First Financial Group Corp DUK DUKE ENERGY CORP NEW

Ownership history in First Financial Group Corp  ·  6 quarters on record

AI Ownership Summary

First Financial Group Corp reported DUKE ENERGY CORP NEW (DUK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.77% in 2025 Q1. The latest visible filing shows DUK at 0.41% 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.

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 Financial Group Corp's position in DUKE ENERGY CORP NEW, 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 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q1

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

Time in book
Holding Window
2024 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 Financial Group Corp held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,829 -1,600 -29.5% 0.41% $501K 2026-04-22 $125.25
2025 Q4 ADDED 5,429 +50 +0.9% 0.54% $636K 2026-01-28 $119.22
2025 Q3 REDUCED 5,379 -210 -3.8% 0.58% $666K 2025-10-29 $122.18
2025 Q2 ADDED 5,589 +2 +0.0% 0.64% $660K 2025-07-23 $116.47
2025 Q1 ADDED 5,587 +248 +4.6% 0.77% $682K 2025-04-22 $118.34
2024 Q4 INITIATED 5,339 0.64% $575K 2025-02-10 $110.62

FAQ About First Financial Group Corp 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 Financial Group Corp reported owning DUK?

First Financial Group Corp reported DUK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DUK position in First Financial Group Corp's portfolio?

The largest reported portfolio weight for DUK was 0.77% in 2025 Q1.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2026 Q1, when First Financial Group Corp reported 3,829 shares, equal to 0.41% of portfolio, with an estimated market value of $501K.

What does the chart on this DUK ownership page compare?

The chart compares First Financial Group Corp'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.

How well did First Financial Group Corp time their DUK position?

Based on 13F filing dates vs. subsequent DUK price moves, First Financial Group Corp correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DUK relative to SPY over the holding period was -6.3%.

← Back to First Financial Group Corp Holdings