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 | $63.2M | Sell |
482,400
-485,800
| -50% | -$60.7M | 0.01% | 1405 |
|
|
2025
Q4 | $113M | Buy |
968,200
+436,900
| +82% | +$53.4M | 0.02% | 946 |
|
|
2025
Q3 | $65.7M | Sell |
531,300
-172,700
| -25% | -$21M | 0.01% | 1376 |
|
|
2025
Q2 | $83.1M | Sell |
704,000
-136,000
| -16% | -$16M | 0.01% | 1106 |
|
|
2025
Q1 | $102M | Buy |
840,000
+401,800
| +92% | +$45.8M | 0.02% | 913 |
|
|
2024
Q4 | $47.2M | Buy |
438,200
+35,100
| +9% | +$3.98M | 0.01% | 1515 |
|
|
2024
Q3 | $46.5M | Buy |
403,100
+272,000
| +207% | +$30.3M | 0.01% | 1189 |
|
|
2024
Q2 | $13.1M | Sell |
131,100
-44,000
| -25% | -$4.4M | ﹤0.01% | 2013 |
|
|
2024
Q1 | $16.9M | Sell |
175,100
-67,600
| -28% | -$6.41M | ﹤0.01% | 1824 |
|
|
2023
Q4 | $23.6M | Buy |
242,700
+139,200
| +134% | +$12.7M | 0.01% | 1479 |
|
|
2023
Q3 | $9.13M | Hold |
103,500
| – | – | ﹤0.01% | 2044 |
|
|
2023
Q2 | $9.29M | Sell |
103,500
-28,500
| -22% | -$2.69M | ﹤0.01% | 2011 |
|
|
2023
Q1 | $12.7M | Sell |
132,000
-154,400
| -54% | -$15.3M | ﹤0.01% | 1717 |
|
|
2022
Q4 | $29.5M | Buy |
286,400
+33,600
| +13% | +$3.23M | 0.01% | 1150 |
|
|
2022
Q3 | $23.5M | Buy |
252,800
+65,300
| +35% | +$7.01M | 0.01% | 1161 |
|
|
2022
Q2 | $20.1M | Buy |
187,500
+25,700
| +16% | +$2.83M | 0.01% | 1301 |
|
|
2022
Q1 | $18.1M | Sell |
161,800
-393,600
| -71% | -$40.9M | 0.01% | 1508 |
|
|
2021
Q4 | $58.3M | Sell |
555,400
-326,809
| -37% | -$33.1M | 0.02% | 873 |
|
|
2021
Q3 | $86.1M | Buy |
882,209
+618,395
| +234% | +$64M | 0.03% | 592 |
|
|
2021
Q2 | $26M | Buy |
263,814
+105,131
| +66% | +$10.6M | 0.01% | 1290 |
|
|
2021
Q1 | $15.3M | Buy |
158,683
+125,783
| +382% | +$11.5M | 0.01% | 1618 |
|
|
2020
Q4 | $3.01M | Buy |
32,900
+23,400
| +246% | +$2.16M | ﹤0.01% | 2976 |
|
|
2020
Q3 | $841K | Buy |
+9,500
| New | +$783K | ﹤0.01% | 3767 |
|
|
2018
Q2 | – | Sell |
-7,800
| Closed | -$604K | – | 8037 |
|
|
2018
Q1 | $604K | Sell |
7,800
-41,900
| -84% | -$3.24M | ﹤0.01% | 4083 |
|
|
2017
Q4 | $4.18M | Buy |
+49,700
| New | +$4.34M | ﹤0.01% | 2535 |
|
|
2017
Q3 | – | Sell |
-22,300
| Closed | -$1.86M | – | 7771 |
|
|
2017
Q2 | $1.86M | Buy |
+22,300
| New | +$1.87M | ﹤0.01% | 3076 |
|
|
2017
Q1 | – | Sell |
-89,300
| Closed | -$6.93M | – | 7706 |
|
|
2016
Q4 | $6.93M | Buy |
89,300
+88,900
| +22,225% | +$6.81M | ﹤0.01% | 1790 |
|
|
2016
Q3 | $32K | Hold |
400
| – | – | ﹤0.01% | 5861 |
|
|
2016
Q2 | $34K | Hold |
400
| – | – | ﹤0.01% | 5836 |
|
|
2016
Q1 | $32K | Sell |
400
-100
| -20% | -$7.57K | ﹤0.01% | 5838 |
|
|
2015
Q4 | $36K | Sell |
500
-3,700
| -88% | -$260K | ﹤0.01% | 6138 |
|
|
2015
Q3 | $302K | Sell |
4,200
-5,000
| -54% | -$362K | ﹤0.01% | 4294 |
|
|
2015
Q2 | $650K | Sell |
9,200
-2,700
| -23% | -$204K | ﹤0.01% | 3895 |
|
|
2015
Q1 | $914K | Buy |
11,900
+8,400
| +240% | +$682K | ﹤0.01% | 3651 |
|
|
2014
Q4 | $292K | Buy |
+3,500
| New | +$282K | ﹤0.01% | 4680 |
|
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.