United Community Bank’s Duke Energy DUK Stock Holding History

United Community Bank’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	$1.95M	Sell	14,870 -238	-2%	-$29.8K	0.65%	39
2025 Q4	$1.77M	Sell	15,108 -3,936	-21%	-$481K	0.67%	35
2025 Q3	$2.36M	Sell	19,044 -6,117	-24%	-$742K	0.73%	30
2025 Q2	$2.97M	Buy	25,161 +335	+1%	+$39.5K	1.02%	19
2025 Q1	$3.03M	Buy	24,826 +18,020	+265%	+$2.05M	1.13%	16
2024 Q4	$733K	Sell	6,806 -70	-1%	-$7.93K	0.29%	86
2024 Q3	$793K	Sell	6,876 -224	-3%	-$24.9K	0.31%	85
2024 Q2	$712K	Buy	7,100 +16	+0.2%	+$1.6K	0.29%	87
2024 Q1	$685K	Sell	7,084 -580	-8%	-$55K	0.27%	83
2023 Q4	$744K	Buy	+7,664	New	+$697K	0.31%	80

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Community Bank's DUK Position: Q1 2026 in Review

United Community Bank reduced its Duke Energy (DUK) stake by 1.6% in Q1 2026, selling an estimated $29.8K and leaving 14,870 shares worth $1.95M. The position accounts for 0.65% of the portfolio, ranked #39.

United Community Bank first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.03M in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

United Community Bank held 14,870 shares of Duke Energy worth $1.95M as of Q1 2026.
United Community Bank sold 238 Duke Energy shares in Q1 2026, an estimated $29.8K.
Duke Energy made up 0.65% of United Community Bank's portfolio in Q1 2026, its #39 holding.
United Community Bank first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
United Community Bank's Duke Energy position peaked at $3.03M in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.