First Pacific Financial
DUK icon

First Pacific Financial’s Duke Energy DUK Stock Holding History

First Pacific Financial’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 		$71K Sell
622
-18
-3% -$2.2K 0.01% 252
2026
Q2 		$81K Sell
640
-154
-19% -$19.4K 0.01% 221
2026
Q1 		$104K Sell
794
-371
-32% -$46.4K 0.01% 194
2025
Q4 		$137K Buy
1,165
+8
+0.7% +$977 0.02% 181
2025
Q3 		$143K Buy
1,157
+8
+0.7% +$971 0.02% 182
2025
Q2 		$136K Buy
1,149
+915
+391% +$108K 0.02% 187
2025
Q1 		$28.5K Hold
234
– – 0.01% 220
2024
Q4 		$25.2K Hold
234
– – 0.01% 235
2024
Q3 		$27K Hold
234
– – 0.01% 228
2024
Q2 		$23.5K Sell
234
-35
-13% -$3.5K 0.01% 210
2024
Q1 		$26K Buy
269
+35
+15% +$3.32K 0.01% 216
2023
Q4 		$22.7K Hold
234
– – 0.01% 216
2023
Q3 		$20.7K Hold
234
– – 0.01% 198
2023
Q2 		$21K Buy
+234
New +$22.1K 0.01% 178

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

First Pacific Financial reduced its Duke Energy (DUK) stake by 2.8% in Q3 2026, selling an estimated $2.2K and leaving 622 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #252.

First Pacific Financial first reported a position in DUK in Q2 2023 and has held it in 14 quarters since. The position peaked at $143K in Q3 2025. 2,031 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • First Pacific Financial held 622 shares of Duke Energy worth $71K as of Q3 2026.
  • First Pacific Financial sold 18 Duke Energy shares in Q3 2026, an estimated $2.2K.
  • Duke Energy made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #252 holding.
  • First Pacific Financial first reported a position in Duke Energy in Q2 2023 and has held it in 14 quarters since.
  • First Pacific Financial's Duke Energy position peaked at $143K in Q3 2025.
  • 2,031 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.