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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

United Advisor Group's DUK Position: Q2 2026 in Review

United Advisor Group increased its Duke Energy (DUK) stake by 4.4% in Q2 2026, buying an estimated $18K and bringing the position to 3,428 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #349.

United Advisor Group first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • United Advisor Group held 3,428 shares of Duke Energy worth $434K as of Q2 2026.
  • United Advisor Group bought 143 Duke Energy shares in Q2 2026, an estimated $18K.
  • Duke Energy made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #349 holding.
  • United Advisor Group first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.