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 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

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 Pacific Financial's DUK Position: Q2 2026 in Review

First Pacific Financial reduced its Duke Energy (DUK) stake by 19% in Q2 2026, selling an estimated $19.4K and leaving 640 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #221.

First Pacific Financial first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. The position peaked at $143K in Q3 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

First Pacific Financial held 640 shares of Duke Energy worth $81K as of Q2 2026.
First Pacific Financial sold 154 Duke Energy shares in Q2 2026, an estimated $19.4K.
Duke Energy made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #221 holding.
First Pacific Financial first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
First Pacific Financial's Duke Energy position peaked at $143K in Q3 2025.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.