First United Bank & Trust’s Duke Energy DUK Stock Holding History

First United Bank & Trust’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	$301K	Buy	2,375 +48	+2%	+$6.05K	0.09%	136
2026 Q1	$305K	Hold	2,327	–	–	0.1%	123
2025 Q4	$273K	Hold	2,327	–	–	0.09%	132
2025 Q3	$288K	Hold	2,327	–	–	0.09%	135
2025 Q2	$275K	Buy	2,327 +710	+44%	+$83.8K	0.1%	130
2025 Q1	$197K	Hold	1,617	–	–	0.07%	146
2024 Q4	$174K	Sell	1,617 -31	-2%	-$3.51K	0.06%	151
2024 Q3	$190K	Sell	1,648 -20	-1%	-$2.23K	0.07%	151
2024 Q2	$167K	Sell	1,668 -50	-3%	-$5K	0.06%	155
2024 Q1	$166K	Hold	1,718	–	–	0.06%	160
2023 Q4	$167K	Buy	+1,718	New	+$156K	0.07%	159
2022 Q1	–	Sell	-2,006	Closed	-$210K	–	164
2021 Q4	$210K	Buy	+2,006	New	+$203K	0.08%	161
2021 Q3	–	Sell	-2,043	Closed	-$202K	–	164
2021 Q2	$202K	Buy	+2,043	New	+$205K	0.08%	159

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 United Bank & Trust's DUK Position: Q2 2026 in Review

First United Bank & Trust increased its Duke Energy (DUK) stake by 2.1% in Q2 2026, buying an estimated $6.05K and bringing the position to 2,375 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #136.

First United Bank & Trust first reported a position in DUK in Q2 2021 and has held it in 13 quarters since. The position peaked at $305K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

First United Bank & Trust held 2,375 shares of Duke Energy worth $301K as of Q2 2026.
First United Bank & Trust bought 48 Duke Energy shares in Q2 2026, an estimated $6.05K.
Duke Energy made up 0.09% of First United Bank & Trust's portfolio in Q2 2026, its #136 holding.
First United Bank & Trust first reported a position in Duke Energy in Q2 2021 and has held it in 13 quarters since.
First United Bank & Trust's Duke Energy position peaked at $305K in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.