Mitsubishi UFJ Morgan Stanley Securities’s Duke Energy DUK Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$63.4K	Sell	501 -948	-65%	-$120K	0.19%	119
2026 Q1	$190K	Sell	1,449 -402	-22%	-$50.3K	0.47%	91
2025 Q4	$217K	Buy	+1,851	New	+$226K	0.34%	96
2023 Q1	–	Sell	-150	Closed	-$15K	–	72
2022 Q4	$15K	Sell	150 -150	-50%	-$14.4K	0.13%	93
2022 Q3	$28K	Hold	300	–	–	0.38%	49
2022 Q2	$32K	Hold	300	–	–	0.04%	45
2022 Q1	$33K	Buy	+300	New	+$31.2K	0.03%	50
2014 Q1	–	Sell	-10	Closed	-$1K	–	263
2013 Q4	$1K	Buy	+10	New	+$700	﹤0.01%	240

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's DUK Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Duke Energy (DUK) stake by 65% in Q2 2026, selling an estimated $120K and leaving 501 shares worth $63.4K. The position accounts for 0.19% of the portfolio, ranked #119.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in DUK in Q4 2013 and has held it in 8 quarters since. The position peaked at $217K in Q4 2025. 876 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 501 shares of Duke Energy worth $63.4K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 948 Duke Energy shares in Q2 2026, an estimated $120K.
Duke Energy made up 0.19% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #119 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Duke Energy in Q4 2013 and has held it in 8 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Duke Energy position peaked at $217K in Q4 2025.
876 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.