Deseret Mutual Benefit Administrators’s Duke Energy DUK Stock Holding History

Deseret Mutual Benefit Administrators’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	$342K	Buy	2,614 +1,166	+81%	+$146K	0.12%	150
2025 Q4	$170K	Hold	1,448	–	–	0.07%	169
2025 Q3	$179K	Sell	1,448 -54	-4%	-$6.55K	0.08%	150
2025 Q2	$177K	Hold	1,502	–	–	0.08%	151
2025 Q1	$183K	Sell	1,502 -45	-3%	-$5.13K	0.09%	142
2024 Q4	$167K	Sell	1,547 -29	-2%	-$3.29K	0.08%	150
2024 Q3	$182K	Hold	1,576	–	–	0.09%	144
2024 Q2	$158K	Buy	1,576 +71	+5%	+$7.1K	0.07%	155
2024 Q1	$146K	Buy	1,505 +90	+6%	+$8.54K	0.07%	163
2023 Q4	$137K	Sell	1,415 -401	-22%	-$36.5K	0.08%	155
2023 Q3	$160K	Sell	1,816 -162	-8%	-$14.9K	0.08%	157
2023 Q2	$178K	Hold	1,978	–	–	0.07%	158
2023 Q1	$191K	Hold	1,978	–	–	0.08%	145
2022 Q4	$204K	Sell	1,978 -1,657	-46%	-$159K	0.08%	137
2022 Q3	$338K	Sell	3,635 -873	-19%	-$93.8K	0.1%	133
2022 Q2	$483K	Hold	4,508	–	–	0.11%	126
2022 Q1	$503K	Sell	4,508 -646	-13%	-$67.1K	0.1%	131
2021 Q4	$541K	Buy	5,154 +204	+4%	+$20.7K	0.09%	142
2021 Q3	$483K	Sell	4,950 -1,579	-24%	-$163K	0.09%	145
2021 Q2	$645K	Buy	+6,529	New	+$656K	0.16%	70

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

Deseret Mutual Benefit Administrators's DUK Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Duke Energy (DUK) stake by 81% in Q1 2026, buying an estimated $146K and bringing the position to 2,614 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #150.

Deseret Mutual Benefit Administrators first reported a position in DUK in Q2 2021 and has held it in 20 quarters since. The position peaked at $645K in Q2 2021. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Deseret Mutual Benefit Administrators held 2,614 shares of Duke Energy worth $342K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 1,166 Duke Energy shares in Q1 2026, an estimated $146K.
Duke Energy made up 0.12% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #150 holding.
Deseret Mutual Benefit Administrators first reported a position in Duke Energy in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Duke Energy position peaked at $645K in Q2 2021.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.