DUK Duke Energy Corp New Com

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported Duke Energy Corp New Com (DUK) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.19% in 2023 Q4. The latest visible filing shows DUK at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in Duke Energy Corp New Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DUK was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,629 -1,240 -10.4% 0.74% $1.4M 2026-05-15 (Est.) $132.22
2025 Q4 REDUCED 11,869 -550 -4.4% 0.73% $1.4M 2026-01-14 $117.68
2025 Q3 REDUCED 12,419 -546 -4.2% 0.78% $1.5M 2025-10-08 $123.10
2025 Q2 REDUCED 12,965 -1,846 -12.5% 0.82% $1.5M 2025-07-17 $114.47
2025 Q1 REDUCED 14,811 -519 -3.4% 1.00% $1.8M 2025-04-07 $112.86
2024 Q4 REDUCED 15,330 -1,920 -11.1% 0.92% $1.7M 2025-01-07 $102.21
2024 Q3 REDUCED 17,250 -4,464 -20.6% 0.98% $2.0M 2024-11-12 $106.05
2024 Q2 REDUCED 21,714 -2,803 -11.4% 1.12% $2.2M 2024-08-15 $106.23
2024 Q1 REDUCED 24,517 -829 -3.3% 1.16% $2.4M 2024-05-14 $95.13
2023 Q4 REDUCED 25,346 -2,524 -9.1% 1.19% $2.5M 2024-02-14 $83.98
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning DUK?

First County Bank /CT/ reported DUK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DUK position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for DUK was 1.19% in 2023 Q4.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 10,629 shares, equal to 0.74% of portfolio, with an estimated market value of $1.4M.

What does the chart on this DUK ownership page compare?

The chart compares First County Bank /CT/'s quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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