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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
Q2 		$2.97M Buy
23,480
+1,962
+9% +$247K 0.15% 113
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MUFG Securities Americas's DUK Position: Q2 2026 in Review

MUFG Securities Americas increased its Duke Energy (DUK) stake by 9.1% in Q2 2026, buying an estimated $247K and bringing the position to 23,480 shares worth $2.97M. The position accounts for 0.15% of the portfolio, ranked #113.

MUFG Securities Americas first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MUFG Securities Americas held 23,480 shares of Duke Energy worth $2.97M as of Q2 2026.
  • MUFG Securities Americas bought 1,962 Duke Energy shares in Q2 2026, an estimated $247K.
  • Duke Energy made up 0.15% of MUFG Securities Americas's portfolio in Q2 2026, its #113 holding.
  • MUFG Securities Americas first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.