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 Q2	$468K	Buy	3,701 +60	+2%	+$7.57K	0.02%	144
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Western Trust Bank's DUK Position: Q2 2026 in Review

First Western Trust Bank increased its Duke Energy (DUK) stake by 1.6% in Q2 2026, buying an estimated $7.57K and bringing the position to 3,701 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #144.

First Western Trust Bank first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. The position peaked at $477K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

First Western Trust Bank held 3,701 shares of Duke Energy worth $468K as of Q2 2026.
First Western Trust Bank bought 60 Duke Energy shares in Q2 2026, an estimated $7.57K.
Duke Energy made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #144 holding.
First Western Trust Bank first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Duke Energy position peaked at $477K in Q1 2026.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.