 		$6.97M Sell
67,714
-2
-0% -$192 0.21% 44
2022
Q3 		$6.3M Sell
67,716
-4,351
-6% -$467K 0.21% 47
2022
Q2 		$7.73M Buy
72,067
+2,717
+4% +$299K 0.27% 37
2022
Q1 		$7.74M Sell
69,350
-2,581
-4% -$268K 0.3% 45
2021
Q4 		$7.55M Sell
71,931
-2,276
-3% -$231K 0.3% 42
2021
Q3 		$7.24M Buy
74,207
+3,811
+5% +$395K 0.35% 38
2021
Q2 		$6.95M Sell
70,396
-3,659
-5% -$368K 0.33% 41
2021
Q1 		$7.15M Buy
74,055
+2,455
+3% +$224K 0.34% 39
2020
Q4 		$6.56M Sell
71,600
-6,655
-9% -$616K 0.33% 41
2020
Q3 		$6.93M Sell
78,255
-2,140
-3% -$176K 0.49% 39
2020
Q2 		$6.42M Buy
80,395
+10,462
+15% +$884K 0.54% 42
2020
Q1 		$5.66M Buy
69,933
+4,301
+7% +$395K 0.68% 39
2019
Q4 		$5.99M Buy
65,632
+638
+1% +$58.5K 0.58% 44
2019
Q3 		$6.23M Sell
64,994
-421
-0.6% -$38.3K 0.75% 31
2019
Q2 		$5.77M Buy
65,415
+1,085
+2% +$95.9K 0.63% 34
2019
Q1 		$5.79M Buy
64,330
+24,901
+63% +$2.2M 0.65% 35
2018
Q4 		$3.4M Buy
39,429
+1,434
+4% +$122K 0.41% 64
2018
Q3 		$3.04M Sell
37,995
-1,680
-4% -$136K 0.34% 73
2018
Q2 		$3.14M Buy
39,675
+11,273
+40% +$867K 0.39% 73
2018
Q1 		$2.2M Sell
28,402
-3,869
-12% -$299K 0.3% 95
2017
Q4 		$2.71M Sell
32,271
-1,775
-5% -$155K 0.36% 81
2017
Q3 		$2.86M Buy
34,046
+15,799
+87% +$1.35M 0.37% 80
2017
Q2 		$1.52M Buy
18,247
+8,046
+79% +$676K 0.2% 136
2017
Q1 		$837K Sell
10,201
-1,791
-15% -$142K 0.1% 193
2016
Q4 		$931K Buy
11,992
+1,474
+14% +$113K 0.1% 160
2016
Q3 		$842K Sell
10,518
-1,161
-10% -$96.2K 0.08% 178
2016
Q2 		$1M Buy
11,679
+124
+1% +$9.91K 0.09% 168
2016
Q1 		$933K Sell
11,555
-238
-2% -$18K 0.08% 159
2015
Q4 		$842K Sell
11,793
-38,718
-77% -$2.72M 0.06% 231
2015
Q3 		$3.63M Buy
50,511
+1,889
+4% +$137K 0.27% 95
2015
Q2 		$3.43M Buy
48,622
+35,241
+263% +$2.66M 0.24% 104
2015
Q1 		$1.03M Buy
13,381
+4,696
+54% +$381K 0.07% 200
2014
Q4 		$726K Buy
8,685
+659
+8% +$53.1K 0.06% 219
2014
Q3 		$600K Buy
8,026
+186
+2% +$13.6K 0.05% 229
2014
Q2 		$582K Buy
7,840
+2,420
+45% +$174K 0.05% 225
2014
Q1 		$386K Sell
5,420
-386
-7% -$26.9K 0.03% 249
2013
Q4 		$401K Sell
5,806
-66,156
-92% -$4.63M 0.04% 243
2013
Q3 		$4.81M Buy
71,962
+827
+1% +$56.4K 0.18% 139
2013
Q2 		$4.8M Buy
+71,135
New +$5.03M 0.2% 124

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Citizens Bank & Trust's DUK Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Duke Energy (DUK) stake by 6.7% in Q2 2026, selling an estimated $1.56M and leaving 171,548 shares worth $21.7M. The position accounts for 0.32% of the portfolio, ranked #44.

First Citizens Bank & Trust first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.1M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • First Citizens Bank & Trust held 171,548 shares of Duke Energy worth $21.7M as of Q2 2026.
  • First Citizens Bank & Trust sold 12,399 Duke Energy shares in Q2 2026, an estimated $1.56M.
  • Duke Energy made up 0.32% of First Citizens Bank & Trust's portfolio in Q2 2026, its #44 holding.
  • First Citizens Bank & Trust first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • First Citizens Bank & Trust's Duke Energy position peaked at $24.1M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.