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 | $43M | Buy |
328,400
+16,800
| +5% | +$2.1M | 0.01% | 1803 |
|
|
2025
Q4 | $36.5M | Buy |
311,600
+158,200
| +103% | +$19.3M | 0.01% | 1971 |
|
|
2025
Q3 | $19M | Buy |
153,400
+60,900
| +66% | +$7.39M | ﹤0.01% | 2624 |
|
|
2025
Q2 | $10.9M | Sell |
92,500
-44,900
| -33% | -$5.3M | ﹤0.01% | 2992 |
|
|
2025
Q1 | $16.8M | Sell |
137,400
-224,700
| -62% | -$25.6M | ﹤0.01% | 2526 |
|
|
2024
Q4 | $39M | Buy |
362,100
+96,600
| +36% | +$10.9M | 0.01% | 1679 |
|
|
2024
Q3 | $30.6M | Buy |
265,500
+82,000
| +45% | +$9.13M | 0.01% | 1504 |
|
|
2024
Q2 | $18.4M | Sell |
183,500
-34,000
| -16% | -$3.4M | ﹤0.01% | 1754 |
|
|
2024
Q1 | $21M | Sell |
217,500
-34,900
| -14% | -$3.31M | 0.01% | 1644 |
|
|
2023
Q4 | $24.5M | Buy |
252,400
+139,000
| +123% | +$12.6M | 0.01% | 1445 |
|
|
2023
Q3 | $10M | Hold |
113,400
| – | – | ﹤0.01% | 1979 |
|
|
2023
Q2 | $10.2M | Sell |
113,400
-47,000
| -29% | -$4.44M | ﹤0.01% | 1949 |
|
|
2023
Q1 | $15.5M | Sell |
160,400
-204,200
| -56% | -$20.2M | 0.01% | 1581 |
|
|
2022
Q4 | $37.6M | Sell |
364,600
-8,400
| -2% | -$806K | 0.01% | 986 |
|
|
2022
Q3 | $34.7M | Buy |
373,000
+42,100
| +13% | +$4.52M | 0.02% | 911 |
|
|
2022
Q2 | $35.5M | Sell |
330,900
-20,100
| -6% | -$2.21M | 0.01% | 944 |
|
|
2022
Q1 | $39.2M | Sell |
351,000
-162,800
| -32% | -$16.9M | 0.01% | 990 |
|
|
2021
Q4 | $53.9M | Buy |
513,800
+51,586
| +11% | +$5.23M | 0.02% | 912 |
|
|
2021
Q3 | $45.1M | Sell |
462,214
-43,011
| -9% | -$4.45M | 0.01% | 926 |
|
|
2021
Q2 | $49.9M | Buy |
505,225
+212,331
| +72% | +$21.3M | 0.02% | 854 |
|
|
2021
Q1 | $28.3M | Buy |
292,894
+215,494
| +278% | +$19.7M | 0.01% | 1200 |
|
|
2020
Q4 | $7.09M | Buy |
77,400
+37,100
| +92% | +$3.43M | ﹤0.01% | 2133 |
|
|
2020
Q3 | $3.57M | Buy |
40,300
+300
| +0.8% | +$24.7K | ﹤0.01% | 2512 |
|
|
2020
Q2 | $3.2M | Hold |
40,000
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q1 | $3.23M | Buy |
+40,000
| New | +$3.67M | ﹤0.01% | 2309 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$29K | – | 8159 |
|
|
2019
Q3 | $29K | Buy |
+300
| New | +$27.3K | ﹤0.01% | 6504 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$43K | – | 7802 |
|
|
2018
Q4 | $43K | Buy |
+500
| New | +$42.6K | ﹤0.01% | 6226 |
|
|
2018
Q1 | – | Sell |
-127,500
| Closed | -$10.7M | – | 7886 |
|
|
2017
Q4 | $10.7M | Buy |
+127,500
| New | +$11.1M | ﹤0.01% | 1660 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$26K | – | 7723 |
|
|
2016
Q2 | $26K | Buy |
+300
| New | +$24K | ﹤0.01% | 6070 |
|
|
2016
Q1 | – | Sell |
-3,800
| Closed | -$271K | – | 7733 |
|
|
2015
Q4 | $271K | Hold |
3,800
| – | – | ﹤0.01% | 4439 |
|
|
2015
Q3 | $273K | Sell |
3,800
-2,000
| -34% | -$145K | ﹤0.01% | 4385 |
|
|
2015
Q2 | $410K | Buy |
5,800
+500
| +9% | +$37.8K | ﹤0.01% | 4283 |
|
|
2015
Q1 | $407K | Sell |
5,300
-10,200
| -66% | -$828K | ﹤0.01% | 4305 |
|
|
2014
Q4 | $1.29M | Buy |
+15,500
| New | +$1.25M | ﹤0.01% | 3357 |
|
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.