FNC
DUK icon

First National Corp’s Duke Energy DUK Stock Holding History

First National 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
2025
Q3 		$1.12M Sell
9,111
-1,176
-11% -$143K 0.21% 78
2025
Q2 		$1.21M Sell
10,287
-414
-4% -$48.9K 0.24% 75
2025
Q1 		$1.31M Sell
10,701
-204
-2% -$23.3K 0.29% 69
2024
Q4 		$1.17M Sell
10,905
-64
-0.6% -$7.25K 0.27% 63
2024
Q3 		$1.26M Sell
10,969
-862
-7% -$95.9K 0.28% 64
2024
Q2 		$1.19M Buy
11,831
+20
+0.2% +$2K 0.28% 72
2024
Q1 		$1.15M Hold
11,811
– – 0.28% 69
2023
Q4 		$1.15M Sell
11,811
-572
-5% -$52K 0.28% 69
2023
Q3 		$1.09M Sell
12,383
-797
-6% -$73.1K 0.29% 67
2023
Q2 		$1.18M Sell
13,180
-615
-4% -$58K 0.28% 69
2023
Q1 		$1.33M Hold
13,795
– – 0.32% 65
2022
Q4 		$1.42M Buy
13,795
+131
+1% +$12.6K 0.35% 58
2022
Q3 		$1.27M Buy
13,664
+111
+0.8% +$11.9K 0.35% 63
2022
Q2 		$1.45M Buy
13,553
+1,786
+15% +$196K 0.38% 54
2022
Q1 		$1.31M Buy
11,767
+3,415
+41% +$355K 0.28% 68
2021
Q4 		$876K Sell
8,352
-637
-7% -$64.6K 0.2% 81
2021
Q3 		$877K Sell
8,989
-105
-1% -$10.9K 0.2% 77
2021
Q2 		$727K Buy
9,094
+310
+4% +$31.1K 0.25% 66
2021
Q1 		$848K Buy
8,784
+409
+5% +$37.3K 0.21% 70
2020
Q4 		$767K Sell
8,375
-349
-4% -$32.3K 0.21% 71
2020
Q3 		$1.39M Sell
8,724
-370
-4% -$30.5K 0.43% 50
2020
Q2 		$727K Sell
9,094
-479
-5% -$40.5K 0.25% 66
2020
Q1 		$1.87M Buy
9,573
+135
+1% +$12.4K 1.22% 20
2019
Q4 		$861K Buy
9,438
+110
+1% +$10.1K 0.32% 54
2019
Q3 		$894K Hold
9,328
– – 0.36% 51
2019
Q2 		$823K Sell
9,328
-537
-5% -$47.5K 0.34% 52
2019
Q1 		$888K Hold
9,865
– – 0.37% 53
2018
Q4 		$851K Buy
+9,865
New +$840K 0.39% 48

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First National Corp's DUK Position: Q3 2025 in Review

First National Corp reduced its Duke Energy (DUK) stake by 11% in Q3 2025, selling an estimated $143K and leaving 9,111 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #78.

First National Corp first reported a position in DUK in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.87M in Q1 2020. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • First National Corp held 9,111 shares of Duke Energy worth $1.12M as of Q3 2025.
  • First National Corp sold 1,176 Duke Energy shares in Q3 2025, an estimated $143K.
  • Duke Energy made up 0.21% of First National Corp's portfolio in Q3 2025, its #78 holding.
  • First National Corp first reported a position in Duke Energy in Q4 2018 and has held it in 28 quarters since.
  • First National Corp's Duke Energy position peaked at $1.87M in Q1 2020.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.