UAS
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United Asset Strategies’s Duke Energy DUK Stock Holding History

United Asset Strategies’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 		$14.1M Buy
111,547
+12
+0% +$1.51K 1% 31
2026
Q1 		$14.6M Buy
111,535
+2,200
+2% +$275K 1.16% 28
2025
Q4 		$12.8M Buy
109,335
+1,739
+2% +$212K 0.99% 33
2025
Q3 		$13.3M Buy
107,596
+1,994
+2% +$242K 1.07% 31
2025
Q2 		$12.5M Buy
105,602
+103,127
+4,167% +$12.2M 1.06% 28
2025
Q1 		$302K Sell
2,475
-332
-12% -$37.8K 0.03% 211
2024
Q4 		$302K Sell
2,807
-32
-1% -$3.63K 0.03% 203
2024
Q3 		$327K Buy
2,839
+611
+27% +$68K 0.03% 197
2024
Q2 		$223K Sell
2,228
-119
-5% -$11.9K 0.02% 213
2024
Q1 		$227K Sell
2,347
-61
-3% -$5.79K 0.02% 218
2023
Q4 		$234K Buy
2,408
+117
+5% +$10.6K 0.03% 214
2023
Q3 		$202K Hold
2,291
– – 0.03% 221
2023
Q2 		$206K Hold
2,291
– – 0.03% 220
2023
Q1 		$221K Sell
2,291
-429
-16% -$42.4K 0.03% 209
2022
Q4 		$280K Sell
2,720
-1,324
-33% -$127K 0.04% 197
2022
Q3 		$376K Buy
4,044
+450
+13% +$48.3K 0.06% 168
2022
Q2 		$385K Buy
3,594
+47
+1% +$5.17K 0.06% 167
2022
Q1 		$396K Hold
3,547
– – 0.05% 165
2021
Q4 		$372K Buy
3,547
+378
+12% +$38.3K 0.04% 169
2021
Q3 		$309K Buy
3,169
+101
+3% +$10.5K 0.04% 173
2021
Q2 		$303K Buy
3,068
+796
+35% +$80K 0.04% 176
2021
Q1 		$219K Buy
+2,272
New +$207K 0.03% 193
2019
Q1 		– Sell
-3,037
Closed -$262K – 204
2018
Q4 		$262K Buy
3,037
+315
+12% +$26.8K 0.07% 159
2018
Q3 		$218K Sell
2,722
-13,907
-84% -$1.12M 0.05% 189
2018
Q2 		$1.31M Sell
16,629
-3,126
-16% -$240K 0.35% 75
2018
Q1 		$1.53M Buy
19,755
+414
+2% +$32K 0.45% 60
2017
Q4 		$1.63M Buy
+19,341
New +$1.69M 0.44% 66
2017
Q3 		– Sell
-19,843
Closed -$1.66M – 128
2017
Q2 		$1.66M Buy
19,843
+510
+3% +$42.9K 0.49% 58
2017
Q1 		$1.58M Buy
19,333
+1,010
+6% +$80.3K 0.48% 57
2016
Q4 		$1.42M Buy
18,323
+1,337
+8% +$102K 0.46% 61
2016
Q3 		$1.36M Buy
16,986
+429
+3% +$35.5K 0.48% 60
2016
Q2 		$1.42M Buy
16,557
+1,378
+9% +$110K 0.53% 54
2016
Q1 		$1.23M Buy
15,179
+851
+6% +$64.4K 0.55% 52
2015
Q4 		$1.02M Buy
14,328
+407
+3% +$28.6K 0.44% 58
2015
Q3 		$1M Sell
13,921
-103
-0.7% -$7.46K 0.46% 53
2015
Q2 		$990K Sell
14,024
-264
-2% -$20K 0.44% 63
2015
Q1 		$1.11M Buy
14,288
+662
+5% +$53.7K 0.51% 59
2014
Q4 		$1.14M Buy
13,626
+573
+4% +$46.2K 0.49% 61
2014
Q3 		$976K Buy
13,053
+43
+0.3% +$3.14K 0.44% 64
2014
Q2 		$965K Buy
13,010
+1,595
+14% +$115K 0.47% 63
2014
Q1 		$813K Buy
11,415
+4,854
+74% +$338K 0.46% 56
2013
Q4 		$453K Buy
6,561
+2,305
+54% +$161K 0.31% 66
2013
Q3 		$284K Buy
+4,256
New +$290K 0.18% 81

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

United Asset Strategies's DUK Position: Q2 2026 in Review

United Asset Strategies increased its Duke Energy (DUK) stake by 0.01% in Q2 2026, buying an estimated $1.51K and bringing the position to 111,547 shares worth $14.1M. The position accounts for 1% of the portfolio, ranked #31.

United Asset Strategies first reported a position in DUK in Q3 2013 and has held it in 43 quarters since. The position peaked at $14.6M in Q1 2026. 895 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • United Asset Strategies held 111,547 shares of Duke Energy worth $14.1M as of Q2 2026.
  • United Asset Strategies bought 12 Duke Energy shares in Q2 2026, an estimated $1.51K.
  • Duke Energy made up 1% of United Asset Strategies's portfolio in Q2 2026, its #31 holding.
  • United Asset Strategies first reported a position in Duke Energy in Q3 2013 and has held it in 43 quarters since.
  • United Asset Strategies's Duke Energy position peaked at $14.6M in Q1 2026.
  • 895 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.