UOC
DUK icon

UBS O'Connor’s Duke Energy DUK Stock Holding History

UBS O'Connor’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
2025
Q3 		– Sell
-144,040
Closed -$17M – 347
2025
Q2 		$17M Buy
+144,040
New +$17M 0.48% 28
2015
Q2 		– Sell
-366,574
Closed -$28.1M – 790
2015
Q1 		$28.1M Buy
+366,574
New +$29.8M 0.6% 36
2014
Q2 		– Sell
-342,550
Closed -$24.4M – 465
2014
Q1 		$24.4M Buy
342,550
+20,950
+7% +$1.46M 0.46% 69
2013
Q4 		$22.2M Buy
321,600
+96,600
+43% +$6.76M 0.41% 83
2013
Q3 		$15M Buy
225,000
+97,950
+77% +$6.68M 0.31% 100
2013
Q2 		$8.58M Buy
+127,050
New +$8.98M 0.16% 182

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return