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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
Q3 		$532K Buy
4,667
+1,239
+36% +$152K 0.05% 338
2026
Q2 		$434K Buy
3,428
+143
+4% +$18K 0.05% 349
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's DUK Position: Q3 2026 in Review

United Advisor Group increased its Duke Energy (DUK) stake by 36% in Q3 2026, buying an estimated $152K and bringing the position to 4,667 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #338.

United Advisor Group first reported a position in DUK in Q3 2024 and has held it in 9 quarters since. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • United Advisor Group held 4,667 shares of Duke Energy worth $532K as of Q3 2026.
  • United Advisor Group bought 1,239 Duke Energy shares in Q3 2026, an estimated $152K.
  • Duke Energy made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #338 holding.
  • United Advisor Group first reported a position in Duke Energy in Q3 2024 and has held it in 9 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.