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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 – 335
2025
Q2 		$17M Buy
+144,040
New +$17M 0.46% 29
2015
Q2 		– Sell
-733,148
Closed -$56.3M – 820
2015
Q1 		$56.3M Buy
+733,148
New +$59.5M 0.54% 42
2014
Q2 		– Sell
-342,550
Closed -$24.4M – 464
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS O'Connor's DUK Position: Q3 2025 in Review

UBS O'Connor sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 144,040 shares — an estimated $17M sold.

UBS O'Connor first reported a position in DUK in Q2 2013 and held it in 6 quarters. The position peaked at $56.3M in Q1 2015. 2,338 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • UBS O'Connor reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • UBS O'Connor sold 144,040 Duke Energy shares in Q3 2025, an estimated $17M.
  • UBS O'Connor first reported a position in Duke Energy in Q2 2013 and held it in 6 quarters.
  • UBS O'Connor's Duke Energy position peaked at $56.3M in Q1 2015.
  • 2,338 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.