UBS Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $360M | Sell |
2,747,466
-529,740
| -16% | -$66.2M | 0.05% | 361 |
|
|
2025
Q4 | $384M | Buy |
3,277,206
+477,008
| +17% | +$58.2M | 0.06% | 303 |
|
|
2025
Q3 | $347M | Sell |
2,800,198
-236,907
| -8% | -$28.7M | 0.05% | 338 |
|
|
2025
Q2 | $358M | Sell |
3,037,105
-570,395
| -16% | -$67.3M | 0.06% | 306 |
|
|
2025
Q1 | $440M | Buy |
3,607,500
+1,131,910
| +46% | +$129M | 0.08% | 242 |
|
|
2024
Q4 | $267M | Sell |
2,475,590
-1,021,188
| -29% | -$116M | 0.05% | 386 |
|
|
2024
Q3 | $403M | Buy |
3,496,778
+702,041
| +25% | +$78.1M | 0.09% | 215 |
|
|
2024
Q2 | $280M | Buy |
2,794,737
+425,194
| +18% | +$42.5M | 0.07% | 265 |
|
|
2024
Q1 | $229M | Buy |
2,369,543
+314,778
| +15% | +$29.9M | 0.06% | 324 |
|
|
2023
Q4 | $199M | Sell |
2,054,765
-72,158
| -3% | -$6.56M | 0.06% | 332 |
|
|
2023
Q3 | $188M | Buy |
2,126,923
+160,345
| +8% | +$14.7M | 0.06% | 304 |
|
|
2023
Q2 | $176M | Buy |
1,966,578
+160,664
| +9% | +$15.2M | 0.06% | 313 |
|
|
2023
Q1 | $174M | Buy |
1,805,914
+150,517
| +9% | +$14.9M | 0.06% | 291 |
|
|
2022
Q4 | $170M | Buy |
1,655,397
+169,901
| +11% | +$16.3M | 0.06% | 321 |
|
|
2022
Q3 | $138M | Sell |
1,485,496
-163,171
| -10% | -$17.5M | 0.06% | 318 |
|
|
2022
Q2 | $177M | Buy |
1,648,667
+30,795
| +2% | +$3.39M | 0.07% | 283 |
|
|
2022
Q1 | $181M | Sell |
1,617,872
-227,016
| -12% | -$23.6M | 0.06% | 329 |
|
|
2021
Q4 | $194M | Sell |
1,844,888
-96,473
| -5% | -$9.78M | 0.06% | 352 |
|
|
2021
Q3 | $189M | Buy |
1,941,361
+142,454
| +8% | +$14.7M | 0.06% | 318 |
|
|
2021
Q2 | $178M | Sell |
1,798,907
-40,350
| -2% | -$4.05M | 0.06% | 330 |
|
|
2021
Q1 | $178M | Buy |
1,839,257
+250,135
| +16% | +$22.8M | 0.06% | 313 |
|
|
2020
Q4 | $145M | Sell |
1,589,122
-61,713
| -4% | -$5.71M | 0.05% | 363 |
|
|
2020
Q3 | $146M | Buy |
1,650,835
+260,105
| +19% | +$21.4M | 0.06% | 302 |
|
|
2020
Q2 | $111M | Sell |
1,390,730
-442,038
| -24% | -$37.4M | 0.05% | 347 |
|
|
2020
Q1 | $148M | Sell |
1,832,768
-207,107
| -10% | -$19M | 0.07% | 262 |
|
|
2019
Q4 | $186M | Buy |
2,039,875
+288,865
| +16% | +$26.5M | 0.06% | 277 |
|
|
2019
Q3 | $168M | Buy |
1,751,010
+232,230
| +15% | +$21.1M | 0.06% | 281 |
|
|
2019
Q2 | $134M | Buy |
1,518,780
+248,500
| +20% | +$22M | 0.05% | 318 |
|
|
2019
Q1 | $114M | Sell |
1,270,280
-221,693
| -15% | -$19.5M | 0.05% | 353 |
|
|
2018
Q4 | $129M | Buy |
1,491,973
+152,855
| +11% | +$13M | 0.06% | 307 |
|
|
2018
Q3 | $107M | Buy |
1,339,118
+24,336
| +2% | +$1.97M | 0.04% | 387 |
|
|
2018
Q2 | $104M | Sell |
1,314,782
-61,826
| -4% | -$4.76M | 0.05% | 392 |
|
|
2018
Q1 | $107M | Sell |
1,376,608
-305,801
| -18% | -$23.6M | 0.05% | 370 |
|
|
2017
Q4 | $142M | Sell |
1,682,409
-308,738
| -16% | -$27M | 0.06% | 315 |
|
|
2017
Q3 | $167M | Buy |
1,991,147
+114,863
| +6% | +$9.83M | 0.08% | 255 |
|
|
2017
Q2 | $157M | Sell |
1,876,284
-515,229
| -22% | -$43.3M | 0.08% | 259 |
|
|
2017
Q1 | $196M | Buy |
2,391,513
+667,717
| +39% | +$53.1M | 0.11% | 217 |
|
|
2016
Q4 | $134M | Buy |
1,723,796
+248,091
| +17% | +$19M | 0.07% | 271 |
|
|
2016
Q3 | $118M | Sell |
1,475,705
-193,541
| -12% | -$16M | 0.07% | 282 |
|
|
2016
Q2 | $143M | Buy |
1,669,246
+54,532
| +3% | +$4.36M | 0.09% | 233 |
|
|
2016
Q1 | $130M | Buy |
1,614,714
+167,395
| +12% | +$12.7M | 0.09% | 233 |
|
|
2015
Q4 | $103M | Buy |
1,447,319
+283,993
| +24% | +$20M | 0.07% | 289 |
|
|
2015
Q3 | $83.7M | Sell |
1,163,326
-154,871
| -12% | -$11.2M | 0.06% | 323 |
|
|
2015
Q2 | $93.1M | Sell |
1,318,197
-184,454
| -12% | -$13.9M | 0.06% | 324 |
|
|
2015
Q1 | $115M | Buy |
1,502,651
+21,112
| +1% | +$1.71M | 0.08% | 266 |
|
|
2014
Q4 | $124M | Buy |
+1,481,539
| New | +$119M | 0.09% | 244 |
|
Other funds holding DUK
VCM
VPM
UBS Group's DUK Position: Q1 2026 in Review
UBS Group reduced its Duke Energy (DUK) stake by 16% in Q1 2026, selling an estimated $66.2M and leaving 2,747,466 shares worth $360M. The position accounts for 0.05% of the portfolio, ranked #361.
UBS Group first reported a position in DUK in Q4 2014 and has held it in 46 quarters since. The position peaked at $440M in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- UBS Group held 2,747,466 shares of Duke Energy worth $360M as of Q1 2026.
- UBS Group sold 529,740 Duke Energy shares in Q1 2026, an estimated $66.2M.
- Duke Energy made up 0.05% of UBS Group's portfolio in Q1 2026, its #361 holding.
- UBS Group first reported a position in Duke Energy in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Duke Energy position peaked at $440M in Q1 2025.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.