First Merchants Corp’s Duke Energy DUK Stock Holding History

First Merchants Corp’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	$450K	Sell	3,559 -570	-14%	-$71.9K	0.02%	268
2026 Q1	$541K	Sell	4,129 -3	-0.1%	-$375	0.02%	245
2025 Q4	$484K	Buy	4,132 +2,300	+126%	+$281K	0.02%	266
2025 Q3	$227K	Buy	+1,832	New	+$222K	0.01%	333
2025 Q1	–	Sell	-2,532	Closed	-$273K	–	383
2024 Q4	$273K	Buy	2,532 +25	+1%	+$2.83K	0.01%	348
2024 Q3	$289K	Buy	+2,507	New	+$279K	0.01%	342

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

First Merchants Corp's DUK Position: Q2 2026 in Review

First Merchants Corp reduced its Duke Energy (DUK) stake by 14% in Q2 2026, selling an estimated $71.9K and leaving 3,559 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #268.

First Merchants Corp first reported a position in DUK in Q3 2024 and has held it in 6 quarters since. The position peaked at $541K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

First Merchants Corp held 3,559 shares of Duke Energy worth $450K as of Q2 2026.
First Merchants Corp sold 570 Duke Energy shares in Q2 2026, an estimated $71.9K.
Duke Energy made up 0.02% of First Merchants Corp's portfolio in Q2 2026, its #268 holding.
First Merchants Corp first reported a position in Duke Energy in Q3 2024 and has held it in 6 quarters since.
First Merchants Corp's Duke Energy position peaked at $541K in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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