United Capital Management of KS’s Duke Energy DUK Stock Holding History

United Capital Management of KS’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	$16.2M	Buy	127,657 +3,876	+3%	+$489K	2.12%	19
2026 Q1	$16.2M	Buy	123,781 +7,002	+6%	+$875K	2.45%	13
2025 Q4	$13.7M	Sell	116,779 -518	-0.4%	-$63.3K	1.92%	20
2025 Q3	$14.5M	Buy	+117,297	New	+$14.2M	1.97%	14
2020 Q2	–	Sell	-17,531	Closed	-$1.42M	–	85
2020 Q1	$1.42M	Buy	17,531 +2,809	+19%	+$258K	1.19%	32
2019 Q4	$1.34M	Buy	14,722 +1,503	+11%	+$138K	0.85%	42
2019 Q3	$1.28M	Buy	13,219 +428	+3%	+$38.9K	0.94%	40
2019 Q2	$1.13M	Buy	12,791 +10	+0.1%	+$884	0.85%	41
2019 Q1	$1.15M	Buy	12,781 +74	+0.6%	+$6.53K	0.9%	40
2018 Q4	$1.1M	Buy	12,707 +648	+5%	+$55.2K	1.02%	35
2018 Q3	$966K	Buy	+12,059	New	+$975K	0.78%	44

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Capital Management of KS's DUK Position: Q2 2026 in Review

United Capital Management of KS increased its Duke Energy (DUK) stake by 3.1% in Q2 2026, buying an estimated $489K and bringing the position to 127,657 shares worth $16.2M. The position accounts for 2.12% of the portfolio, ranked #19.

United Capital Management of KS first reported a position in DUK in Q3 2018 and has held it in 11 quarters since. The position peaked at $16.2M in Q1 2026. 1,944 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

United Capital Management of KS held 127,657 shares of Duke Energy worth $16.2M as of Q2 2026.
United Capital Management of KS bought 3,876 Duke Energy shares in Q2 2026, an estimated $489K.
Duke Energy made up 2.12% of United Capital Management of KS's portfolio in Q2 2026, its #19 holding.
United Capital Management of KS first reported a position in Duke Energy in Q3 2018 and has held it in 11 quarters since.
United Capital Management of KS's Duke Energy position peaked at $16.2M in Q1 2026.
1,944 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.