First Western Trust Bank’s Duke Energy DUK Stock Holding History

First Western Trust Bank’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 Q1	$477K	Buy	3,641 +862	+31%	+$108K	0.02%	130
2025 Q4	$326K	Sell	2,779 -858	-24%	-$105K	0.02%	158
2025 Q3	$450K	Sell	3,637 -14	-0.4%	-$1.7K	0.02%	129
2025 Q2	$431K	Hold	3,651	–	–	0.02%	127
2025 Q1	$445K	Hold	3,651	–	–	0.02%	123
2024 Q4	$393K	Hold	3,651	–	–	0.02%	136
2024 Q3	$421K	Hold	3,651	–	–	0.02%	138
2024 Q2	$366K	Hold	3,651	–	–	0.02%	137
2024 Q1	$353K	Buy	3,651 +58	+2%	+$5.5K	0.02%	150
2023 Q4	$349K	Buy	3,593 +849	+31%	+$77.2K	0.02%	153
2023 Q3	$242K	Sell	2,744 -401	-13%	-$36.8K	0.01%	157
2023 Q2	$282K	Buy	3,145 +15	+0.5%	+$1.42K	0.01%	157
2023 Q1	$302K	Buy	3,130 +1	+0%	+$99	0.02%	156
2022 Q4	$322K	Sell	3,129 -34	-1%	-$3.26K	0.02%	150
2022 Q3	$294K	Buy	3,163 +1	+0%	+$107	0.02%	138
2022 Q2	$335K	Hold	3,162	–	–	0.02%	133
2022 Q1	$352K	Buy	+3,162	New	+$328K	0.02%	143

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Western Trust Bank's DUK Position: Q1 2026 in Review

First Western Trust Bank increased its Duke Energy (DUK) stake by 31% in Q1 2026, buying an estimated $108K and bringing the position to 3,641 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #130.

First Western Trust Bank first reported a position in DUK in Q1 2022 and has held it in 17 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

First Western Trust Bank held 3,641 shares of Duke Energy worth $477K as of Q1 2026.
First Western Trust Bank bought 862 Duke Energy shares in Q1 2026, an estimated $108K.
Duke Energy made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #130 holding.
First Western Trust Bank first reported a position in Duke Energy in Q1 2022 and has held it in 17 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.