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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
Q2 		$1.88M Buy
14,888
+18
+0.1% +$2.27K 0.58% 40
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
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 Community Bank's DUK Position: Q2 2026 in Review

United Community Bank increased its Duke Energy (DUK) stake by 0.12% in Q2 2026, buying an estimated $2.27K and bringing the position to 14,888 shares worth $1.88M. The position accounts for 0.58% of the portfolio, ranked #40.

United Community Bank first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.03M in Q1 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • United Community Bank held 14,888 shares of Duke Energy worth $1.88M as of Q2 2026.
  • United Community Bank bought 18 Duke Energy shares in Q2 2026, an estimated $2.27K.
  • Duke Energy made up 0.58% of United Community Bank's portfolio in Q2 2026, its #40 holding.
  • United Community Bank first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • United Community Bank's Duke Energy position peaked at $3.03M in Q1 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.