MUFG Securities EMEA’s Duke Energy DUK Stock Holding History

MUFG Securities EMEA’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	$4.18M	Hold	31,890	–	–	0.06%	192
2025 Q4	$3.74M	Buy	31,890 +17,006	+114%	+$2.08M	0.04%	223
2025 Q3	$1.84M	Buy	14,884 +12,587	+548%	+$1.53M	0.05%	173
2025 Q2	$271K	Buy	+2,297	New	+$271K	0.01%	179
2022 Q2	–	Sell	-7,800	Closed	-$871K	–	143
2022 Q1	$871K	Sell	7,800 -123,300	-94%	-$12.8M	0.01%	93
2021 Q4	$13.8M	Sell	131,100 -126,000	-49%	-$12.8M	0.2%	56
2021 Q3	$25.1M	Sell	257,100 -23,900	-9%	-$2.47M	0.28%	55
2021 Q2	$27.7M	Buy	281,000 +26,000	+10%	+$2.61M	0.26%	63
2021 Q1	$24.6M	Sell	255,000 -11,000	-4%	-$1M	0.2%	95
2020 Q4	$24.4M	Buy	266,000 +167,000	+169%	+$15.4M	0.19%	92
2020 Q3	$8.77M	Sell	99,000 -174,000	-64%	-$14.3M	0.08%	154
2020 Q2	$21.8M	Buy	273,000 +226,267	+484%	+$19.1M	0.19%	98
2020 Q1	$3.78M	Buy	+46,733	New	+$4.29M	0.04%	225
2019 Q4	–	Sell	-26,827	Closed	-$2.57M	–	503
2019 Q3	$2.57M	Buy	+26,827	New	+$2.44M	0.03%	224
2019 Q1	–	Sell	-35,000	Closed	-$3.02M	–	514
2018 Q4	$3.02M	Buy	35,000 +15,688	+81%	+$1.34M	0.03%	218
2018 Q3	$1.54M	Buy	19,312 +18,527	+2,360%	+$1.5M	0.02%	271
2018 Q2	$62K	Buy	+785	New	+$60.4K	﹤0.01%	285

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

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

MUFG Securities EMEA held its Duke Energy (DUK) position steady in Q1 2026 at 31,890 shares worth $4.18M. The position accounts for 0.06% of the portfolio, ranked #192.

MUFG Securities EMEA first reported a position in DUK in Q2 2018 and has held it in 17 quarters since. The position peaked at $27.7M in Q2 2021. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

MUFG Securities EMEA held 31,890 shares of Duke Energy worth $4.18M as of Q1 2026.
MUFG Securities EMEA left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.06% of MUFG Securities EMEA's portfolio in Q1 2026, its #192 holding.
MUFG Securities EMEA first reported a position in Duke Energy in Q2 2018 and has held it in 17 quarters since.
MUFG Securities EMEA's Duke Energy position peaked at $27.7M in Q2 2021.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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