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First Financial Group’s Duke Energy DUK Stock Holding History

First Financial Group’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 		$485K Buy
3,832
+3
+0.1% +$378 0.35% 50
2026
Q1 		$501K Sell
3,829
-1,600
-29% -$200K 0.41% 40
2025
Q4 		$636K Buy
5,429
+50
+0.9% +$6.11K 0.54% 36
2025
Q3 		$666K Sell
5,379
-210
-4% -$25.5K 0.58% 35
2025
Q2 		$660K Buy
5,589
+2
+0% +$236 0.64% 31
2025
Q1 		$682K Buy
5,587
+248
+5% +$28.3K 0.77% 27
2024
Q4 		$575K Buy
+5,339
New +$605K 0.64% 29

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

First Financial Group's DUK Position: Q2 2026 in Review

First Financial Group increased its Duke Energy (DUK) stake by 0.08% in Q2 2026, buying an estimated $378 and bringing the position to 3,832 shares worth $485K. The position accounts for 0.35% of the portfolio, ranked #50.

First Financial Group first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q1 2025. 978 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • First Financial Group held 3,832 shares of Duke Energy worth $485K as of Q2 2026.
  • First Financial Group bought 3 Duke Energy shares in Q2 2026, an estimated $378.
  • Duke Energy made up 0.35% of First Financial Group's portfolio in Q2 2026, its #50 holding.
  • First Financial Group first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • First Financial Group's Duke Energy position peaked at $682K in Q1 2025.
  • 978 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.