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MUFG Securities Americas’s Duke Energy DUK Stock Holding History

MUFG Securities Americas’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 		$2.82M Buy
21,518
+568
+3% +$71K 0.18% 105
2025
Q4 		$2.46M Sell
20,950
-20
-0.1% -$2.44K 0.15% 117
2025
Q3 		$2.6M Buy
20,970
+3,744
+22% +$454K 0.17% 111
2025
Q2 		$2.03M Buy
17,226
+3,490
+25% +$412K 0.17% 112
2025
Q1 		$1.68M Buy
13,736
+2,333
+20% +$266K 0.19% 103
2024
Q4 		$1.23M Buy
+11,403
New +$1.29M 0.16% 122

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MUFG Securities Americas's DUK Position: Q1 2026 in Review

MUFG Securities Americas increased its Duke Energy (DUK) stake by 2.7% in Q1 2026, buying an estimated $71K and bringing the position to 21,518 shares worth $2.82M. The position accounts for 0.18% of the portfolio, ranked #105.

MUFG Securities Americas first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MUFG Securities Americas held 21,518 shares of Duke Energy worth $2.82M as of Q1 2026.
  • MUFG Securities Americas bought 568 Duke Energy shares in Q1 2026, an estimated $71K.
  • Duke Energy made up 0.18% of MUFG Securities Americas's portfolio in Q1 2026, its #105 holding.
  • MUFG Securities Americas first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.