UAG
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United Advisor Group’s Duke Energy DUK Stock Holding History

United Advisor Group’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
2026
Q1 		$430K Buy
3,285
+303
+10% +$37.9K 0.05% 323
2025
Q4 		$350K Buy
2,982
+177
+6% +$21.6K 0.04% 346
2025
Q3 		$347K Buy
2,805
+499
+22% +$60.6K 0.05% 334
2025
Q2 		$272K Buy
2,306
+226
+11% +$26.7K 0.05% 329
2025
Q1 		$254K Sell
2,080
-1,091
-34% -$124K 0.05% 303
2024
Q4 		$342K Buy
3,171
+621
+24% +$70.4K 0.07% 267
2024
Q3 		$294K Buy
+2,550
New +$284K 0.07% 284

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Advisor Group's DUK Position: Q1 2026 in Review

United Advisor Group increased its Duke Energy (DUK) stake by 10% in Q1 2026, buying an estimated $37.9K and bringing the position to 3,285 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #323.

United Advisor Group first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • United Advisor Group held 3,285 shares of Duke Energy worth $430K as of Q1 2026.
  • United Advisor Group bought 303 Duke Energy shares in Q1 2026, an estimated $37.9K.
  • Duke Energy made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #323 holding.
  • United Advisor Group first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.