Peoples Financial Services Corp’s Duke Energy DUK Stock Holding History

Peoples Financial Services Corp’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	$1.2M	Sell	9,199 -66	-0.7%	-$8.25K	0.57%	54
2025 Q4	$1.09M	Sell	9,265 -46	-0.5%	-$5.62K	0.51%	55
2025 Q3	$1.15M	Sell	9,311 -1	-0%	-$121	0.52%	50
2025 Q2	$1.1M	Sell	9,312 -7	-0.1%	-$826	0.54%	51
2025 Q1	$1.14M	Sell	9,319 -16	-0.2%	-$1.82K	0.55%	55
2024 Q4	$1.01M	Sell	9,335 -43	-0.5%	-$4.87K	0.47%	60
2024 Q3	$1.08M	Sell	9,378 -116	-1%	-$12.9K	0.49%	59
2024 Q2	$952K	Sell	9,494 -35	-0.4%	-$3.5K	0.43%	64
2024 Q1	$922K	Sell	9,529 -1,776	-16%	-$168K	0.4%	70
2023 Q4	$1.1M	Sell	11,305 -305	-3%	-$27.7K	0.48%	59
2023 Q3	$1.02M	Hold	11,610	–	–	0.48%	58
2023 Q2	$1.04M	Hold	11,610	–	–	0.47%	58
2023 Q1	$1.12M	Sell	11,610 -200	-2%	-$19.8K	0.52%	55
2022 Q4	$1.22M	Hold	11,810	–	–	0.57%	51
2022 Q3	$1.1M	Sell	11,810 -33	-0.3%	-$3.54K	0.57%	49
2022 Q2	$1.27M	Sell	11,843 -33	-0.3%	-$3.63K	0.6%	47
2022 Q1	$1.33M	Sell	11,876 -1,009	-8%	-$105K	0.57%	52
2021 Q4	$1.35M	Hold	12,885	–	–	0.53%	59
2021 Q3	$1.26M	Sell	12,885 -166	-1%	-$17.2K	0.53%	56
2021 Q2	$1.29M	Hold	13,051	–	–	0.54%	56
2021 Q1	$1.26M	Sell	13,051 -33	-0.3%	-$3.01K	0.55%	58
2020 Q4	$1.2M	Hold	13,084	–	–	0.55%	57
2020 Q3	$1.16M	Sell	13,084 -175	-1%	-$14.4K	0.58%	53
2020 Q2	$1.06M	Buy	13,259 +20	+0.2%	+$1.69K	0.56%	54
2020 Q1	$1.07M	Buy	13,239 +200	+2%	+$18.4K	0.63%	46
2019 Q4	$1.19M	Hold	13,039	–	–	0.56%	56
2019 Q3	$1.25M	Hold	13,039	–	–	0.62%	53
2019 Q2	$1.15M	Hold	13,039	–	–	0.58%	55
2019 Q1	$1.17M	Sell	13,039 -133	-1%	-$11.7K	0.6%	54
2018 Q4	$1.14M	Hold	13,172	–	–	0.65%	50
2018 Q3	$1.05M	Buy	13,172 +3,246	+33%	+$262K	0.53%	60
2018 Q2	$785K	Sell	9,926 -143	-1%	-$11K	0.44%	65
2018 Q1	$780K	Sell	10,069 -100	-1%	-$7.73K	0.45%	64
2017 Q4	$856K	Hold	10,169	–	–	0.47%	62
2017 Q3	$853K	Sell	10,169 -66	-0.6%	-$5.65K	0.48%	62
2017 Q2	$855K	Buy	10,235 +97	+1%	+$8.15K	0.5%	60
2017 Q1	$831K	Buy	10,138 +2,542	+33%	+$202K	0.5%	59
2016 Q4	$651K	Sell	7,596 -114	-1%	-$8.73K	0.4%	69
2016 Q3	$617K	Buy	7,710 +114	+2%	+$9.44K	0.38%	72
2016 Q2	$651K	Hold	7,596	–	–	0.4%	69
2016 Q1	$613K	Buy	7,596 +1,204	+19%	+$91.1K	0.39%	72
2015 Q4	$457K	Sell	6,392 -32	-0.5%	-$2.25K	0.3%	77
2015 Q3	$462K	Buy	6,424 +100	+2%	+$7.24K	0.33%	76
2015 Q2	$447K	Sell	6,324 -266	-4%	-$20.1K	0.3%	82
2015 Q1	$506K	Hold	6,590	–	–	0.33%	76
2014 Q4	$551K	Hold	6,590	–	–	0.36%	74
2014 Q3	$493K	Sell	6,590 -264	-4%	-$19.3K	0.33%	74
2014 Q2	$508K	Buy	6,854 +166	+2%	+$11.9K	0.32%	74
2014 Q1	$477K	Hold	6,688	–	–	0.35%	72
2013 Q4	$461K	Buy	+6,688	New	+$468K	0.3%	75

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

Peoples Financial Services Corp's DUK Position: Q1 2026 in Review

Peoples Financial Services Corp reduced its Duke Energy (DUK) stake by 0.71% in Q1 2026, selling an estimated $8.25K and leaving 9,199 shares worth $1.2M. The position accounts for 0.57% of the portfolio, ranked #54.

Peoples Financial Services Corp first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.35M in Q4 2021. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Peoples Financial Services Corp held 9,199 shares of Duke Energy worth $1.2M as of Q1 2026.
Peoples Financial Services Corp sold 66 Duke Energy shares in Q1 2026, an estimated $8.25K.
Duke Energy made up 0.57% of Peoples Financial Services Corp's portfolio in Q1 2026, its #54 holding.
Peoples Financial Services Corp first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
Peoples Financial Services Corp's Duke Energy position peaked at $1.35M in Q4 2021.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.