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 Q3	$432K	Sell	3,786 -46	-1%	-$5.64K	0.33%	49
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

First Financial Group's DUK Position: Q3 2026 in Review

First Financial Group reduced its Duke Energy (DUK) stake by 1.2% in Q3 2026, selling an estimated $5.64K and leaving 3,786 shares worth $432K. The position accounts for 0.33% of the portfolio, ranked #49.

First Financial Group first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $682K in Q1 2025. 1,025 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

First Financial Group held 3,786 shares of Duke Energy worth $432K as of Q3 2026.
First Financial Group sold 46 Duke Energy shares in Q3 2026, an estimated $5.64K.
Duke Energy made up 0.33% of First Financial Group's portfolio in Q3 2026, its #49 holding.
First Financial Group first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
First Financial Group's Duke Energy position peaked at $682K in Q1 2025.
1,025 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.